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 with Q&A
This CLE course 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.
- Opening the estate
- The personal representative/executor's duties
- Handling assets
- Claims against the estate
- Tax issues
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?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Mary A. Akkerman
Lindquist & Vennum
Ms. Akkerman practices in the areas of estate planning, wills and trusts, estate and trust litigation, guardianship and... | Read More
Ms. Akkerman 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.Close
Dawn D. Hallman
Hallman & Associates
She limits her practice to wealth transfer planning and estate planning, including trusts, trust administration, tax... | Read More
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.Close
J. Brian Thomas
Burdette & Rice
Mr. Thomas focuses his practice on probate, estate administration, guardianship and estate planning matters,... | Read More
Mr. Thomas 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.Close