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

Conducted on Tuesday, August 14, 2012

Recorded event now available

or call 1-800-926-7926
Course Materials

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.


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.



  1. Jurisdiction/venue
  2. Opening the estate
  3. The personal representative/executor's duties
  4. Handling assets
  5. Claims against the estate
  6. Tax issues
  7. Distribution
  8. Closing


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
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

Dawn D. Hallman
Dawn D. Hallman

Hallman & Associates

She limits her practice to wealth transfer planning and estate planning, including trusts, trust administration, tax...  |  Read More

J. Brian Thomas
J. Brian Thomas

Burdette & Rice

Mr. Thomas focuses his practice on probate, estate administration, guardianship and estate planning matters,...  |  Read More

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