Estate Administration: Opening and Closing the Estate and Resolving Related Issues
Managing Fiduciary Powers and Duties, Distribution of Assets, Claims Against the Estate, and Tax Issues
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Tuesday, August 14, 2012
Recorded event now available
This CLE webinar will provide estate planning counsel with a review of issues involved in estate administration. The panel will outline best practices for managing jurisdiction and venue; opening the estate; distributing assets; dealing with claims against the estate, tax and valuation issues; and closing the estate.
Description
Estate administration can present a range of challenges for estate counsel. Difficulties with administering an estate can arise from what seem to be simple matters. Fiduciaries and personal representatives are confronted with issues from both beneficiaries and creditors.
Consideration must be given to jurisdiction and venue, opening the estate, handling and distributing the assets, and managing claims of the estate. The personal representative’s and fiduciary’s duties, tax issues, and elections, valuation issues and closing the estate must be addressed.
Listen as our authoritative panel of estate planning attorneys highlights key challenges that arise in estate administration. The panel will offer best practices for handling estate complexities, such as meeting fiduciary duties, handling and distributing assets, dealing with claims against the estate and tax issues, and closing the estate.
Outline
- Jurisdiction/venue
- Opening the estate
- The personal representative/executor's duties
- Handling assets
- Claims against the estate
- Tax issues
- Distribution
- Closing
Benefits
The panel will review these and other key questions:
- What are the proper procedures for distributing assets and handling claims against the estate?
- What are the most common tax and valuation issues and what are the best practices for resolving them?
- What are the common estate administration pitfalls that should be anticipated and avoided?
Faculty
Mary A. Akkerman, Partner
Lindquist & Vennum, Sioux Falls, S.D.
She practices in the areas of estate planning, wills and trusts, estate and trust litigation, guardianship and conservatorship litigation, tax litigation, probate, adoptions, prenuptial agreements, antenuptial agreements, and cohabitation agreements. She serves on the S.D. State Bar Law School Committee. She is a member of the Sioux Falls Estate Planning Council and USD Planned Giving Council.
Dawn D. Hallman, Atty
Hallman & Associates, Norman, Okla.
She limits her practice to wealth transfer planning and estate planning, including trusts, trust administration, tax planning and probate. She is a lecturer on topics of estate planning and asset protection in continuing education programs. She is a recipient of the Five Star Program Award recognizing her as one of the top estate planners in Oklahoma.
J. Brian Thomas, Atty
Burdette & Rice, Dallas
He focuses his practice on probate, estate administration, guardianship and estate planning matters, assisting clients with uncontested probate issues, and contested and litigated estate administrations and guardianships. He regularly speaks on matters of probate, administration of estates, guardianship and estate planning to a wide variety of professional groups.
Ordering
Online CLE - Audio Recording
Includes streaming audio of full program plus handouts (available 24 hours after live program).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, MO, MT, TX*, VT, WA.
Upon request, also available in: CO, CT*, FL, GA, ID, KY, LA*, ME, NC, ND, NE, NH, NM, NV, OR*, SC, TN, UT, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)
Online CLE Audio $147.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, HI, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, GA, ID*, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com. (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)
Webinar Download (Slide Presentation with Audio) $147.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $147.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $147.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $147.00
plus $9.45 S&H
Available ten business days after the live event
Webinar/Teleconference
Strafford webinars/teleconferences offer several options for participation: online viewing of speaker-controlled PowerPoint presentations with audio via computer speakers or via phone; or audio only via telephone (download speaker handouts prior to the program). Please note that our webinars do not feature videos of the presenters.
Program Materials
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Program Materials
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CLE Credit
Strafford's live seminars qualify for CLE in every state that accredits webinars. They offer you a high quality, cost effective, and convenient CLE option, with no lost travel time or expenses.
Customer Reviews
I thought the information provided was great.
Erika Gamiz
Law Offices of Marcia L Kraft
Better than I expected. Well done on both subject matter and production quality.
Jeff Simpson
Gordon, Fournaris & Mammarella
The seminar was very informative and easy to understand.
Amy Allison
Anderson Hunter Law Firm
The program was well organized and discussed the major issues.
Roxy Hammett
Wolff & Samson
The webinar offered excellent insight into some specific areas.
Beth Ann R. Lawson
Virginia Beach Law Group
Estate Planning Advisory Board
Partner
Annino & Ligon
Consultant, Speaker and Author
Napa, CA
Partner
McArthur Franklin
Partner and Practice Group Leader - Tax
Waller Lansden Dortch & Davis
Partner
Schiff Hardin
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