Probate Primer on Handling Assets 2023

Agenda / Content Covered

1. 2022 Takeaways: Probate Case Law and Trends
   10:00 - 10:30, Khristie L. Kelly
2. Discovering and Securing Assets
   10:30 - 11:15, Sarah J. Barnes
   1. Probate vs. Non-Probate Assets
   2. Client Asset Questionnaires
   3. Procuring Letters of Authority
   4. Deeds and Titles to Assets
   5. Key Locations and Figures to Contact
   6. Locating Hidden Estate Assets
3. Managing Digital Assets
   11:30 - 12:00, David J. DePinto
   1. Where to Look for Digital Assets of the Deceased
   2. What Can and Cannot Pass Through a Will?
   3. Estate Planning Strategies With Digital Assets
   4. Executors' Access to Digital Assets
   5. Limiting Access
4. Sale and Distribution of Assets
   12:00 - 12:30, David J. DePinto
5. Tax Reporting
   12:30 - 1:00, David J. DePinto
6. Determining and Valuating Assets
   1:30 - 2:15, Khristie L. Kelly
   1. Real Estate and Vehicles
   2. Securities, Life Insurance, and Annuities
   3. Businesses and Personal Property
   4. Debts Owed to the Estate
7. Handling Contested Wills
   2:15 - 3:00, Khristie L. Kelly
8. Alternatives to Probate
   3:25 - 4:10, Sarah J. Barnes
   1. Joint Ownership With Right of Survivorship
   2. Living Trusts
   3. Beneficiary Designations
9. Legal Ethics
   4:10 - 5:10, Sarah J. Barnes
   1. Guarding Confidentiality
   2. Attorney Fees
   3. Data Security Considerations
   4. Conflicts of Interest

Accreditation Details:

Sarah J. Barnes is an attorney and trust officer with Wealth Enhancement Trust Services, LLC, in Madison, Wisconsin, where she handles all levels of trust and estate administration matters. Ms. Barnes previously was in private practice for many years, where she practiced in the areas of estate planning and elder law. She earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Ms. Barnes's professional memberships include the State Bar of Wisconsin, Dane County Bar Association, Legal Association of Women, and the Madison Estate Planning Council. She serves on a number of non-profit boards, is a frequent speaker at various continuing legal education seminars and has served as guest faculty at the University of Wisconsin - Madison. Ms. Barnes is admitted to practice in the state of Wisconsin.

David J. DePinto is managing partner at DePinto Law, LLP, where he practices in the areas of trusts, estate planning, asset protection, charitable entities, business and succession planning for closely held businesses, estate and gift taxation, income taxation, elder law, guardianship, probate and administration of trusts and estates, and estate litigation; and also provides representation to guardians, trustees and other fiduciaries. Mr. DePinto is an NYS certified public accountant and a certified elder lawyer certified by the National Elder Law Foundation as accredited by the American Bar Association. He is the recipient of the Edith Blum Foundation Award for Excellence in taxation and the Professor's Award for Academic Achievement in taxation. Mr. DePinto earned his LL.M. Master of Laws degree from NYU Law School; his J.D. degree from Brooklyn Law School; his M.S. degree, in taxation, with academic honors, from Long Island University CW Post; and his B.B.A. degree from Hofstra University.

Khristie L. Kelly is the managing attorney in the Calhoun office and also the managing probate and litigation attorney in the Atlanta office of the law firm of Perrie & Associates, LLC. Ms. Kelly practices in the areas of bankruptcy, estate planning and probate and family law and has practiced for more than 20 years. She earned her B.S. degree from the University of Memphis and her J.D. degree from The University of Memphis - Cecil C. Humphreys School of Law.