OK Specific

Trusts, Estates & Probate

Oklahoma Estate Administration From Start to Finish

Credits Available
Credit Status Total
Oklahoma CLE Approved 8 Total
OnDemand
6 hours 33 minutes
Johnny Akers
Bria Winston
Johnnie James
Brian Hill
Melissa Martin
Tessa Baker
With Johnny P. Akers from Law Center of Akers & Esser + 5 others
Recorded December 17, 2024.
Product ID 99315

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Overview

A Comprehensive Step-By-Step Guide to Estate Administration

Whether you're new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution,marshalling assets and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets and business ownership issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - register today!

  • Learn how to meet every deadline, follow procedures, and complete essential forms.
  • Identify key estate administration pitfalls you need to avoid.
  • Come away with helpful forms, sample documents, and checklists to assist in the process.
  • Acquire strategies to ensure you can help your clients through every step of the probate process.
  • Manage your client's entire estate administration procedures properly and effectively.
  • Learn how to tackle complex estate administration issues such as jointly held assets and will contests.
  • Understand how to properly transfer and distribute assets.
  • Explore proper procedures and processes when dealing with insurance claims and debt during estate administration.
  • Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes.
  • Get the latest information on allowances and elections against the will.
  • Identify how to properly distribute assets to minors, surviving spouses and trusts.

Abbreviated Agenda

  1. Commencement of Proceedings and Information Gathering
  2. Initial Steps to the Estate Administration Process
  3. Marshalling Assets
  4. Handling Creditor Claims and Debt
  5. Complex Issues in Estate Administration
  6. Distribution and Closing of the Estate
  7. Ethics and Estate Administration

Related Topics

Product ID 99315

Credit Details

Credits Available
Credit Status Total
Oklahoma CLE Approved 8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Commencement of Proceedings and Information Gathering

    1. Appointment of Estate Administration
      1. Formal vs. Informal Proceedings
      2. Sample Letters of Authority
    2. First Meeting With Family or Designated Personal Representative and Determination of Heirs
    3. Written Fee Agreements
    4. Tips to Locate Information Quickly Using Online and Government Resources
    5. Dealing with Multiple States

  2. Initial Steps to the Estate Administration Process

    1. Understanding the Laws of Intestacy
    2. Sample Estate Administration Checklists, Forms and Required Notices Needed
    3. Interpreting Provisions and Terms of Art Found in Wills
    4. Using Disclaimers Correctly

  3. Marshalling Assets

    1. Procedures to Locating and Marshalling Probate and Non-Probate Assets
      1. Safe Deposit Boxes and Bank Accounts
      2. Real Estate
      3. Brokerage Accounts, 401Ks, IRAs, Pensions and Life Insurance Policies
    2. Sample Forms and Documents Needed
    3. Appraisers and Valuing the Property of Probate Estates

  4. Handling Creditor Claims and Debt

    1. Sample Forms and Required Notices Needed
    2. Priority and Payment of Claims
    3. Late Claims and Contested Claims
    4. Steps to Ensure all Debt is Located and Handled Correctly
      1. What if the Assets Don't Cover the Bills?
      2. Bankruptcy and Foreclosure
    5. Selling of Assets and Properly Dealing with Creditors

  5. Complex Issues in Estate Administration

    1. Jointly Held Assets
    2. Spousal Claims
      1. Allowances and Elections Against the Will
    3. Handling Unmarried Couples and Stepchildren
    4. Will Contests, Trust and Estate Disputes
    5. Business Ownership
    6. Agency Problems Involving Guardianships, Conservatorships, Powers of Attorney or Other Agency Relationships

  6. Distribution and Closing of the Estate

    1. Sample Forms, Agreements and Documents Needed
    2. Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
      1. Real Estate
      2. 401Ks, IRAs, Pensions and Life Insurance Policies
      3. Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
    3. Distributions in Kind
    4. Distribution to Minors, Surviving Spouse and Trusts
    5. Disposition of Unclaimed Assets
    6. Proper Settlement of the Estate
      1. Formal and Informal Estate Accountings
      2. Choosing the Appropriate Closing Procedure
      3. Compensation and Discharge of the Personal Representative

  7. Ethics and Estate Administration

    1. Breach of Fiduciary Responsibility
    2. Avoiding Conflicts of Interest
    3. Attorney-Client Privilege
    4. Fee Agreements

Who Should Attend

This basic level online seminar is designed for professionals who want to be more effective in the estate administration process, such as:

  • Attorneys
  • CPAs and Accountants
  • Paralegals
  • Wealth Managers
  • Tax Professionals
  • Trust Officers

Speakers

Johnny P Akers
Johnny P.
Akers
Law Center of Akers & Esser
Bria Winston
Bria
Winston
Ball Morse Lowe PLLC
Johnnie J James III
Johnnie J.
James, III
The Law Office of Johnnie James, PLLC
Brian Hill
Brian
Hill
Ball Morse Lowe PLLC
Melissa P Martin
Melissa P.
Martin
The Title Law Group PLLC
Tessa Baker
Tessa
Baker
Speaker bio
Johnny P Akers

Johnny P. Akers

Law Center of Akers & Esser
Johnny Akers

is a managing partner of the Law Center of Akers & Esser, located in Bartlesville, Oklahoma. The Law Center of Akers & Esser specializes in tort and contract litigation. Aside from handling numerous personal injury cases, Mr. Akers has also litigated complex civil cases including pipeline explosions to civil rights violations, employment contracts, and sexual assault and battery of minor children. Mr. Akers worked for the Kansas Insurance Department while receiving his J.D. degree from Washburn University School of Law. His office practice also includes advice to clients in regard to business planning, real and personal property issues, and estate planning. Mr. Akers is licensed to practice in the state of Oklahoma in both the state district courts, as well as the federal district courts. He has been admitted to practice in the Federal Court for the Western District of Texas as well. Recently, Mr. Akers made oral arguments on behalf of a client he represented before the Tenth Circuit Federal Court of Appeals in Denver. He also provides pro bono work for many churches, educational and nonprofit organizations. Mr. Akers' resume includes being an adjunct professor, National Business Institute faculty member, and a requested guest lecturer regarding the practice of law.

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Speaker bio
Bria Winston

Bria Winston

Ball Morse Lowe PLLC
Bria Winston

is a partner with Ball Morse Lowe PLLC, whose practice is focused on estate planning, entity formation and maintenance, and prenuptial agreements. Prior to joining the firm, her practice focused on family law litigation. Ms. Winston received her B.A. degree from the University of Oklahoma, where she graduated with distinction; and her J.D. degree, magna cum laude, from Oklahoma City University School of Law. She is a member of the Oklahoma Bar Association, the Oklahoma County Bar Association, the Oklahoma City Estate Planning Council, and the Council of Entrepreneurs. Ms. Winston is admitted to practice law in Oklahoma.

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Speaker bio
Johnnie J James III

Johnnie J. James, III

The Law Office of Johnnie James, PLLC
Johnnie James

is an attorney at The Law Office of Johnnie James, PLLC. He specializes in business, criminal defense, DUI law, copyright, estate planning, entertainment, intellectual property, legal consulting, personal injury, and trademark law. Mr. James III earned his degree from The University of Tulsa and his J.D. from Charlotte School of Law. He is admitted to practice law in Oklahoma and before the U.S. District Court, Northern District of Oklahoma.

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Speaker bio
Brian Hill

Brian Hill

Ball Morse Lowe PLLC
Brian Hill

is a partner at Ball Morse Lowe PLLC whose practice is focused on estate planning and probate. He served on the Oklahoma City Estate Planning Council for eight years and served as its president in his final year. Further, Mr. Hill has served as an officer of the Estate Planning Section for the Oklahoma Bar Association. He earned his B.S. degree from the University of Oklahoma and his J.D. degree from the University of Tulsa College of Law. Mr. Hill is admitted to practice law in Oklahoma.

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Speaker bio
Melissa P Martin

Melissa P. Martin

The Title Law Group PLLC
Melissa Martin

represents clients in the area of oil and gas law, estate planning, and probate matters, with an emphasis on oil and gas title opinions. She particularly enjoys helping royalty owners and division order departments to help cure title issues and release suspense. Ms. Martin earned her B.A. degree from the University of Delaware; her M.S. degree from American University; her J.D. degree from Pennsylvania State University, Dickinson School of Law; and her M.B.A. degree from the University of Oklahoma. She is a member of the Pennsylvania Bar Association, National Association of Division Order Analysts and Women’s Energy Network. Ms. Martin is admitted to practice law in Pennsylvania, New Jersey and Oklahoma.

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Speaker bio
Tessa Baker

Tessa Baker

Tessa Baker

is an attorney with Oklahoma Estate Attorneys, PLLC, where she practices primarily in estate planning and probate. Ms. Baker is a member of the Oklahoma Bar Association. She earned her B.A. degree from Brigham Young University and her J.D. degree from the Oklahoma City University School of Law.

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