Trusts, Estates & Probate

VA Specific

Virginia Estate Administration From Start to Finish

Credits Available
Credit Status Total
Virginia CLE Approved 6.5 Total
OnDemand
6 hours 35 minutes
William Seymour
Lisa Campo
Richard John Ruddy
John Rodgers
With William F. Seymour IV from FloranceGordonBrown PC + 3 others
Recorded March 13, 2025
Product ID 99816

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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. Marshalling Assets
  4. Handling Creditor Claims and Debt
  5. Complex Issues in Estate Administration
  6. Handling Estate Administration Tax Issues
  7. Distribution and Closing of the Estate
  8. Ethics and Estate Administration

Related Topics

Product ID 99816

Credit Details

Credits Available
Credit Status Total
Virginia CLE Approved 6.5 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. 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

  7. 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

  8. 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

William F Seymour IV
William F.
Seymour, IV
FloranceGordonBrown PC
Lisa M Campo
Lisa M.
Campo
Hale Ball Murphy, PLC
Richard John Ruddy Jr.
Richard John
Ruddy, Jr.
The Ruddy Law Firm
John F Rodgers
John F.
Rodgers
Redmon Peyton & Braswell, LLP
Speaker bio
William F Seymour IV

William F. Seymour, IV

FloranceGordonBrown PC
William Seymour

is a shareholder of FloranceGordonBrown PC, where he is a member of the firm's litigation, business law, and estate planning and administration practice groups. He advises clients on issues relating to business disputes and other commercial litigation matters. Mr. Seymour also assists and represents clients in commercial and real estate transactions, and counsels clients on estate planning, and estate and trust administration issues. As part of his estate and trust practice, he routinely addresses tax issues arising during estate and trust administration. Mr. Seymour is a member of the Virginia Bar Association, Virginia Association of Defense Attorneys, Richmond Bar Association and Henrico Bar Association. He earned his B.A. degree, cum laude, from Hampden-Sydney College and his J.D. degree from the University of Richmond T.C. Williams School of Law.

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Speaker bio
Lisa M Campo

Lisa M. Campo

Hale Ball Murphy, PLC
Lisa Campo

is a senior associate attorney at Hale Ball Murphy PLC. She has been with the firm since 2007 as a legal assistant, before attending law school and as a law clerk during law school. After passing the Virginia bar, Ms. Campo continued with the firm as an associate attorney. She graduated from University of Baltimore School of Law in Baltimore, Maryland. Ms. Campo concentrates her practice in the areas of trust and estate litigation, fiduciary litigation, contested guardianships and conservatorships, business litigation, civil litigation, and probate. She has appeared numerous times before many circuit courts throughout Virginia and has participated in appeals before the Court of Appeals of Virginia and the Supreme Court of Virginia. Ms. Campo is a member of the Virginia Bar Association and the Fairfax Bar Association.

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Speaker bio
Richard John Ruddy Jr.

Richard John Ruddy, Jr.

The Ruddy Law Firm
Richard John Ruddy

is the founder and owner of The Ruddy Law Firm in Fairfax, Virginia, where his practice focuses on small business, estate planning, probate, trust and estate administration, and adult guardianship. Mr. Ruddy is a member and past president of the Fairfax Bar Association. He is the creator and publisher of The Probate Nation at www.probatenation.com and the host of the local public TV show entitled "How to Probate an Estate." Mr. Ruddy earned his B.A. degree in economics from St. Vincent College, his J.D. degree from the University of Richmond Law School, his L.L.M. (tax) degree at Georgetown University Law Center and a CFP certificate from the College of Financial Planning.

 

 

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Speaker bio
John F Rodgers

John F. Rodgers

Redmon Peyton & Braswell, LLP
John Rodgers

is a partner in the law firm of Redmon Peyton & Braswell, LLP. He has practiced estate and business planning and tax law for 40 years. Mr. Rodgers was admitted to the Virginia and District of Columbia Bars in 1979 and to the Florida Bar in 1980. He is a member of the American Bar Association Section of Taxation and serves on its Estate Planning and Closely Held Business committees. He has co-authored several books on estate planning, limited liability companies, and will drafting. Mr. Rodgers has served as an instructor of business law at Strayer University. In his fields of emphasis, he has advised companies as to the tax and business aspects of mergers and acquisitions, business formation issues including choice of entity, and business tax issues such as compliance and audit representation. Mr. Rodgers has worked extensively in the areas of trusts and estates, estate administration, and as tax counsel to large estates. He has successfully contested local and state tax assessments on behalf of businesses including: license tax, business personal property tax, and sales tax assessments. Mr. Rodgers earned his B.B.A. and B.B.S. degrees from Southern Methodist University, and his J.D. degree from William & Mary Law School.

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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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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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