Trusts, Estates & Probate

WI Specific

Wisconsin Estate Administration From Start to Finish

Credits Available
Credit Status Total
Wisconsin CLE Approved 8 Total
OnDemand
6 hours 39 minutes
Rick Steinberg
Sarah Barnes
Emily Selner
Steven Sorenson
With Rick D. Steinberg from Glojek & Steinberg Law Offices SC + 3 others
Recorded March 12, 2025
Product ID 99814

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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, taxation, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax 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 tax issues, 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. Handling Creditor Claims and Debt
  4. Complex Issues in Estate Administration
  5. Handling Estate Administration Tax Issues
  6. Distribution and Closing of the Estate
  7. Ethics and Estate Administration

Related Topics

Product ID 99814

Credit Details

Credits Available
Credit Status Total
Wisconsin 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
    5. Marshalling Assets

  3. 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

  4. 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

  5. Handling Estate Administration Tax Issues

    1. Examples of Forms Needed
    2. Federal and State Estate Tax Considerations
    3. Income Tax Issues for the Estate and the Heirs
    4. Resolving Disputes With Taxing Authorities
    5. Deductions and Exemptions
    6. How the Generation-Skipping Transfer Tax Affects Your Clients
    7. Tax Deadlines and Handling Extensions
    8. Sales of Real Property

  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

Rick D Steinberg
Rick D.
Steinberg
Glojek & Steinberg Law Offices SC
Sarah J Barnes
Sarah J.
Barnes
National Benefits Services, LLC
Emily Selner
Emily
Selner
Axley Brynelson, LLP
Steven R Sorenson
Steven R.
Sorenson
von Briesen & Roper, s.c.
Speaker bio
Rick D Steinberg

Rick D. Steinberg

Glojek & Steinberg Law Offices SC
Rick Steinberg

is an attorney with the Glojek & Steinberg Law Offices SC in West Allis. He practices in the areas of estate planning, wills and trusts, probate estates, personal injury, criminal defense and traffic, debt collection, business and contracts, and real estate. Mr. Steinberg has a history of serving on the board of directors for various businesses and organizations in the Milwaukee Metro areas. He has served on the Lawyer Referral and Information Service Committee of the Milwaukee Bar Association for the last 15 years. Mr. Steinberg earned his B.A. degree from University of Wisconsin at La Crosse and earned his J.D. degree from Western Michigan University Cooley Law School.

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Speaker bio
Sarah J Barnes

Sarah J. Barnes

National Benefits Services, LLC
Sarah Barnes

is an attorney and legal counsel with National Benefits Services LLC, where she handles all levels of trust and estate administration matters. She was previously in private practice for many years, where she practiced in the areas of estate planning and elder law. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane County Bar Association, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes serves on a number of non-profit boards, is a frequent speaker at various continuing legal education seminars, and has served as guest faculty at the University of Wisconsin-Madison. She is admitted to practice in the state of Wisconsin. 

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Speaker bio
Emily Selner

Emily Selner

Axley Brynelson, LLP
Emily Selner

is a senior associate in the Madison office of Axley Brynelson, LLP. She is a member of the firm's business practice group and concentrates her practice on trust and estates, tax, business planning, and agriculture law. Ms. Selner earned her B.S. degree from the University of Wisconsin-Madison and her J.D. degree from Marquette University Law School.

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Speaker bio
Steven R Sorenson

Steven R. Sorenson

von Briesen & Roper, s.c.
Steven Sorenson

is a shareholder with the law firm of von Briesen & Roper, s.c. He is a member of the American Bar Association Law Foundation, chairs the District Three Wisconsin Office of Lawyer Regulation Committee, and serves on the Ethics Committee of the American Bar Association's Legal Education Committee. Mr. Sorenson formerly served as secretary and president of the State Bar of Wisconsin. He is a former member of the House of Delegates of the American Bar Association, former president of both the National Conference of Bar Presidents and the Wisconsin Law Foundation Fellows, and a current member of the foundation's Board of Trustees. Mr. Sorenson presents lectures throughout the state of Wisconsin on various topics, ranging from real estate law to professional ethics. He earned his undergraduate degree from Luther College and his J.D. degree from Marquette University Law School. During that time, he also attended American University in Washington, D.C. to study national public policy.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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