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Overview
Beyond-the-Basics Advice to Improve Your Practices
Under the guidance of our experienced attorney faculty, tackle the complex problems and grey-space scenarios final accountings can create. Refine and update your approaches - register today!
- Identify key problem areas in balancing final accounts and get tools for finding and correcting top issues.
- Learn how to handle objections to the final accounting.
- Benefit from seasoned practitioners' experience and analysis.
- Ensure tax reporting stands up to scrutiny.
Abbreviated Agenda
- Tax Returns, Elections, Complex Questions
- Troubleshooting Tips for When the Final Account Won't Balance
- Disputes and Final Steps
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Colorado CLE |
|
4 Total | 12-31-2025 |
| Idaho CLE |
|
3 Total | |
| Kentucky CLE |
|
3 Total | |
| Montana CLE |
|
3 Total | 11-16-2026 |
| North Dakota CLE |
|
3 Total | 11-16-2026 |
| New Hampshire CLE |
|
3 Total | 11-16-2026 |
| Nevada CLE |
|
3 Total | 11-16-2026 |
| New York CLE |
|
3.5 Total | 11-16-2026 |
| Oregon CLE |
|
3 Total | 11-16-2026 |
| Rhode Island CLE |
|
3.5 Total | |
| Washington CLE |
|
3 Total | 11-15-2028 |
Select Jurisdiction
CLE
Agenda
-
Tax Returns, Elections, Complex Questions
- Review: What Needs to be Filed and When?
- FEIN - SS-4 Application Update
- Form 56 - Notice Concerning Fiduciary Relationship
- Withholding Agent for Non-Resident Beneficiaries
- Estate Tax Return (Federal and/or State)
- Fiduciary Income Tax Returns (Federal and/or State)
- Termination of Fiduciary Relationship
-
Troubleshooting Tips for When the Final Account Won't Balance
- Common Reasons the Account Doesn't Balance
- Are There Assets Left Off Inventory?
- Working Through Problem Scenarios
-
Disputes and Final Steps
- Final Distribution of Remaining Assets
- Service Requirements
- Discharging Liability of Personal Representative
- Assents of Beneficiaries/Heirs - Are They Worth Obtaining?
- Objections to Final Accounting by Beneficiaries/Heirs
- Obtaining Discharge of the Personal Representative
- Disputed Accountings
Who Should Attend
This legal course is designed for attorneys. Accountants, tax professionals, executors, trust officers, fiduciaries, wealth managers, and paralegals will also benefit.
Speakers
Speaker bio
Damianos Markou
is an attorney with Capell Barnett Matalon & Schoenfeld, LLP where he practices trusts and estates law, concentrating his practice in trust and estates litigation proceedings in the New York State Surrogate’s Courts. Mr. Markou has extensive experience and has successfully represented individual and corporate clients in a variety of Surrogate’s Court proceedings including Will contests, contested accountings, discovery proceedings, reverse discovery proceedings, construction proceedings, right of election proceedings, guardianships, administration proceedings and other miscellaneous Surrogate’s Court proceedings. He has represented individual and corporate clients in the administration of estates and trusts and has successfully represented and defended clients’ estate tax filings before the Internal Revenue Service and the New York State Commissioner of Taxation and Finance. Mr. Markou is also involved in estate planning and the drafting of wills and trusts for his clients. While in law school, he enrolled in a summer law program in Moscow State University, in Moscow, Russia where he studied the Russian legal system in transition and the Russian language. After law school, Mr. Markou began his career as an attorney with a firm who had acted as Counsel to the Public Administrator of Queens County, New York representing clients in all aspects of complex Surrogate’s Court proceedings.
Speaker bio
C. Murray Saylor
is a partner at The Saylor Law Firm LLP. His practice areas include estate planning, wills and trusts, probate and estate administration, tax planning, tax return preparation and IRS representation, business planning and business law and incapacity planning, antenuptial/prenuptial agreements, postnuptial adjustments, business estate planning, corporate law, buying and selling of businesses, employee compensation, employee benefits, executive compensation, and transfer tax. Mr. Saylor is a CPA, has obtained the AICPA accreditation of personal financial specialist and is an accredited estate planner, National Association of Estate Planners and Councils. He is a member of the American Association of Attorney-CPAs; Atlanta Tax Forum, director; Atlanta Estate Planning Council; Atlanta Bar Association, Section chair 2013-2015, Board of Directors 2009-2015, member of the Estate Planning and Probate Section; State Bar of Georgia, member of the Fiduciary Law Section; and American Bar Association, member of the Probate and Real Property and Tax sections. He is licensed in both Georgia and Pennsylvania. Mr. Saylor earned his B.S. and M.S. degrees at the Wharton School, University of Pennsylvania; and his J.D. degree at the Temple University.
Speaker bio
Paul F. Wright
is a senior partner with The Wright Firm LLP, and the managing partner of the firm’s Dallas office. His practice concerns fiduciary and business litigation, contested and uncontested probate and guardianship matters, as well as estate and business planning. Mr. Wright's litigation practice focuses on resolving estate and trust disputes, as well as representing closely-held and middle-market businesses. His transaction practice involves counseling individuals, families, widows, business owners and professionals (primarily physicians) in estate and tax planning, wealth preservation, post-divorce planning and asset rehabilitation; and advising business owners regarding on-going legal matters that affect businesses. Mr. Wright is a licensed attorney and certified public accountant, and is board-certified in estate planning and probate law by the Texas Board of Legal Specialization.He is a member of the Dallas Bar Association, American Bar Association, Texas Society of CPA’s, National Academy of Elder Law Attorneys, and the National College of Probate Judges. Mr. Wright earned his B.S. degree in accounting from the University of North Texas, his M.S. degree in taxation from the University of North Texas, and his J.D. degree from South Texas College of Law.
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