Do you have the knowledge necessary to handle the unique issues that arise during the administration of estates? This intermediate level overview will provide you with practical and proven strategies that would normally take you years to learn. Don't make novice mistakes or wait years to learn what you could gain now. Order today!

1. Legislative and Case Law Update
2. Overcoming the Most Troubling Valuation Problems of an Estate
3. Tips for Avoiding Liability Issues You May Face in Closing
4. Addressing Complex Probate Issues You Will Deal With
5. Probate Litigation
6. Ethical Considerations and Scenarios

Continuing Education Credits:   

* denotes specialty credits

1. LEGISLATIVE AND CASE LAW UPDATE
   8:30 - 9:30, Megan C. Neal
2. OVERCOMING THE MOST TROUBLING VALUATION PROBLEMS OF AN ESTATE
   9:30 - 10:15 and 10:30 - 11:00, Megan C. Neal
   1. Life Insurance Proceeds: Who's Entitled to What
   2. Spot Trouble Areas When Planning for Distribution from Qualified Plans
   3. Strategies for Fairly Appraising Art and Collectables
   4. Factors That Affect the Value of Business Enterprises
   5. Tax Shelters - Why Assessing Their Value is so Tricky
   6. The Successful Valuation of Oil, Gas and Other Mineral Interests
   7. Other Valuation Complexities
3. TIPS FOR AVOIDING LIABILITY ISSUES YOU MAY FACE IN CLOSING
   11:00 - 12:00, Pamela J. Newkirk
   1. Preparation of Final Accounting and Distributions
   2. Compensating and Discharging the Representative and Attorney
   3. Red Flags When Preparing the Final Year Income Tax Return
   4. Know Requirements and Deadlines When Filing Federal and State Tax Returns
   5. Administering the Insolvent Estate
4. ADDRESSING COMPLEX PROBATE ISSUES YOU WILL DEAL WITH
   1:00 - 2:15, Pamela J. Newkirk
   1. Determining the Continuation of Decedent's Business
   2. The Special Circumstance of Simultaneous Death - Proceed With Caution
   3. When and How to File for Partition of Undivided Interests in Property
   4. Ancillary Administration: Follow Clear Guidelines for Protecting Out-of-State Assets
   5. When the Estate Involves a “Missing Person"... Critical Steps to Follow
   6. Dealing With Minor and Incompetent Beneficiaries
   7. Tips for Asking the Court for Answers or Solutions
   8. Other Complex Issues
5. PROBATE LITIGATION
   2:15 - 3:25, Ralph F. Holmes
   1. Probate Court Jurisdiction
   2. Administrator Appointments
   3. Creditor Claims Against Estates
   4. Proving Wills
   5. In Terrorem Provisions
   6. Lost Wills
   7. Will Contests
   8. Pretermitted Heirs
   9. Power of Attorney Accounting Actions
   10. Powers, Duties and Liabilities of Trustees Under the Uniform Trust Code
   11. Common Law Remedies
6. ETHICAL CONSIDERATIONS AND SCENARIONS
   3:40 - 4:40, Ralph F. Holmes
   1. Attorney-Client Privilege Limitations
   2. Compensation Issues
   3. Common Representation Issues
   4. Other Ethical Scenarios

RALPH F. HOLMES is an attorney with the firm of McLane, Graf, Raulerson & Middleton, Professional Association, where he handles medical malpractice, probate and commercial litigation. He has written numerous articles for the professional legal press on issues of trial practice. Mr. Holmes earned his B.A. degree from Lafayette College and his J.D. degree from Boston College. He is a member of the New Hampshire and the American bar associations, and The American Association for Justice. Mr. Holmes has served as legal counsel to the Greater Manchester Chamber of Commerce and president of the New Hampshire Association for Justice.

MEGAN C. NEAL is an associate at McDonald & Kanyuk, P.L.L.C. in Concord, New Hampshire, concentrating her practice in the area of trusts and estates law for middle to high net worth individuals. She also has experience in general corporate representation matters. Ms. Neal earned her B.S. degree, magna cum laude, from Skidmore College and her J.D. degree, magna cum laude, from Syracuse University College of Law. She was admitted to the New Hampshire and Massachusetts bar associations in 2005, and in 2008, she was admitted to the Rhode Island Bar Association. While practicing law, Ms. Neal is currently working towards an LL.M. at Boston University School of Law. She is a member of both the New Hampshire Estate Planning Council and the Boston Estate Planning Council.

PAMELA J. NEWKIRK is a partner in the law firm of Barradale, O'Connell, Newkirk & Dwyer, P.A., where she practices in the areas of probate litigation and administration. She earned her B.S. degree from Pennsylvania State University and her J.D. degree from Boston University School of Law. Ms. Newkirk is a member of the New Hampshire Bar Association and the New Hampshire Trial Lawyers Association.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com