Trusts, Estates & Probate

Podcast

Inventory and Accounting Best Practices in Estate Planning

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Tennessee CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
OnDemand
1 hour
Don Ford
With Don D. Ford III from Ford + Bergner LLP
Product ID 99080

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Course Includes
$70

OnDemand Audio

Course Book Download

Overview

Understanding and Valuing Estate Assets

Estate planning attorneys play a critical role in managing and safeguarding their clients' assets. Properly accounting for and valuing assets is essential for effective estate planning. In this engaging podcast, we dive into the intricacies of asset inventory, valuation, and accounting practices specifically tailored for estate planning professionals. Whether you're a seasoned attorney or new to the field, this program will equip you with practical insights to enhance your practice. Don't wait - register today!

  • Understand best practices relating to identifying and documenting estate assets.
  • Learn the importance of maintaining accurate financial and other records.
  • Explore accounting and valuation methods and issues associated therewith.

Abbreviated Agenda

  1. Estate Inventory: Types of Assets to Include
  2. Maintain Accurate Financial Records
    1. Income and Expenses
    2. Debts and Liabilities
    3. Tax-Related Information
  3. Accounting and Valuation Methods
    1. Cash Basis v. Accrual Basis
    2. Other Methods
    3. Choosing Method Based on Estate Complexity
    4. Pitfalls To Avoid

Related Topics

Product ID 99080

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Tennessee CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Inventory and Accounting Best Practices in Estate Planning

    1. Estate Inventory: Types of Assets to Include
    2. Maintain Accurate Financial Records
      1. Income and Expenses
      2. Debts and Liabilities
      3. Tax-Related Information
    3. Accounting and Valuation Methods
      1. Cash Basis v. Accrual Basis
      2. Other Methods
      3. Choosing Method Based on Estate Complexity
      4. Pitfalls To Avoid

Who Should Attend

This program is for attorneys. Paralegals, office managers, and other legal professionals may also benefit.

Speakers

Don D Ford III
Don D.
Ford, III
Ford + Bergner LLP
Speaker bio
Don D Ford III

Don D. Ford, III

Ford + Bergner LLP
Don Ford

is the managing partner with the law firm of Ford + Bergner LLP, and is board-certified in estate planning and probate. He has lectured to various professional groups on tax and estate planning, probate, and guardianships topics, and practices exclusively in these areas. In 2014, Mr. Ford was appointed by the chief justice of the Texas Supreme Court to serve as a commissioner on the Judicial Branch Certification Commission as a subject-matter expert in the area of guardianships. Additionally, he served from 2006 to 2014 on the Texas Guardianship Certification Board, where he served as the vice-chair of the committee and chaired the Rules Committee. Mr. Ford has also served on the editorial board of the Houston Lawyer Magazine, and the Board of Trustees for the Houston Lawyer Referral Service. He is a member of the Probate, Trusts and Estates sections of both the Houston and Dallas bar associations. Mr. Ford earned his B.B.A. and J.D. degrees from Baylor University, and worked on his Masters in taxation while in law school.

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