Georgia Estate Administration From Start to Finish
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Georgia CLE |
|
6.5 Total | 12-31-2025 |
Buy This Course
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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 dealing with creditors, 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.
- 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
- Commencement of Proceedings and Information Gathering
- Initial Steps to the Estate Administration Process
- Marshalling Assets
- Handling Creditor Claims and Debt
- Handling Estate Administration Tax Issues
- Distribution and Closing of the Estate
- Ethics and Estate Administration
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Georgia CLE |
|
6.5 Total | 12-31-2025 |
Select Jurisdiction
CLE
Agenda
-
Commencement of Proceedings and Information Gathering
- Appointment of Estate Administration
- Formal vs. Informal Proceedings
- Sample Letters of Authority
- First Meeting With Family or Designated Personal Representative and Determination of Heirs
- Written Fee Agreements
- Tips to Locate Information Quickly Using Online and Government Resources
- Dealing with Multiple States
- Appointment of Estate Administration
-
Initial Steps to the Estate Administration Process
- Understanding the Laws of Intestacy
- Sample Estate Administration Checklists, Forms and Required Notices Needed
- Interpreting Provisions and Terms of Art Found in Wills
- Using Disclaimers Correctly
-
Marshalling Assets
- Procedures to Locating and Marshalling Probate and Non-Probate Assets
- Safe Deposit Boxes and Bank Accounts
- Real Estate
- Brokerage Accounts, 401Ks, IRAs, Pensions and Life Insurance Policies
- Sample Forms and Documents Needed
- Appraisers and Valuing the Property of Probate Estates
- Procedures to Locating and Marshalling Probate and Non-Probate Assets
-
Handling Creditor Claims and Debt
- Sample Forms and Required Notices Needed
- Priority and Payment of Claims
- Late Claims and Contested Claims
- Steps to Ensure all Debt is Located and Handled Correctly
- What if the Assets Don't Cover the Bills?
- Bankruptcy and Foreclosure
- Selling of Assets and Properly Dealing with Creditors
-
Handling Estate Administration Tax Issues
- Examples of Forms Needed
- Federal and State Estate Tax Considerations
- Income Tax Issues for the Estate and the Heirs
- Resolving Disputes With Taxing Authorities
- Deductions and Exemptions
- How the Generation-Skipping Transfer Tax Affects Your Clients
- Tax Deadlines and Handling Extensions
- Sales of Real Property
-
Distribution and Closing of the Estate
- Sample Forms, Agreements and Documents Needed
- Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
- Real Estate
- 401Ks, IRAs, Pensions and Life Insurance Policies
- Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
- Distributions in Kind
- Distribution to Minors, Surviving Spouse and Trusts
- Disposition of Unclaimed Assets
- Proper Settlement of the Estate
- Formal and Informal Estate Accountings
- Choosing the Appropriate Closing Procedure
- Compensation and Discharge of the Personal Representative
-
Ethics and Estate Administration
- Breach of Fiduciary Responsibility
- Avoiding Conflicts of Interest
- Attorney-Client Privilege
- 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
Speaker bio
Giliel A. Nellis
Esq, LL.M., is a partner with The Murray Nellis Law Group, where his practice includes areas of tax, trusts, estates, charity, business and veterans benefits. He earned his B.A. degree from The University of Chicago; his J.D. degree from Mercer Law School; and his LL.M., Master of Laws in tax and estate planning and charity law, from The University of Miami School of Law. Mr. Nellis is a member of the Georgia Bar Association, National Christian Foundation,Heckerling Institute on Estate Planning and Accredited Veterans Association.
Speaker bio
R. Ann Grier
is a member of the trusts and estates service group in the Atlanta office of Stites & Harbison, PLLC. She brings many years of experience representing and advising clients in a variety of personal and business matters, including estate planning, trusts, contract negotiation, employment law and alternative dispute resolution. Ms. Grier has conducted bench and jury trials in state and federal courts involving estate and probate litigation, commercial contract disputes, and general business matters. She earned her B.A. and J.D. degrees from the University of Georgia. Ms. Grier is a member of the State Bar of Georgia and the Atlanta Bar Association.
Speaker bio
Bukhari Nuriddin
is a senior attorney with The Baig Firm and the head of the firm's wills, trusts and estates practice. He comes to The Baig Firm after 15 years owning and operating The Nuriddin Law Company, P.C. where among practicing wills, trusts and estates law, Mr. Nuriddin handled a wide variety of legal matters. He is an attorney at law and general counsel with extensive experience providing creative, elegant and practical solutions to the legal and policy challenges faced by entrepreneurs, family offices, and municipalities. During his legal careers, Mr. Nuriddin has worked with entrepreneurs from a wide array of industries to help them establish and grow their businesses and effectuate their transactional goals. He has helped establish family offices with millions of dollars in assets under management structure their estate plans and philanthropic endeavors. Mr. Nuriddin recently completed a large disparity study for the City of Birmingham, Alabama that was designed to determine whether minority and women-owned businesses have an equal opportunity to participate in city contracting opportunities. He is a trusted advisor with significant knowledge and technical experience for structuring and finalizing a wide variety of complex commercial transactions, estate planning matters and public policy initiatives. Mr. Nuriddin attended Morehouse College and earned his J.D. degree from Howard University School of Law.
Speaker bio
C. Murray Saylor
is a partner at The Saylor Law Firm LLP. His practice areas include estate planning, wills and trusts, probate and estate administration, tax planning, tax return preparation and IRS representation, business planning and business law and incapacity planning, antenuptial/prenuptial agreements, postnuptial adjustments, business estate planning, corporate law, buying and selling of businesses, employee compensation, employee benefits, executive compensation, and transfer tax. Mr. Saylor is a CPA, has obtained the AICPA accreditation of personal financial specialist and is an accredited estate planner, National Association of Estate Planners and Councils. He is a member of the American Association of Attorney-CPAs; Atlanta Tax Forum, director; Atlanta Estate Planning Council; Atlanta Bar Association, Section chair 2013-2015, Board of Directors 2009-2015, member of the Estate Planning and Probate Section; State Bar of Georgia, member of the Fiduciary Law Section; and American Bar Association, member of the Probate and Real Property and Tax sections. He is licensed in both Georgia and Pennsylvania. Mr. Saylor earned his B.S. and M.S. degrees at the Wharton School, University of Pennsylvania; and his J.D. degree at the Temple University.
Speaker bio
John H. Killeen
is a shareholder and principal in the litigation section of Bodker, Ramsey, Andrews, Winograd & Wildstein, P.C., where his areas of practice include estate and probate litigation, divorce and family law, commercial litigation and civil litigation. He is a member of the State Bar of Georgia, and the New Jersey State and New York State bar associations. Mr. Killeen earned his B.A. degree from Vanderbilt University, his J.D. degree, cum laude, from Syracuse University College of Law and his M.B.A. degree from Emory University.
Speaker bio
Gregory D. Cotton
is a sole practitioner with the Law Offices of Gregory D. Cotton, where his practice is concentrated in the areas of probate, corporate, personal injury, products liability, domestic relations and criminal law. Mr. Cotton is a member of the Birmingham, Memphis-Shelby County and Tennessee bar associations, and the Alabama State Bar. He earned his B.A. degree from the University of Alabama and his J.D. degree from the Cumberland School of Law of Samford University.
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