Estate Administration Basic Skills – Build Your Practice! Out of Stock


Co-sponsored by the Colorado Bar Association Trust & Estate Section




February 2019
Estate Administration Basic Skills - Build Your Practice!
Co-sponsored by the Colorado Bar Association Trust & Estate Section
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 teach you the essential steps in areas such as tax, the elective share, creditors' claims, real estate matters … and much more!  
After this program you will have an understanding of the administration process, and you will have the confidence to confront complexities head on.
Learning Objectives
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!
Who Should Attend
- Estate planners
- Estate administrators
- Elder law attorneys
- Tax attorneys
- Real estate attorneys
… anyone who wants to know about estate administration!
CBA-CLE Upcoming Seminars:
- Advanced Elder Law Institute, March 26-27, 2019
- Trust & Estate Spring Update, March 8, 2019
February 1, 2019
8:00 - 8:25 am
Registration and Continental Breakfast
8:25 - 8:30 am
Welcome and Introduction
Extended by Jamie J. Roth, Esq., Program Chair
8:30 - 9:30 am
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 - 10:20 am
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 - 10:30 am
Networking Break
10:30 - 11:20 am     1 Ethics Credit
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.and Kathy L. Seidel, Esq.
11:20 am - 12:20 pm
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 Laurence I. Gendelman, Esq.
12:20 pm
Pick up Box Lunch (Included in Your Tuition)
12:30 -1:20 pm
Lunch Panel Presentation (No CLE Credit Offered)
Ask the Faculty!
Network and ask the faculty questions about estate administration.
1:20 pm  
Afternoon 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 return.
Presented by Jamie J. Roth, Esq.
2:20 - 3:00 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.
3:00 - 3:10 pm  
Networking Break
3:10 - 3:50 pm
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 - 4:30 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.
4:30 pm
A View from the Bench
Practice Tips for Attorneys Who Are New to Estate Administration
Presented by Honorable Elizabeth D. Leith
5:00 pm
  •   Standard Price
    $399.00 USD
  •   Member Price
    $369.00 USD
  •   General Credits
  •   Ethics Credits
Live Seminar Date
Expiration Date
Non-Member Price
$399.00 USD
Member Price
$369.00 USD
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