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 - 9:30, Elyse M. Tyrell
   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
   9:30 - 10:15 and 10:30 - 11:00, Bradley J. Richardson
   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
   11:00 - 12:00, Robert L. Morris
   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
   1:00 - 2:00, Elyse M. Tyrell
   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
   2:00 - 3:00, Robert L. Morris
   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
   3:15 - 4:15, Bradley J. Richardson
   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 (ROUNDTABLE DISCUSSION)
   4:15 - 4:40, Robert L. Morris and Bradley J. Richardson

ROBERT L. MORRIS is an attorney at the law firm of Jeffrey Burr. Mr. Morris earned his B.A. degree in international studies (international law and diplomacy) from Brigham Young University and his J.D. degree, with distinction, from the University of Nebraska. During law school, he worked as a law clerk at the Lancaster County Attorney's Office in Lincoln, Nebraska. Upon graduating, Mr. Morris passed the Nevada State Bar and worked as a deputy district attorney at the Clark County District Attorney's Office. He is currently a member of the Southern Nevada Estate Planning Council, State Bar of Nevada (member, Legislative Committee, Probate & Trust Section), Clark County Bar Association and the city of Henderson Chamber of Commerce.

BRADLEY J. RICHARDSON joined Gordon Silver in 1981, and has brought a wealth of experience to the fields of commercial litigation, estate planning, probate, guardianship and equine law. Mr. Richardson is one of a few attorneys in Las Vegas with extensive litigation experience and expertise in probate, trust and guardianship matters, in particular, elder competency and undue influence situations; financial exploitation of the elderly; disinheritance; transfers of titles; validity of wills; and prosecuting or defending claims of breach of duties by executors, guardians or trustees. He is admitted to practice law in Nevada and Kansas. Mr. Richardson earned his B.A. degree from California Polytechnic University, cum laude, and his J.D. degree from the University of the Pacific McGeorge School of Law. He is a member of the American and Clark County bar associations, as well as the State Bar of Nevada, the Nevada Justice Association, The Association of Trial Lawyers of America and the Southern Nevada Estate Planning Council, of which he is a past president. He is also a member of the State Bar of Nevada Committee on Ethics and Professional Responsibility. Mr. Richardson has served as a lecturer for National Business Institute and the Las Vegas Metro Police Department's Police Academy. In addition, he is an expert witness in Nevada on legal practices and ethics.

ELYSE M. TYRELL is a partner in the Las Vegas law firm of Trent, Tyrell & Phillips, where her practice is devoted to elder law, estate planning, tax law, probate and guardianship law. She is a member of the Clark County Bar Association, the Elder Law Section of the State Bar of Nevada and the National Academy of Elder Law Attorneys. Ms. Tyrell is a certified elder law attorney by the National Elder Law Foundation. She is a frequent speaker for National Business Institute, and has lectured on estate planning and elder law for the Housing Authority of the City of Las Vegas, the Community College of Southern Nevada and various seminar groups. Ms. Tyrell earned her B.A. degree from the University of Nevada at Reno and her J.D. degree from Gonzaga University School of Law. She also earned an LL.M. degree in taxation from the University of San Diego School of Law.

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