Webcast Estate Administration Basic Skills
February 2013
Estate Administration Basic Skills
Program Highlights
- Initial Client Interview and Opening an Estate
- Introduction to JDF Forms
- Rights of Surviving Spouse and Family
- Creditors' Claims
- Real Estate Matters
- Ethics and Advising the Fiduciary
- Income Tax Issues
- Closing the Estate
- Tricks of the Trade
Program Description:
Estate administration is a process with many details and deadlines, so it is important to have an organized plan from the time the estate is opened until it is closed.
Attend this program to hear top experts give you an overview of the essential steps to take in areas such as tax, creditors' claims, real estate matters … and much more!
Then, the next time the administration of your client's estate becomes complex, you'll be able to focus on those complexities, because you will have attended this program and mastered the basics of estate administration.
Topics:
Initial Client Interview and Opening an Estate
This nuts and bolts session will discuss: interviewing the client and the decedent's family to obtain the information to open and process an estate; the roles of the client, attorney and paralegal; resources available to the grieving family; and identifying family conflict.
Presented by Patrick M. Plank, Esq.
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 Bruce E. Deacon, Esq.
Creditors' Claims
This session will walk you through the creditor claim process, including: presentation of claims; notice and response deadlines; who should get actual notice; disallowing claims; payment of claims in insolvent estates; and Medicaid estate recovery.
Presented by Melissa R. Schwartz, Esq.
Introduction to JDF Forms
This session will provide an overview of the administration process for both probate and trust estates, emphasizing: formal and informal opening of the estate; distinguishing between probate and nonprobate assets; notice; the inventory; and use of checklists. Relevant JDF forms will be reviewed.
Presented by Mark D. Masters, Esq.
Rights of Surviving Spouse and Family
A review of: the augmented estate and elective share rights of the surviving spouse; the statutes governing a pretermitted spouse or child; and the exempt property and family allowances.
Presented by Clara Brown Shaffer, Esq.
Ethics and Advising the Fiduciary
This session will cover: how to counsel the fiduciary through the administration process; conflicts of interest and identifying the client; and fiduciary vs. beneficiary representation.
Presented by Alison E. Zinn, Esq.
Introduction to Income Tax Issues
A review of: basis issues of probate and nonprobate assets; obtaining a taxpayer ID number for the estate or trust; the decedent's final income tax return; and fiduciary income tax return.
Presented by Jamie J. Roth, Esq.
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.
Tricks of the Trade
Practical tips in estate administration.
Presented by Bob Steenrod, Jr., Esq.
Moderator
Jamie J. Roth, Esq.
Brown & Brown, PC
Grand Junction, CO
Faculty
Bruce E. Deacon, Esq.
Norton, Smith & Keane, PC
Denver, CO
Denver, CO
Mark D. Masters, Esq.
Horen, Lockwood & Masters, LLP
Englewood, CO
M. Kent Olsen, Esq.
Olsen & Traeger, LLP
Denver, CO
Olsen & Traeger, LLP
Denver, CO
Patrick M. Plank, Esq.
Patrick M. Plank, LLC
Littleton, CO
Melissa R. Schwartz, Esq.
Steenrod, Schwartz & McMinimee, LLP
Denver, CO
Clara Brown Shaffer, Esq.
Brown & Brown, PC
Grand Junction, CO
Bob Steenrod, Jr., Esq.
Steenrod, Schwartz & McMinimee, LLP
Denver, CO
Alison E. Zinn, Esq.
Wade Ash Woods Hill & Farley, PC
Denver, CO
Registration Fees
| Non Member | $309.00 |
| CBA | $289.00 |
| TRUST | $269.00 |
| CLPE | $269.00 |
| Non Member | $199.00 |
| New Lawyer | $199.00 |
| CBA | $99.00 |
| Non Member | $0.00 |
- General Credits: 7.00
- Ethics Credits: 1.00
- EDI Credits:
To join the CBA or add a Section to your membership click