Estate Administration Basic Skills 2017 - Build Your Practice - Replay Denver
December 2017
Estate Administration Basic Skills 2017 - Build Your Practice
Co-sponsored by the Colorado Bar Association Trust & Estate Section
Program Highlights:
At the end of this jam-packed day, you will better understand how to—
- Open an estate
- Distinguish between probate and non-probate assets
- Conduct the initial client interview
- Identify family conflict
- Counsel the fiduciary through the administration process
- Assess elective share rights
- Obtain a taxpayer ID number for the estate or trust
- Complete the personal representative’s deed
- Deal with creditors’ claims
- Prepare interim and final accountings
… and much more!
Program Description:
Estate administration is a process with many details and deadlines. Therefore, it is vital to your trust and estate practice that you have a well-organized plan from the time the estate is opened until it is closed.
Attend this program to develop your estate administration timeline. Hear top experts give you the essential steps in areas such as tax, the elective share, creditors’ claims, real estate matters … and much more!
After this program, the next time the administration of your client’s estate becomes complex, you’ll have those complexities well in hand, because you will have attended this program, and will have the confidence to confront those issues head on.
Agenda:
8:00 – 8:25 am
Registration and Continental Breakfast
8:25 – 8:30 am
Welcome and Introduction
Extended by Jamie J. Roth, Esq., Moderator
8:30 – 9:30am
Introduction to the World of Probate
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 non-probate assets; notice; the
inventory; and use of checklists. Relevant JDF forms will be reviewed.
Presented by Mark D. Masters, Esq.
9:30 – 10:20am
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 Jennifer Spitz, Esq.
10:20 – 10:30am
Networking Break
10:30 – 11:20am
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 Letitia M. Maxfield, Esq.
11:20am – 12:20pm
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 Josie Faix, Esq.
12:20 Pick up Box Lunch (Included in Your Tuition)
12:30 –1:20pm Lunch Panel Presentation (No CLE Credit Offered)
Ask the Faculty! Network and ask the faculty questions about estate administration.
1:20pm
Post-lunch Break
1:30 – 2:20pm
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.
2:20 – 3:00pm
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.
3:00 – 3:10pm
Networking Break
3:10 – 3:50pm
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.
3:50 – 4:30pm
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.
4:30pm
Tips and Tricks of the Trade
Inside Tips for Estate Administration
Presented by Melissa R. Schwartz, Esq.
5:00pm
Adjourn
Location Information
CBA-CLE Small Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $369.00 |
| CBA Member | $339.00 |
| CBA Trust and Estate Law Section Member | $289.00 |
| CBA Elder Law Section Member | $289.00 |
| Paralegal/Legal Support Staff | $249.00 |
| New Lawyer Edge Partner | $0.00 |
| CLEACCESSPASS---ELITE Pass Holder | $0.00 |
- General Credits: 8.00
- Ethics Credits: 1.00
- EDI Credits:
To join the CBA or add a Section to your membership click
Sponsor Information
- Introduction to the World of Probate
- NEW! Fact Pattern That Speakers Will Work from Throughout the Day!
- Insider Tips and Tricks of the Trade