Whether you're new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership, and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - register today!
Learn how to meet every deadline, follow procedures, and complete essential forms.
Identify key estate administration pitfalls you need to avoid.
Acquire strategies to ensure you can help your clients through every step of the probate process.
Manage your client's entire estate administration procedures properly and effectively.
Learn how to tackle complex estate administration issues such as tax issues and jointly held assets.
Understand how to properly transfer and distribute assets.
Explore proper procedures and processes when dealing with creditor claims during estate administration.
Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes.
Get the latest information on allowances and elections against the will.
Identify how to properly distribute assets to minors, surviving spouses, and trusts.
COMMENCEMENT OF PROCEEDINGS AND INFORMATION GATHERING
INITIAL STEPS TO THE ESTATE ADMINISTRATION PROCESS
Liz Johnson is an attorney at Spence Brierley. She works with the partners to draft letters, Complaints, Petitions, discovery, and motions worthy of the Supreme Court. She graduated from the University of Illinois School of Law.
Roger J McClure is a practicing attorney with Washington Wealth Counsellors® PC, and has more than 35 years of experience. He maintains a business, estate and charitable planning law practice based in Virginia. He has conducted civil and criminal trials in local courts, represented creditors in bankruptcy proceedings, and litigated antitrust and trade regulation cases involving the largest corporations in America in federal regulatory proceedings. Mr. McClure served 10 years in the Virginia legislature (House of Delegates), and is past president of the Northern Virginia Estate Planning Council and the Northern Virginia Apartment Association. He has published books and articles in ABA publications. Through Wealth Counsel and his professional associations, he works with professionals in every state to assist their clients in solving problems and enhancing planning. Mr. McClure holds an undergraduate degree in international studies; a Masters degree in Political Science from Northwestern University; and his J.D. degree, with honors, from The Ohio State University Law School.
Krista N Robertson is an attorney with WardChisholm, LLP, where she focuses her practice in estate planning, probate, and estate and trust administration primarily in the District of Columbia and Maryland. Ms. Robertson is a member of the Maryland and New York State bar associations and the District of Columbia Bar. She earned her B.A. degree from Georgetown University, her LL.M. degree from UNH Franklin Pierce School of Law, and her J.D. degree from The University of New Mexico School of Law.
Adam M Spence is with Spence Brierley PC. He earned his B.A. degree from the University of Virginia and his J.D. degree from the George Mason University School of Law. After his graduation from law school, Mr. Spence served as a law clerk to the Circuit Court for Arlington County, Virginia. He then joined the McLean, Virginia law firm of Stauffer, Mannix, Rommel, Decker & Dulany, LLC (now the Reston, Virginia office of Bracewell & Patterson L.L.P.) where he practiced in the areas of commercial litigation and bankruptcy. He then joined the law offices of K. Donald Proctor, P.A. (now Proctor & McKee, P.A.), where he continued to practice law in the areas of commercial litigation and bankruptcy. He also formed the law offices of Spence & Buckler, P.C. Mr. Spence was admitted to the Bar for the Commonwealth of Virginia, as well as the U.S. District Court for the Eastern District of Virginia. He was admitted in 1997 to the Bar of the District of Columbia, and in 1998 to the Maryland Bar. Mr. Spence was admitted to the bars of the U.S. Bankruptcy Court for the District of Maryland, the U.S. Bankruptcy Court for the Eastern District of Virginia, and the U.S. Bankruptcy Court for the District of Columbia. he was admitted to the Bar for the U.S. Bankruptcy Court for the Western District of Virginia and he was admitted to practice before the U.S. Supreme Court.
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