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. Common Issues To Be Prepared for in Litigation and Probate
5. Being Thorough to Close the Estate Without a Hitch
6. Ethical Challenges in Estate Administration

1. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED
   9:00 - 9:45, Written by David M. Hopper.
   Presented by David M. Hopper in Dayton and Patrick E. McCausland in Cincinnati.
   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
   9:45 - 11:00, Written by Patrick E. McCausland.
   Presented by David M. Hopper in Dayton and Patrick E. McCausland in Cincinnati.
   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
   11:15 - 12:15, Written by Jill M. Scherff.
   Presented by Karen A. Rolcik in Dayton and Jill M. Scherff in Cincinnati.
   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. COMMON ISSUES TO BE PREPARED FOR IN LITIGATION AND PROBATE
   1:15 - 2:15, Written by Neil H. Spike.
   Presented by Karen A. Rolcik in Dayton and Cincinnati.
   1. Civil Cases, Exceptions, Concealment and Statutory Proceedings
   2. Discovery
   3. Contested Claims and Contingent Liabilities
   4. Marital Agreement Issues
   5. Contested Documents and No-Contest and Alternatives: Is it Valid to Disagree?
5. BEING THOROUGH TO CLOSE THE ESTATE WITHOUT A HITCH
   2:15 - 3:15, Written by Jill M. Scherff.
   Presented by Kristina M. Rainer in Dayton and Jill M. Scherff in Cincinnati.
   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
6. ETHICAL CHALLENGES IN ESTATE ADMINISTRATION
   3:30 - 4:30, Written by Robert G. Hyland.
   Presented by Kristina M. Rainer in Dayton and Robert G. Hyland in Cincinnati.
   1. Defining who Your Client is From the Start
   2. Conflicts of Interest
   3. Lawyers Acting as Fiduciaries

DAVID M. HOPPER is vice president, trust officer and head of the estate administration section for Key Private Bank for the Dayton and Cincinnati regions. Before coming to the bank, he operated as a solo practitioner in Middletown and Springboro. Mr. Hopper is a graduate of Miami University and the Georgetown University Law Center. He is a member of the Estate Planning, Trust and Probate Section of the Dayton Bar Association.

KRISTINA M. RAINER is an attorney with Roberson Co., L.P.A. Ms. Rainer practices in the areas of estate planning, trust, and probate law and estate litigation. She also assists clients with business formations and incorporations. Ms. Rainer has previously served as an adjunct professor for Sinclair Community College. She earned her B.S. degree from the University of Dayton and her J.D. degree from the University of Dayton School of Law.

KAREN A. ROLCIK is the principal of Rolcik Law Office. Her practice focuses on representing individuals in the areas of estate planning and probate, as well as business formation and representative law. Ms. Rolcik is admitted to practice in Ohio and Texas. She also is admitted to practice before the U.S. Tax Court, U.S. Court of Claims, U.S. Court of Appeals for the Federal Circuit, and U.S. District Courts in Ohio and Texas. Ms. Rolcik has been certified by the Ohio State Bar Association as a specialist in estate planning, trust and probate law. She is a certified mediator and neutral in the State of Texas. Ms. Rolcik is a member of the Ohio State and Cincinnati (former member, Board of Trustees; immediate past chair, Women Lawyers Committee) bar associations, and the State Bar of Texas, Cincinnati Estate Planning Council, and Estate Planning Council of Northern Kentucky (past president). She has lectured on a variety of topics to various communities, professional and legal organizations, including the Cincinnati Bar Association, Cleveland Estate Planning Council, Dallas Bar Association, Lincoln Financial Advisors and the Visiting Nurses Association. Ms. Rolcik also serves on the Planned Giving Committee for the Alzheimer's Association of Greater Cincinnati. She earned her B.S. degree from Butler University and her J.D. degree from the Indiana University School of Law in Bloomington, Indiana.

ROBERT G. HYLAND is an attorney with the Cincinnati law firm of Buechner Haffer Meyers & Koenig Co., LPA, where his practice areas include estate planning and administration, small business, taxation and real estate transactions, and litigation in those areas. He is a frequent lecturer on estate planning and administration topics for the bar and other community organizations. Mr. Hyland is a member of the Cincinnati Bar Association (member, Trust, Wills and Estate Planning Committee, and the Taxation sections), the American Bar Association (member, Real Property, Probate and Trust Law Section) and the Ohio State Bar Association. He earned his A.B. degree from Hamilton College and his J.D. degree from the University of Cincinnati.

PATRICK E. MCCAUSLAND is a partner in the law firm of Singer & McCausland Co., LPA. Mr. McCausland has been an attorney for more than 12 years and focuses his practice on estate planning and probate law. He is a member of the Ohio State Bar Association. Mr. McCausland earned his B.S. degree from Bowling Green State University and his J.D. degree from the University of Cincinnati.

JILL M SCHERFF is an attorney in the law firm of Dinsmore & Shohl LLP. Ms. Scherff is experienced in estate planning, probate and trust administration, taxation, and formation and ongoing representation of private foundations and public charities. She counsels clients on wealth transfer, business formation and succession planning. Ms. Scherff is a member of the Cincinnati and Kentucky bar associations. She earned her B.A. degree, summa cum laude, from Thomas More College and her J.D. degree, summa cum laude, from Northern Kentucky University, Chase College of Law.

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