Discovering, Valuating, and Distributing Assets of the Decedent
Anything can happen in probate. Join our faculty in this comprehensive program as they walk you through the essential phases of the probate process and what you need to know for the near future. Don't miss this opportunity to stay updated - register today!
Get familiar with the differences between probate and non-probate assets.
Know how to manage digital assets of a decedent.
Learn how to determine the value of probate assets.
Understand the tax implications of sale, transfer, or distribution of assets and how it should be reported.
Discuss methods for selling and distributing a decedent's assets.
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.
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