Arizona Probate Forms, Inventory, and Tax Returns Tutorial

Agenda / Content Covered

All times are shown in Mountain Standard Time

1. Estate Inventory: Valuing and Recording Assets
   1:00 - 1:45, Louis A. Silverman
2. Final Accounting: What Must and Should be Included
   1:45 - 2:30, Louis A. Silverman
3. Tax Returns and Schedules for the Estate and the Decedent: Forms, Deadlines, Extensions (With Sample Returns)
   2:45 - 3:30, David J. Estes and Marion S. Madine
4. Estate Closing and Distribution Documents: Notices of Proposed Action, Petition to Discharge Fiduciary, and More
   3:30 - 4:15, David J. Estes and Marion S. Madine

Accreditation Details:

DAVID J. ESTES is a partner with Estes & Madine, PLLC, where he practices law in the Phoenix/Scottsdale metropolitan area, with an emphasis on estate planning, estate and trust administration, and estate and trust litigation. Mr. Estes has been an author and lecturer for the State Bar of Arizona and the Maricopa County Bar Association (including state bar courses on lawyer professionalism and certified fiduciary training); he has been an editor of the Arizona Probate Code Practice Manual; he is a former chair of the Probate and Trust Law Section of the State Bar of Arizona; and he has been a commissioner and judge pro tem in the probate court of the Maricopa County Superior Court. He received his J.D. degree from the University of California at Berkeley, where he was elected to the Order of the Coif; he obtained his undergraduate degree in business administration (accounting) from the University of Arizona, where he graduated with highest distinction.

MARION S. MADINE is a partner with Estes & Madine, PLLC, where she is directly involved in all aspects of the firm's work with clients on estate planning, estate and trust administration, estate and trust litigation, and guardianship and conservatorship matters. She obtained a postgraduate degree in legal practice from the University of Northumbria at Newcastle; a master's degree in law and business administration from the University of Ulster at Jordanstown; and a Bachelor of Laws (honors) degree from Queens University of Belfast, Northern Ireland. Ms. Madine became a licensed attorney in Arizona in May 2020. Since July 1, 2020, she has been practicing with David Estes as his law partner (after having worked with him as a legal assistant since 2006).

LOUIS A. SILVERMAN is an attorney at Silverman Law Offices, where he practices in the areas of estate planning, estate administration, probate law, and related tax matters. Mr. Silverman became board certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration; and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tern on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas and before the U.S. District Court for Arizona, and the Western District of Texas.