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, Phillip M. Tribble
   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 - 10:45, Tara A. Pleat
   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, Stephen E. Diamond
   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 - 1:45, Phillip M. Tribble
   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
   1:45 - 2:45, Stephen E. Diamond
   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
   3:00 - 4:00, Tara A. Pleat
   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
   4:00 - 4:40, Stephen E. Diamond and Tara A. Pleat
   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?

STEPHEN E. DIAMOND is an attorney with Vergilis, Stenger, Roberts, Davis & Diamond, LLP, where he practices primarily in the areas of estate planning, business formation and transactions, and elder law issues. He frequently lectures on topics of estate and retirement planning and elder law issues. Mr. Diamond is a charter member and past president of the Financial Planning Association of the Hudson Valley, and a member of the National Association of Elder Law Attorneys. He also is a member of the Dutchess County, Massachusetts and New York State bar associations, and The Florida Bar. Mr. Diamond earned his B.S. degree from Marist College, his J.D. degree from Pepperdine University at Malibu and his LL.M. degree from the University of Florida at Gainesville.

TARA A. PLEAT is a co-owner and co-manager of the law firm of Wilcenski & Pleat PLLC. Ms. Pleat practices in the areas of trust and estate administration; special needs estates planning; trust, estate and tax planning for residents of New York and Florida; and long term care planning and elder law. She is a cum laude graduate of Albany Law School, with honors in the estate planning concentration. Ms. Pleat earned her undergraduate degree from the State University of New York at Albany. During law school, she worked full-time as a trusts and estates paralegal in an Albany law firm. Ms. Pleat is an active member of the Special Needs Planning Committee of the Elder Law Section of the New York State Bar Association and a member of the Taxation Committee of the Trusts and Estates Section. In addition, she recently was admitted as a member of the Special Needs Alliance, an invitation only, national network of leading disability attorneys who practice in the areas of special needs trusts and public benefits. Ms. Pleat frequently speaks on estate planning and administration, special needs planning, and related disability issues for state and local bar associations, community organizations and parent groups. She also speaks annually at Senior Citizens Law Day sponsored by Albany Law School.

PHILLIP M. TRIBBLE has been practicing law in the Capital District since 1979. He has offices in Clifton Park and Kinderhook, New York. He graduated from Valparaiso University with a B.A. degree in 1972; from Yale University School of Divinity with an MAR degree in 1975; and from Albany Law School in 1978, receiving a J.D. degree. Mr. Tribble is a member of the New York State Bar Association, the Elder Law Section and the Trust and Estates Section of the New York Bar Association, The National Academy of Elder Law Attorneys, the Albany County Bar Association, the Columbia County Bar Association and the Saratoga County Bar Association. He has lectured on elder and Medicaid law for the Elder Law Section of the New York Bar Association; on Medicaid, estate planning and estate administration for National Business Institute; and he has been a guest speaker on estate planning for the CSEA Union Northern Region. Mr. Tribble's practice is concentrated in the areas of estate and Medicaid planning, elder law, probate and estate administration and real estate.

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