Estate Administration Basic Skills Out of Stock
Co-sponsored by the Colorado Bar Association Trust & Estate 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 your 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
Please note that the home study will be ready approimately 2-3 weeks following the date of the live program.
For more information on this seminar, please contact Customer Service at [email protected] or call (303) 860-0608
Titles you Might be Interested In
Orange Book Handbook: https://cle.cobar.org/Books/Product-Info/productcd/ZCEPHB18B
Orange Book Forms: https://cle.cobar.org/Books/Product-Info/productcd/ZCEPFB17B
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 Kahn Hall Jeffers Dworak & Grant, PC
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 Laurence I. Gendelman, Esq., Gendelman Klimas, Ltd.
12:35 - 1:30 pm
Lunch Break
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