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 - 9:25, Written by Perry H. Friesler
   Presented by Peter J. Hoeper in Madison and Perry H. Friesler in Milwaukee
   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
   9:25 - 10:25, Written by Perry H. Friesler
   Presented by Angela M. Paulsrud in Madison and Perry H. Friesler in Milwaukee
   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
   10:40 - 11:40, Written by F. Brian McElligott
   Presented by Peter J. Hoeper in Madison and F. Brian McElligott in Milwaukee
   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
   12:40 - 1:40, Written by Thomas J. Kroll
   Presented by Daniel G. Mohan in Madison and Thomas J. Kroll in Milwaukee
   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
   1:40 - 2:40, Written by Thomas J. Kroll
   Presented by Daniel G. Mohan in Madison and Thomas J. Kroll in Milwaukee
   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
   2:55 - 3:55, Written by F. Brian McElligott
   Presented by Paul M. Schmidt in Madison and F. Brian McElligott in Milwaukee
   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
   3:55 - 4:40, Written by F. Brian McElligott
   Presented by Paul M. Schmidt in Madison and F. Brian McElligott in Milwaukee
   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?

PETER J. HOEPER is an attorney in the Hoeper Law Offices where he practices in the areas of personal injury; litigation; family law; real estate, including adverse possession cases; and estate planning and probate; as well as appeals work and arguments before the Wisconsin Supreme Court. Mr. Hoeper is a member of the Green Lake, Fond du Lac and Dodge County bar associations. He is admitted in the Eastern and Western District Courts of Wisconsin. He belongs to the Taxation and General Practice sections of the State Bar of Wisconsin. Mr. Hoeper earned his J.D. degree from the University of Wisconsin - Madison Law School.

DANIEL G. MOHAN is a partner with Foley & Lardner LLP, where he is a member of the tax and individual planning, and estates and trusts practices. He specializes in drafting wills, trusts, and disability documents for his clients. Mr. Mohan also specializes in business succession planning. Prior to joining Foley & Lardner, Mr. Mohan practiced as an internal accountant and is a licensed certified public accountant. He earned his B.B.A. degree, magna cum laude, from the University of Wisconsin-Milwaukee and his J.D. degree, magna cum laude, from the University of Wisconsin School of Law. Mr. Mohan is a member of the State Bar of Wisconsin and the Dane County Bar Association.

ANGELA M. PAULSRUD is an attorney with the Madison, Wisconsin law firm of Hill, Glowacki, Jaeger & Hughes, LLP. She practices in the areas of estate planning, estate and trust administration (including the preparation of estate tax returns and fiduciary income tax returns) and real estate. Ms. Paulsrud earned her bachelor's degree, with distinction, and her law degree from the University of Wisconsin-Madison. She is a member of the State Bar of Wisconsin, the Dane County Bar Association, and the Legal Association for Women. Ms. Paulsrud has given a number of presentations on estate planning and estate and trust administration to attorneys, paralegals, trust officers, accountants, and the general public. She is a former contributor to the chapter "The Organizational Form" in A Guide for Wisconsin Nonprofit Organizations, published by the State Bar of Wisconsin.

PAUL M. SCHMIDT is a partner of the Boardman Law Firm in Madison, Wisconsin where he practices in the areas of estate planning, probate, elder law, and tax planning. He has been an adjunct professor at the University of Wisconsin Law School on "The Use of Trusts in Estate Planning." Mr. Schmidt has written several articles and presentations on trusts and estate law. He earned his B.S. degree, summa cum laude, from Valparaiso University; his M.S. degree from Drake University; and his J.D. degree from the University of Kansas. Mr. Schmidt is a member of the Dane County and American bar associations, the State Bar of Wisconsin, and The Florida Bar.

PERRY H. FRIESLER is the owner of the Law Office of Perry H. Friesler, where he practices in the areas of trusts and estates, elder law, wills, probate, business law, closely held business law, taxation, environmental law, family law, and litigation. Mr. Friesler is a member of the Milwaukee, Ozaukee and American bar associations; the 7th Circuit Court of Appeals; the State Bar of Wisconsin; the bar associations for the Federal Court for the Eastern and Western Districts of Wisconsin; the Estate Counselors Forum of Milwaukee; and the Planned Giving Council of Eastern Wisconsin. He earned his B.S. and J.D. degrees from Marquette University.

THOMAS J. KROLL is a sole practitioner in Milwaukee, where he practices mainly in the areas of estate planning and administration. Mr. Kroll earned his B.S. degree, with honors, from Marquette University; and his J.D. degree from Marquette University Law School. He is a frequent speaker for National Business Institute and numerous business and professional groups on probate, estate planning, and other related topics. Mr. Kroll is a member of the Milwaukee Estate Planning Council and the State Bar of Wisconsin.

F. BRIAN MCELLIGOTT maintains his law office in Wauwatosa. His main areas of concentration are probate administration and related litigation. Mr. McElligott previously served as deputy register in probate for Milwaukee County. He has been a lecturer in probate and related matters at Marquette University Law School, the University of Wisconsin Extension, Mount Mary College, and Concordia College. Mr. McElligott earned his B.S.E.E. and J.D. degrees from Marquette University. He is an active member in good standing of the State Bar of Wisconsin, and the Milwaukee and American bar associations.

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