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

Continuing Education Credits:   

* denotes specialty credits

1. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED
   8:30 - 9:15, Matthew J. Cate and Bernard G. Segatto III
   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 - 10:30, Matthew J. Cate and Bernard G. Segatto III
   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. ETHICAL CHALLENGES IN ESTATE ADMINISTRATION
   10:45 - 11:45, Sarah J. Delano Pavlik
   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
4. CONSIDERATIONS FOR COLLECTING THE ASSETS, PREPARING THE INVENTORY AND HANDLING CLAIMS AGAINST THE ESTATE
   12:45 - 2:00, Fredrick B. Weber
   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
5. UNDERSTANDING TAX PROCEDURES TO AVOID PROBLEMS LATER
   2:00 - 2:45, Fredrick B. Weber
   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. BEING THOROUGH TO CLOSE THE ESTATE WITHOUT A HITCH
   3:00 - 3:45, Thomas G. Hamill
   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
7. ISSUES TO BE PREPARED FOR IN LITIGATION AND PROBATE
   3:45 - 4:40, Thomas G. Hamill
   1. The Doctrine of Election
   2. Contested Wills and Alternatives: Is it Valid to Disagree?

MATTHEW J. CATE is an attorney with Barber, Segatto, Hoffee, Wilke & Cate, where his main areas of practice real estate, wills, trusts and estates personal injury worker's compensation, bankruptcy, and corporate law. Mr. Cate has previously lectured and written topics in his main areas of practice. He is a member of the American Bar Association, Illinois State Bar Association, Sangamon County Bar Association and Sangamon Valley Estate Planning Council (president). Mr. Cate earned his B.A. degree, summa cum laude, from Western Illinois University and his J.D. degree, cum laude, from Southern Illinois University.

SARAH J. DELANO PAVLIK is a member in the Delano Law Offices, LLC, in Springfield. Ms. Pavlik is licensed to practice in Illinois and Texas and is board certified in estate planning and probate law by the Texas Board of Legal Specialization. She also is a registered Certified Public Accountant. Ms. Pavlik's practice is devoted to estate planning, probate and family business issues. She has lectured on estate planning and probate issues in Illinois and Texas. Ms. Pavlik earned her B.B.A. degree, with highest honors, from the University of Texas at Austin and her J.D. degree, magna cum laude, from the University of Notre Dame. She is a past chair of the Federal Taxation Section Council of the Illinois State Bar Association and a past president of the Sangamon Valley Estate Planning Council.

THOMAS G. HAMILL is an attorney with Harrison & Held, LLP. Mr. Hamill counsels clients on estate planning, probate and trust administration, gifting strategies, and business succession planning. His practice focuses on the implementation of estate plans to address family needs and minimize estate taxes, the administration of wills and trusts including the preparation of federal and state estate tax returns, and the succession of family-owned businesses. Mr. Hamill is a frequent lecturer at professional education seminars, including those presented by the Illinois Institute for Continuing Legal Education ("IICLE"), for which he has authored "Initial Steps in Advising the Family," a chapter in Illinois Estate Administration; "Closely Held Business Interests," a chapter in Advanced Issues in Estate Administration; "First Steps Post-Mortem," a chapter in Illinois Estate Administration - Preventing Problems in Probate; "Illinois Estate Tax and Generation Skipping - Converting Real Property in More than One State," a chapter in Illinois Estate Administration; "Amending, Revoking or Otherwise Modifying the Irrevocable Trust," a chapter in 53rd Annual Estate Planning Short Course; "2032A- Dealing with Increasing Costs/Value" a chapter in the 52nd Annual Estate Planning Short Course; "Trust Protectors and Special Fiduciaries," a chapter in the 49th Annual Estate Planning Short Course; "Planning Issues for Closely Held Businesses", a chapter in the 48th Annual Estate Planning Short Course; "Special Use Valuation Update" a chapter in the 46th Annual Estate Planning Short Course; and "Addressing Unbalanced Wealth Issues: Creative Solutions for Inflexible Clients," a chapter in Advising Farmers and Agribusinesses. He authored "Elder Law Essentials in Illinois," and co-authored "Estate Administration Procedures: Why Each Step Is Important," and "Probate Practice: The Essential Basics," National Business Institute. Mr. Hamill also authored and presented "Estate and Probate Basics," for the Illinois State Bar Association and "Estate Planning Techniques for Farmers" to the Indiana Bankers Association. He has authored materials and given presentations on estate planning to various groups including presentations on "Recent Developments in Federal Estate and Income Taxation," "Death Bed Planning," "Planned Giving" and "Protecting Family Assets."

BERNARD G. SEGATTO III is a partner with Barber, Segatto, Hoffee, Wilke & Cate, where his main areas of practice are commercial litigation, real estate law: commercial, land use, zoning and condemnation law, small, closely and privately held business law, financial institutions, worker's compensation, collections, personal injury, taxation, and related litigation. Mr. Segatto has previously lectured and written topics in his main areas of practice. He is a member of the American Bar Association, Illinois State Bar Association, The Missouri Bar, Sangamon County Bar Association, Illinois Trial Lawyers Association, Leading Lawyer in Illinois Network and Sangamon Valley Estate Planning Council. Mr. Segatto earned his B.S. degree, with honors, from University of Notre Dame and his J.D. degree, magna cum laude, from Southern Illinois University/

FREDRICK B. WEBER is an attorney, senior vice president and senior estate administrator at Northern Trust in Chicago, Illinois. Prior to joining Northern Trust in 2011, Mr. Weber worked for more than 7 years as a senior estate officer at JPMorgan in Chicago. At Northern Trust, he handles all aspects of decedents' estate and trust administration. Upon the death of a grantor or testator who has designated Northern Trust as their executor and/or successor trustee, he serves as the relationship manager for all beneficiaries, co-fiduciaries, attorneys and other outside professionals until the completion of all of the death-related administration. This may include post-mortem tax planning, collection and consolidation of all estate and trust assets, payment of all debts, taxes and expenses, supervision of the work of outside legal counsel on all legal issues to be addressed during the period of death-related administration and the selection of assets for the funding of continuing trusts or outright distribution to the ultimate beneficiaries. Before he joined JPMorgan, Mr. Weber was a trust, estate and probate attorney in private practice for nearly 6 years, and he also worked for 1 year as a planned giving officer for a large not-for-profit organization in Chicago. Mr. Weber is a frequent speaker on topics related to post-mortem estate and trust administration. In addition to numerous presentations for National Business Institute, Inc., he has presented for the Illinois Institute for Continuing Legal Education (IICLE), the Chicago Bar Association, the Chicago Estate Planning Council, the National Trust School of the American Bankers Association, the American Bar Association Young Lawyers Division and the AFP International Conference on Fundraising. He earned his B.A. degree in International Relations and History from the University of Minnesota and his J.D. degree from DePaul University College of Law. Mr. Weber is a member of the Chicago Bar Association, where he recently served as a Chair of the Trust Law Committee. He is also a member of the Chicago Estate Planning Council and the Professional Advisory Committee of the Jewish Federation of Metropolitan Chicago. Prior to attending law school, he worked in Washington, D.C. as a legislative aide to the late U.S. Senator Paul D. Wellstone (D-MN), where, among other things, he worked on Finance and Foreign Relations Committee issues. In addition to his professional activities, Mr. Weber serves on the board of Shalva: A Response to Domestic Abuse in Jewish Homes, and is a past member of the Board of Trustees of Anshe Emet Synagogue in Chicago.

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