Estate Administration Basic Skills - In-Person
Navigating estate administration can be challenging with numerous deadlines and details to handle. Having a clear, organized plan from the moment an estate is opened until its final closure is crucial.
Our panel of experts will guide you through creating an estate administration timeline and preparing for common challenges, including trust matters, taxation, the elective share, creditors' claims, and real estate issues. Develop a solid understanding of the administration process and the confidence to manage even the most intricate cases.
- A comprehensive introduction to probate and estate administration
- Practical, hands-on learning with a fact pattern explored throughout the day
- Insights and strategies from seasoned practitioners and The Honorable Elizabeth D. Leith, Presiding Judge, Denver Probate Court
- For in-person attendees, enjoy a boxed lunch and take advantage of an informal setting at lunch to ask a few of the faculty your general estate administration questions.
CBA-CLE will email webinar access information 24-48 hours before the program.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
8:00 – 8:30 am
Registration
8:30 - 8:35 am
Welcome and Introduction
Extended by Jamie J. Roth, Esq., Wade Ash LLC, and Jody Davis, Esq., CBA-CLE
8:35 - 9:35 am
Introduction to the World of Probate
This session will provide an overview of the administration process for both probate and trust estates, emphasizing the formal and informal opening of the estate; distinguishing between probate and non-probate assets; notice; the inventory; and use of checklists. Relevant JDF forms will be reviewed.
Presented by Mark D. Masters, Esq., Glatstein & O'Brien LLP
9:40 - 10:30 am
Initial Client Interview and Opening an Estate
This nuts-and-bolts session will discuss information to obtain and advice to convey at the initial meeting with the client, details on opening the probate estate, JDF forms, and matters to address early in the estate administration process.
Presented by Jennifer M. Spitz, Esq., Lyons Gaddis, P.C.
10:30 - 10:40 am
Morning Break
10:40 - 11:30 am
Ethics and Advising the Fiduciary
Learn how to counsel the fiduciary through the administration process, conflicts of interest and identifying the client, and fiduciary versus beneficiary representation.
Presented by Hayley M. Lambourn, Esq., Wade Ash LLC
Submitted for 1 Ethics Credit
11:35 am - 12:35 pm
Rights of Surviving Spouse and Family
A review of the augmented estate and elective share rights of the surviving spouse, statutes governing a pretermitted spouse or child, and exempt property and family allowances.
Presented by Amber J. Marchlowska, Esq., Sigler & Nelson LLC
12:35 - 1:30 pm
Lunch Break + Q&A (In-Person Only)
Enjoy a boxed lunch, included with your in-person registration, and take advantage of this informal setting to ask a few of the faculty your general estate administration questions. While no credit is offered for this session, it's a valuable opportunity to gain deeper insights and clear away confusions you may have.
1:30 - 2:20 pm
Introduction to Income Tax Issues
A review of basis issues of probate and non-probate assets, obtaining a taxpayer ID number for the estate or trust, the decedent's final income tax return, and fiduciary income tax returns.
Presented by Jamie J. Roth, Esq., Wade Ash LLC, Program Chair
2:25 - 3:05 pm
Real Estate Matters
A survey of real estate issues you might encounter in estate administration cases, including how to complete the personal representative's deed, titling problems, and conveyances to and from a trust.
Presented by Patrick Thiessen, Esq., Frie, Arndt, Danborn & Thiessen P.C.
3:05 - 3:15 pm
Afternoon Break
3:15 - 3:55 pm
Creditors' Claims
This session will walk you through the creditor claim process, including: the presentation and disallowance of claims, notice and response deadlines, who should get actual notice, payment of claims in insolvent estates, and recovery against non-probate assets.
Presented by Lindsay L. Andrew, Esq., Schwartz, McMinimee & Andrew, LLC
4:00 - 4:40 pm
Closing the Estate
An overview of the process of completing probate or trust administration, including: required filings, preparing interim and final accountings and other required filings, alternatives in closing and distribution, notice requirements, and distributions to minors and incapacitated persons. Relevant JDF forms will be reviewed.
Presented by M. Kent Olsen, Esq., Law Office of M. Kent Olsen
4:40 – 5:00 pm
A View from the Bench
Gain practice tips for attorneys who are new to estate administration.
Presented by The Honorable Elizabeth D. Leith, Presiding Judge, Denver Probate Court
Registration Fees
| Non Member | $529.00 |
| CBA Member | $399.00 |
| CBA Trust and Estate Law Section Member | $319.00 |
| CBA Elder Law Section Member | $319.00 |
| CBA YLD Section Member | $319.00 |
| DBA YLD Section Member | $319.00 |
| Paralegal/Legal Support Staff | $199.50 |
| Active Military | $199.50 |
| Public Service/Government | $199.50 |
| CLEACCESSPASS---ELITE Pass Holder | $20.00 |
| New Lawyer Edge Partner | $0.00 |
| Student Currently Enrolled in Law School | $0.00 |
- General Credits: 8.00
- Ethics Credits: 1.00
- EDI Credits:
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