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

1. FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED
   8:30 - 9:40, Written by Richard L. Ferris.
   Presented by Richard L. Ferris in Richmond, Mark W. Dellinger in Roanoke, and Rod K. Sutherland in Virginia Beach.
   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
   9:40 - 10:50, Written by Phoebe P. Hall.
   Presented by Phoebe P. Hall in Richmond, Mark W. Dellinger in Roanoke, and Rod K. Sutherland in Virginia Beach.
   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
   11:05 - 12:15, Written by Jessica M. Booth and Martin J. Ganderson.
   Presented by Jeffrey B. Hassler in Richmond, Lenden A. Eakin in Roanoke, and Jessica M. Booth and Martin J. Ganderson in Virginia Beach.
   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
   1:15 - 2:25, Written by Daniel C. Gasink and Jeremy C. Johnson.
   Presented by Daniel C. Gasink and Jeremy C. Johnson in Richmond, Lenden A. Eakin in Roanoke, and Daniel C. Gasink and Jeremy C. Johnson in Virginia Beach.
   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
   2:40 - 3:40, Written by Rod K. Sutherland.
   Presented by Jeremy C. Johnson in Richmond, Lenden A. Eakin in Roanoke, and Rod K. Sutherland in Virginia Beach.
   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
   3:40 - 4:40, Written by Mark W. Dellinger.
   Presented by Franklin P. Hall in Richmond, Mark W. Dellinger in Roanoke, and Daniel C. Gasink in Virginia Beach.
   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

JESSICA M. BOOTH is an attorney at GANDERSON LAW, P.C., where she practices in the areas of trust and estate planning and administration; formation of business entities and business transactions; tax planning; litigation involving trusts and estates and fiduciaries; premarital and marital agreements; elder law; and powers of attorneys and advance medical directives. Ms. Booth earned her B.S. degree, cum laude, from Mary Washington College and her J.D. degree from the T.C. Williams School of Law of the University of Richmond. She is the co-author of Virginia Medicaid Workshop, HalfMoon LLC, 2004; Fundamental Issues in Elder Law, National Business Institute, Inc., 2006; Estate, Financial and Health Care Planning for Elder Clients, National Business Institute, Inc., 2008; Estate Administration Procedures: Why Each Step Is Important, National Business Institute, Inc., 2009; and Premarital Issues in Second Marriages: What to Plan for the Second Time Around, National Academy of Elder Law Attorneys, Inc., 2010 . She is a member of the Virginia State Bar, American Bar Association, Norfolk and Portsmouth Bar Association, and ElderCare Matters Alliance. Ms. Booth is admitted to practice in the Supreme Court of Virginia. (Virginia Beach location)

MARK W. DELLINGER is a member of the Roanoke law firm of Rhodes, Butler & Dellinger, PC, where he practices in the areas of estate and disability planning, probate/estate administration, elder law (Medicaid, SSI, assisted living and nursing home planning, guardianships, and conservatorships), trusts and estates, special needs trusts, and business law. He also serves as a Guardian ad litem. He previously has lectured on estate planning, estate administration and elder law.  Mr. Dellinger earned his B.A. and J.D. degrees from the University of Richmond.  He is a member of the National Academy of Elder Law Attorneys (including the Virginia chapter), the Elder Law Section of the Virginia Bar Association, the Virginia State Bar (Young Lawyers Division, former member, Executive Council), and the Roanoke Valley Estate Planning Council. (Roanoke location)

LENDEN A. EAKIN is a shareholder with the Roanoke law firm of Ferris, Eakin & Thomas, P.C., practicing with a focus on probate, estate planning and estate-related litigation. Mr. Eakin has been involved in a number of wrongful death trials. He earned his B.B.A. degree from the College of William & Mary and his J.D. degree from T.C. Williams School of Law, University of Richmond. Mr. Eakin is a member of the Roanoke Bar Association, the Virginia State Bar (member, Estates Section) and the Salem Bar Association. He also has been appointed Commissioner in Chancery. (Roanoke location)

RICHARD L. FERRIS established the Williamsburg law firm of Ferris & Associates, P.C. in 1993. A licensed continuing education speaker and frequent author, Mr. Ferris has lectured and written extensively on estate and tax planning subjects during his more than 30 year career in this field of law. He is published in the Virginia State Bar Journal and has co-written three books on estate and trust planning, LEGACY - Plan, Protect and Preserve Your Estate, GENERATIONS - Planning Your Legacy, and LOVE, MONEY, CONTROL - Reinventing Estate Planning. Mr. Ferris is a member of many professional organizations including the Peninsula Estate Planning Council, the Society of Financial Service Professionals, and the National Network of Estate Planning Attorneys. He is a member of the Virginia State and District of Columbia bars and the Ohio State Bar Association. Mr. Ferris also is admitted to practice before the U.S. Tax Court. He earned his B.S. degree from the University of Dayton, his J.D. degree from Ohio Northern University School of Law, and his LL.M. degree in Taxation from Boston University School of Law. Mr. Ferris also earned his CLU, ChFC, and Master of Science in Financial Services credentials from the American College. (Richmond location)

MARTIN J. GANDERSON is an attorney at GANDERSON LAW, P.C., where he practices in the areas of trust and estate planning and administration, formation of business entities and business transactions, tax planning, litigation involving trusts and estates and fiduciaries, premarital and marital agreements, elder law, and powers of attorneys and advance medical directives. Mr. Ganderson earned his B.B.A. degree, cum laude, from the University of Miami and his J.D. degree from the Columbus School of Law of the Catholic University of America. Prior to entering into the private practice of law, Mr. Ganderson practiced as a certified public accountant with the national accounting firm Ernst & Ernst. He is the co-author of Basic Drafting of Wills and Trusts in Virginia, National Business Institute, Inc, 1991; Virginia New Tax Law Update: How the Budget Reconciliation Act of 1993 Affects You and Your Business, National Business Institute, Inc., 1994; How to Draft Wills and Trusts in Virginia, National Business Institute, Inc., 1994; Business Entities, Peoples' Law School, sponsored by the Virginia Trial Lawyers Association, 1994; Fundamental Issues in Elder Law, National Business Institute, Inc., 2006; Estate, Financial and Health Care Planning for Elder Clients, National Business Institute, Inc., 2008; Estate Administration Procedures: Why Each Step Is Important, National Business Institute, Inc., 2009; and Premarital Issues in Second Marriages: What to Plan for the Second Time Around, National Academy of Elder Law Attorneys, Inc., 2010. He is a member of the Virginia State Bar, American Bar Association, Norfolk and Portsmouth Bar Association, National Academy of Elder Law Attorneys, American Association of Attorney-Certified Public Accountants, and Hampton Roads Tax Forum. Mr. Ganderson is a member of the Downtown Norfolk Council Board of Directors. Mr. Ganderson is also a member of the Board of Directors of the University of Miami Alumni Association. He is admitted to practice in the Supreme Court of Virginia and before the United States Court of Appeals for the Fourth Circuit, the United States District Court for the Eastern District of Virginia, and the United States Tax Court. (Virginia Beach location)

DANIEL C. GASINK is a partner in the law firm of Johnson, Gasink & Baxter, LLP, where his areas of practice include corporate, family and probate estate planning, as well as wills and trusts. He is a member of the Peninsula Estate Planning Council, the Virginia State Bar (member, Trusts and Estates section), the WealthCounsel, the ElderCounsel and the National Academy of Elder Law Attorneys. Mr. Gasink earned his Bachelor's degree from the College of William & Mary and his J.D. degree from the Marshall Wythe School of Law, College of William & Mary. (Richmond and Virginia Beach locations)

FRANKLIN P. HALL is a senior partner and co-founder of Hall & Hall, PLC. The firm's areas of practice include estate planning, advice and guidance to seniors and their families, long-term care planning, disability and special needs planning, Veterans Aid and Attendance, Medicaid, guardianship, probate, estate and trust administration, and family law. Mr. Hall is a member of the National Academy of Elder Law Attorneys and the Virginia Academy of Elder Law Attorneys, as well as being a Veterans Administration Accredited Attorney. He serves on the boards Senior Connections and the Richmond Redevelopment and Housing Authority. Mr. Hall is a frequent speaker for various civic, community and professional organizations. He earned his M.B.A. and J.D. degrees from American University. (Richmond location)

PHOEBE P. HALL is the managing partner of the Richmond, Virginia area law firm of Hall & Hall, PLC, with offices in Midlothian (Chesterfield County) and Innsbrook (Henrico county), Virginia. She is an estate planning and elder law attorney. Ms. Hall is a member of the ElderCounsel, the Academy of Special Needs Planners, the Academy of VA Pension Planners, the American Bar Association (member, Real Estate, Trusts and Estates sections) and the National Academy of Elder Law Attorneys (NAELA), and serves on the Board of Directors of the Virginia Academy of Elder Law Attorneys (VAELA). She is a Virginia accredited attorney. Ms. Hall earned her J.D. degree from Georgetown University Law School. Ms. Hall recently was named to the 2010 Influential Women of Virginia by Lawyer's Weekly. She is a frequent lecturer on legal topics relating to estates and estate planning. (Richmond location)

JEFFREY B. HASSLER is an attorney in the Richmond office of StellarOne Wealth Management. Mr. Hassler practices in the areas of estate and trust administration and estate planning. He is a member of the American Bar Association and the Virginia State Bar. Mr. Hassler earned his B.A. degree from Wheaton College and his J.D. degree from Pepperdine University. (Richmond location)

JEREMY C. JOHNSON is a partner with Johnson, Gasink & Baxter, LLP, where he works to protect his clients, their families, businesses and their wealth. Mr. Johnson is a member of the Virginia and Massachusetts bar associations. He is a member of the Board of Directors for the Peninsula Agency on Aging Endowment Fund, Inc.; serves as treasurer for the Peninsula Estate Planning Council; and is a member of the Williamsburg Chamber of Commerce and Tourism Armed Forces Committee. Mr. Johnson also is a member of WealthCounsel and ElderCounsel, as well as serving as the Registered Agent and General Counsel to multiple businesses in Virginia Beach, Richmond and Massachusetts. He earned his Bachelor’s degree from the University of Massachusetts at Amherst, his J.D. degree from Western New England College School of Law, and his LL.M. degree in taxation from Boston University School of Law. (Richmond and Virginia Beach locations)

ROD K. SUTHERLAND is a Virginia Beach estate planning attorney. He practices in the areas of business and commercial law, business organizations, elder law, estate planning, probate and estate administration, trusts, wills, charitable organizations, and private foundations. Mr. Sutherland is admitted to the Virginia State Bar (the U.S. District Court Western District of Virginia and U.S. Court of Appeals 4th Circuit), the Wyoming State Bar Association and the U.S. Tax Court. He also provides continuing legal education courses for CPAs through his firm. Mr. Sutherland earned his J.D. degree from University of Wyoming and Business degree from Arizona State University. He is a member of the National Academy of Elder Law Attorneys and WealthCounsel, LLC. (Virginia Beach location)

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