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1. Initiating the Probate Process
2. Spouse's Rights and Family Maintenance
3. Basic Tax Matters
4. Closing the Estate
5. Utah Standards of Professionalism and Civility: The Obligations of Probate Lawyers and Other Professionals
6. Common Probate Problems and How to Solve Them

1. INITIATING THE PROBATE PROCESS
   8:30 - 9:45, Cindy M. Sadler
   1. Interviewing and Determining the Personal Representative
   2. Evaluating the Estate to Minimize Costs and Expenses -- The High Cost of Dying
   3. Locating, Collecting and Taking Inventory of the Decedent's Assets -- Probate vs. Nonprobate
   4. Determining Which Types of Administration are Right for You -- Informal or Formal
   5. Elections and Filings
   6. Handling Claims Against the Estate
   7. Using Renunciation and Disclaimers as a Post-Mortem Planning Device
2. SPOUSE'S RIGHTS AND FAMILY MAINTENANCE
   9:45 - 10:45, Langdon T. Owen Jr.
   1. Effect of Prenuptial and Postnuptial Agreements
   2. The Surviving Spouse's Elective Share
   3. What are the Family Allowances That Can be Taken?
   4. Homestead and Exempt Property
3. BASIC TAX MATTERS
   11:00 - 12:00, F. McKay Johnson
   1. Estate Tax Update
   2. IRS Form 706 and Planning for an Estate Tax Audit
   3. Marital, Exemption, and Disclaimer Trusts
   4. Generation-Skipping Transfer Tax, Reverse Q-TIP Trusts, etc.
   5. Planning for the Final Income Tax Return
   6. Planning for the Post-Mortem Trust Income Tax Returns
   7. Tax and Estate Income Taxation Basics
4. CLOSING THE ESTATE
   1:00 - 2:15, Gregg D. Stephenson
   1. Timing of Distributions
   2. Transfer of Probate and Nonprobate Assets
   3. Distributions to Minors and Trusts
   4. Preparing the Final Account
   5. Petition for Complete Settlement
   6. Obtaining Discharge of the Personal Representative
5. UTAH STANDARDS OF PROFESSIONALISM AND CIVILITY: THE OBLIGATIONS OF PROBATE LAWYERS AND OTHER PROFESSIONALS
   2:15 - 3:15, Stuart W. Hinckley
   1. Current Status of Continuing Education Requirements and Compliance
   2. Overview of the Twenty Standards
   3. Application of Standards to Probate Lawyers
   4. Application of the Standards to Other Professionals
6. COMMON PROBATE PROBLEMS AND HOW TO SOLVE THEM
   3:30 - 4:40, Langdon T. Owen Jr.
   1. What to do When the Decedent Has Property in More Than One State -- Multiple Domiciles
   2. Inter Vivos and Testamentary Trusts
   3. Dealing With Financially Stressed Estates
   4. Estate Assets and Inventory - Special Problems

STUART W. HINCKLEY is a sole practitioner who represents and counsels businesses and executives. He has more than 26 years of legal experience, practicing in both Utah and Nevada. Mr. Hinckley assists his clients in a wide variety of business matters, such as commercial transactions, international business, business immigration, real estate matters, electronic commerce, business organization and governance, mergers and acquisitions, and government relations, including representing clients before the Utah Alcoholic Beverage Control Commission. As part of his private practice, he is general counsel for MultiLing Corporation, which has offices in Utah, Germany, Italy, Peru, Japan and Korea. Mr. Hinckley earned his B.S. degree, magna cum laude, and his J.D. degree, cum laude, from Brigham Young University. He subsequently clerked for the Honorable Roger D. Foley, U.S. District Court Judge for the District of Nevada, and the Honorable Christine M. Durham, Chief Justice of the Utah Supreme Court. Mr. Hinckley is a certified public accountant licensed in Utah and a member of the Utah State Bar and the State Bar of Nevada. He also is admitted to practice before the U.S. Tax Court.

F. MCKAY JOHNSON is an attorney with Hill Johnson & Schmutz, where his main areas of practice are income taxation and planning, gift and estate taxation, estate planning, wills and trusts, charitable trusts, tax exempt entities, probate law, and business planning. Mr. Johnson is a member of the Utah State Bar, U.S. Tax Court, U.S. District Court. He earned his B.A. degree, cum laude, from Brigham Young University, his J.D. degree from J. Reuben Clark Law School, Brigham Young University, and his LL.M. degree from New York University.

LANGDON T. OWEN JR. is a shareholder in the Salt Lake City law firm of Parsons, Kinghorn & Harris, P.C. Mr. Owen practices in the areas of corporate law, limited liability company, partnership, business structure and finance, commercial transactions, real estate, estate planning, taxation law, and health care law. He is a frequent speaker to professional groups on topics regarding taxation, estate planning and business, and health law. Mr. Owen earned his A.B. degree, with high distinction, from the University of California at Berkeley and his J.D. degree from the University of Utah. He is a member of the Utah State Bar (member, Fee Arbitration Committee; sections on Estate Planning, Taxation and Corporations), the American Bar Association and the American Health Lawyers Association. Mr. Owen has been practicing law since 1977.

CINDY M. SADLER is an attorney in Salt Lake City, Utah, where her main areas of practice are wills, trust law and probate. After working in a downtown law firm, Ms. Sadler established her solo practice in 1987. She has always focused on estate planning and probate. Ms. Sadler is a member of the Utah State Bar (Estate Planning Section) and Salt Lake Estate Planning Council. She earned her B.A. degree, magna cum laude, from the University of Utah and her J.D. degree from the University of Utah College of Law.

GREGG D. STEPHENSON is a shareholder with Ray Quinney & Nebeker P.C., where his practice focuses on estate planning for executives, professionals and high-net worth individuals and families with an emphasis on structuring estate plans and transactions to achieve clients' goals in a tax efficient manner. He works regularly on resolving estate tax, gift tax, generation-skipping transfer tax and income tax issues. Mr. Stephenson's tax practice also encompasses tax planning for business transactions. He also provides probate and trust administration services. In assisting his clients, Mr. Stephenson regularly prepares new trusts and wills and updates existing estate planning documents. He also has experience preparing irrevocable life insurance trusts and charitable trusts. Mr. Stephenson also represents clients in probate proceedings and assists clients in the administration of trusts. He has been selected for inclusion in Mountain States Super Lawyers-Rising Stars in the category of estate planning and probate law. Mr. Stephenson earned his B.A. degree from Weber State University and his J.D. degree, magna cum laude, from the University of Notre Dame.

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