Do you have a solid understanding of proper procedures surrounding estate administration? Do you feel confident that you can overcome the wide array of challenges you may face while working with each estate's unique requirements? Gain a comprehensive understanding of the estate planning process with this invaluable instruction so you can easily organize and manage your responsibilities. Order today!

1. Foundations of Estate Administration Defined
2. Preparing to Begin the Administration Process
3. Considerations for Collecting the Assets, Preparing the Inventory and Handling Claims Against the Estate
4. Being Thorough to Close the Estate Without a Hitch
5. Understanding Tax Procedures to Avoid Problems Later
6. Ethical Challenges in Estate Administration
7. Common Issues To Be Prepared for in Litigation and Probate

1. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED
   8:30 - 9:15, Daniel K. Printz
   1. Identifying Probate and Non-Probate Assets
   2. Understanding the Various Forms of Administration
   3. Considerations for the Small Estate
   4. Knowing the Advantages and Disadvantages of Informal Administration and Complying With the Procedures
2. PREPARING TO BEGIN THE ADMINISTRATION PROCESS
   9:15 - 10:15, Daniel K. Printz
   1. Understanding the Laws of Intestacy and How They Affect the Estate
   2. Knowing What to Get Out of the Client Interview
   3. Determining the Survivors' Immediate Needs
   4. Examining the Safe Deposit Box: Identifying Important Documents
   5. Locating the Will and Knowing What to Do Next
   6. Considerations in Appointing and Counseling the Personal Representative
   7. Practical Tips for Obtaining Information Concerning Assets
   8. Renunciations and Election of Statutory Share
   9. Using Disclaimers Correctly
   10. Notice Requirements
3. CONSIDERATIONS FOR COLLECTING THE ASSETS, PREPARING THE INVENTORY AND HANDLING CLAIMS AGAINST THE ESTATE
   10:30 - 11:30, Charles T. Scott Jr.
   1. Practical Procedures for Opening Estate Accounts
   2. Obtaining Tax Identification Number and Title to Assets
   3. Canceling Utilities and Credit Cards
   4. Best Strategies for Preparing the Inventory
   5. Medicare, Insurance Claims and Public Assistance: Understanding the Paperwork Involved
   6. Priority of Concern: Following the Chain of Command in Allowances, Claims and Taxes
4. BEING THOROUGH TO CLOSE THE ESTATE WITHOUT A HITCH
   12:30 - 1:30, Charles T. Scott Jr.
   1. Alternative Methods: Knowing Your Options
   2. Timing of Distributions: How Long Do Beneficiaries Have to Wait Until They Get Their Money?
   3. Steps Involved in Transferring Jointly-Held Assets
   4. Transferring Other Probate and Non-Probate Assets
   5. Considerations for Handling Distributions to Minors and Trusts
   6. Ensuring Thorough Accounting and Settlement of the Estate
   7. Compensation and Discharge of the Personal Representative
5. UNDERSTANDING TAX PROCEDURES TO AVOID PROBLEMS LATER
   1:30 - 2:30, Janathan Allen
   1. Overview of Tax Compliance and Post-Mortem Planning: What You Need to Know
   2. What You Need to Know to Prepare the Decedent's Final Income Tax Return
   3. Filing Requirements for Federal and State Estate Tax Returns
   4. How the Generation-Skipping Transfer Tax Affects Your Clients
   5. Handling Distribution to Minors and Trusts
   6. Accurate and Inclusive Valuation of Assets
   7. Determining Alternatives for the Surviving Spouse: Disclaimers, Rights and Options
6. ETHICAL CHALLENGES IN ESTATE ADMINISTRATION
   2:45 - 3:45, Stuart Schechter
   1. Determining Who the Client Is
   2. Representing An Estate: Avoiding Conflicts of Interest
   3. Informing the Client of the Status of the Estate
   4. Filing Claims: Why it is Imperative to Meet the Deadlines
7. COMMON ISSUES TO BE PREPARED FOR IN LITIGATION AND PROBATE
   3:45 - 4:40, Stuart Schechter
   1. Title and Discovery of Assets
   2. Contested Claims and Contingent Liabilities
   3. Marital Agreement Concerns
   4. Contested Wills and Alternatives: Is it Valid to Disagree?

JANATHAN ALLEN brings an extensive international tax, accounting, finance and legal background to Allen Barron, Inc. Located in Escondido and downtown San Diego, California, Allen Barron, Inc. provides not only estate tax return preparation and estate planning services, but also provides financial and management advisory services to individuals and businesses throughout Southern California, the USA and worldwide. Ms. Allen has worked with a diverse group of businesses, advising clients in legal, financial and tax arenas. She began her career in the public accounting arena and then moved into the private sector as tax director for a biotech firm, Hybritech, Inc. She progressed to Controller and CFO/Legal Counsel positions for a number of San Diego companies before becoming a partner at Allen Barron, Inc. Ms. Allen has led seminars throughout California on tax-advantaged corporate structures and tax minimization, and appeared as a panelist for Tech Coast Venture Network in a roundtable discussion for venture capital and angel financing

DANIEL K. PRINTZ is a sole practitioner in Del Mar, California. Mr. Printz has been an attorney for more than 11 years and focuses his practice on estate planning, probate and business law. He is an adjunct professor in the University of San Diego paralegal program where he has taught a course on estates, wills and trusts for the past four years. He has also lectured to attorneys and paralegals at continuing legal education seminars on estate planning and administration. Mr. Printz is a member of the State Bar of California and the San Diego County and North County bar associations. He earned his B.A. degree from the University of California San Diego and his J.D. degree from Thomas Jefferson School of Law.

CHARLES T. SCOTT JR. is a partner in the law firm of Kimball, Tirey & St. John where he practices in the areas of trust law, probate law and elder law. Mr. Scott has been practicing law for more than 30 years and is certified as a specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. He has appeared as a lecturer for National Business Institute on elder law matters and for various professional groups on other areas related to his practice. Mr. Scott is a member of the San Diego County Bar Association and the State Bar of California. He earned his B.A. degree from the University of California and his J.D. degree from the Boalt Hall School of Law, University of California at Berkeley.

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