PA Specific

Trusts, Estates & Probate

4.62

Advanced Estate Administration: A Pennsylvania Guide

Credits Available
Credit Status Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
OnDemand
5 hours 54 minutes
Michael Nalli
Zachary Dolchin
Gerald Clarke
Rachel Hartman
With Michael W. Nalli from Nalli, Elias & Associates, P.C. + 3 others
Recorded April 18, 2024
Product ID 98139

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Overview

A Practical Look at the Complexities of the Practice

Get right to the heart of the complex and diverse problems that make up the estate administration process. Get expert guidance on tough inventory issues, trust administration, taxes, final account discrepancies, and more. Enhance your mastery of estate administration - register today!

  • Clear the gray areas when sorting through probate and non-probate assets.
  • Review difficult scenarios in administering estates that include trusts.
  • Guard the estate against unverified creditor claims and make certain all the qualified debts are paid in full.
  • Ensure tax reporting for the estate and the decedent is beyond reproach.

Abbreviated Agenda

  1. Procedural Hurdles
  2. Complex Distributions, Final Accounting, and Estate Closing
  3. Creditor Claims, Liens, Sale of Assets, Insolvency
  4. Beneficiary Disputes, Will and Trust Contests, Probate Litigation
  5. Handling Complex Assets
  6. Advanced Tax (and Related) Issues
  7. Trusts in Estate Administration
  8. Legal Ethics in Estate Administration

Related Topics

Product ID 98139

Credit Details

Credits Available
Credit Status Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Procedural Hurdles

    1. Choice of Administration, Timeline Overview, and Local Procedure Update
    2. Petitions Best Practices
    3. Commonly Overlooked Sources and Documents
    4. Out-of-State and International Property, Beneficiaries, and Creditors
    5. Multi-Generational Issues

  2. Complex Distributions, Final Accounting, and Estate Closing

  3. Creditor Claims, Liens, Sale of Assets, Insolvency

  4. Beneficiary Disputes, Will and Trust Contests, Probate Litigation

  5. Handling Complex Assets

    1. Probate vs. Non-Probate Assets
    2. Spousal Claims
    3. Estate Inventory Problems
    4. Family Business and Third-Party Interests
    5. IRAs in Estate Administration
    6. Asset Valuation
    7. Access to Digital Assets
    8. Mineral Rights, Art, Antiques, IP Rights, and Other Unique Assets
    9. Assets Improperly Transferred Prior to Death

  6. Advanced Tax (and Related) Issues

    1. Tax Law Update; Tax Forms, Deadlines, and Extensions
    2. Tax Basis Reporting
    3. Recording Income, Loss
    4. Allowable Expenses and Gray Areas
    5. Tax Liens, Audits, Disputes
    6. Taxation of Digital Assets and Virtual Currency
    7. Charitable Bequests

  7. Trusts in Estate Administration

  8. Legal Ethics in Estate Administration

    1. Who is Your Client?
    2. Conflicts of Interest
    3. Attorney Fees and Scope of Representation
    4. Guarding Confidentiality
    5. Breach of Fiduciary Responsibility: Counsel Obligations and Liability

Who Should Attend

This advanced level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Fiduciaries
  • Trustees
  • Enrolled Agents
  • Investment Advisors
  • Paralegals

Speakers

Michael W Nalli
Michael W.
Nalli
Nalli, Elias & Associates, P.C.
Zachary Dolchin
Zachary
Dolchin
Semanoff Ormsby Greenberg & Torchia, LLC
Gerald R Clarke
Gerald R.
Clarke
Clarke and Associates
Rachel Hartman
Rachel
Hartman
Metz Lewis Brodman Must O'Keefe LLC
Speaker bio
Michael W Nalli

Michael W. Nalli

Nalli, Elias & Associates, P.C.
Michael Nalli

is the firm founder of Nalli, Elias & Associates, P.C., concentrating his law practice in the areas of estate planning, estate administration and related tax matters, elder law, guardianship, and real estate. He is a member of the Beaver County Bar Association, Pennsylvania Bar Association and is certified as an elder law attorney by the National Elder Law Foundation (NELF). Mr. Nalli earned his B.A. degree, summa cum laude, from Geneva College and his J.D. degree from Duquesne University.

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Speaker bio
Zachary Dolchin

Zachary Dolchin

Semanoff Ormsby Greenberg & Torchia, LLC
Zachary Dolchin

is an attorney with Semanoff Ormsby Greenberg & Torchia, LLC., where he focuses his practice in all aspects of tax planning including preparing estate plans, guiding clients through estate administration, and advising businesses in various corporate matters. He earned his B.A. degree from Pennsylvania State University and his J.D. degree from Rutgers University School of Law. Mr. Dolchin is a member of the Philadelphia Bar Association, New Jersey State Bar Association, and the The Florida Bar.

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Speaker bio
Gerald R Clarke

Gerald R. Clarke

Clarke and Associates
Gerald Clarke

is a solo practitioner at Clarke and Associates, located in Glenside, Pennsylvania. He focuses his practice on wills, trusts and estates, estate administration, and personal and business income tax. Mr. Clarke also serves as general counsel to several medium size employees in the Eastern Montgomery County vicinity. He has significant experience representing clients on both sides of employment cases and now works exclusively with employees in dealing with issues that they may have with a current or former employer. Mr. Clarke earned his bachelor's degree from La Salle University and his J.D. degree from Temple University, James E. Beasley School of Law. He also obtained his CPA license and practiced as an accountant prior to becoming a lawyer. Mr. Clarke's financial background provides a unique perspective and detailed understanding of the tax ramifications of proposed estate planning scenarios. He is admitted to practice law in Pennsylvania and New Jersey.

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Speaker bio
Rachel Hartman

Rachel Hartman

Metz Lewis Brodman Must O'Keefe LLC
Rachel Hartman

is an attorney at Metz Lewis Brodman Must O'Keefe LLC, where she helps clients create strategies for generational wealth transfer, as well as tax and estate planning. She has particular strength and concentrates her practice on individual tax planning and compliance, tax controversy, and estate administration. Prior to joining Metz Lewis, Ms. Hartman worked on a specialized estate team within the wealth management tax services practice at PwC, focusing on estate, inheritance and fiduciary tax compliance. With her extensive tax knowledge, she is an integral part of the tax team that prepares and reviews tax returns to carry out the planning. Ms. Hartman earned her bachelor's degree from University of Pittsburgh; her master's degree from University of Pittsburgh, Katz Graduate School of Business; and her J.D. from Thomas R. Kline School of Law of Duquesne University. She is admitted to practice law in Pennsylvania.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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