Estate Administration Basic Skills Out of Stock
Co-sponsored by the CBA Trust and Estate Law Section
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Estate administration can be a maze of deadlines and details, and it is vital to have a well-organized plan, from the time the estate is opened until its closing.
Our expert panel will help you develop an estate administration timeline and equip you to handle common probate and trust issues, including taxation, the elective share, creditors’ claims, and real estate matters. You will leave with a solid understanding of the administration process and the confidence to confront complexities head-on.
• A thorough introduction to the world of probate
• Speakers and attendees will work from a fact pattern throughout the day
• Tips and advice from experienced practitioners and Honorable Elizabeth D. Leith
Home studies will be available approximately 2-3 weeks following the live program.
For your own safety, the safety of others, and in an effort to provide everyone with the most rewarding in-person meeting and event experiences possible, we request that you attend a CBA, DBA, or CLE meeting or event only if you have been fully vaccinated. Mask wearing is up to personal preference and comfort level. Masks may be required in some clinic settings. Please be cognizant and understanding of others’ preferences and courteous to all attendees.
Depending on CDC and/or state or local health guidelines, a rise in COVID-19 cases, or other circumstances that may threaten the well-being of our attendees, CBA-CLE reserves the right to convert to a fully virtual event.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. 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 and Coffee
8:30 - 8:35 am
Welcome and Introduction
Extended by Jamie J. Roth, Esq., Trust & Estate Advocates, LLP, Program Chair
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 Spitz, Esq., Lyons Gaddis, P.C.
10:30 - 10:40 am
Networking 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 Brooke W. Brestel, Esq., Brestel Bucar, Ltd
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 Marchlowska, Esq., Schwartz, McMinimee & Andrew, LLC
12:35 - 1:30 pm
Lunch Break
Box Lunches Included – Spend time with your faculty and fellow attendees
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., Trust & Estate Advocates, LLP, 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
Networking 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 Melissa R. Schwartz, Esq., Steenrod, Schwartz & McMinimee, LLP
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
Practice Tips for Attorneys Who Are New to Estate Administration
Presented by Honorable Elizabeth D. Leith, Denver Probate Court
5:00 pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $519.00 USD
- Member Price $389.00 USD
- General Credits 8.00
- Ethics Credits 1.00
- EDI Credits