Audio CD + Course Book

Advanced Estate and Trust Administration

Audio CD + Course Book

Copyright Date:

March, 2018

Product ID#:

78252CDRA

Audio + Course Book

Credit Information

Continuing education credit
is not available on this program.


  • For additional questions regarding
  • continuing education credits,
  • please contact us at 866-240-1890
  • or credit@nbi-sems.com
From Event: Advanced Estate and Trust Administration, held March 2018.

Program Description

In this incisive legal guide, seasoned attorney faculty skip the basics and get right to the heart of the complex and diverse problems and peculiarities that make up the estate administration process. Get expert guidance on tough inventory issues, trust administration, claims and insolvency, taxes, and much more. Increase your legal mastery - order today!

Course Content

  1. Tough Inventory and Appraisal Issues
  2. Creditor Claims, Disputes, and Insolvency
  3. Post-Mortem Trust Administration
  4. Medicaid Recovery Claims Against the Estate
  5. Legal Ethics
  6. Tax Planning and Reporting
  7. Estate Litigation

Continuing Education Credit

Continuing education credit is not available at this time.
For additional questions regarding continuing education credits please contact us at 866-240-1890 or credit@nbi-sems.com.

Agenda / Content Covered

  1. TOUGH INVENTORY AND APPRAISAL ISSUES
    9:00 - 9:50, Written by Arlene Kline. Presented by Arlene Kline in Indianapolis and Russell D. Millbranth in Merrillville.
    1. Locating and Accessing Assets When Heirs are Uncooperative
    2. Probate vs. Non-Probate Assets
    3. What Qualifies as Estate Administration Expenses
    4. Valuation of Rare and Hard-to-Sell Assets
    5. Intangible and Digital Assets in Estate Administration: Gaining Access and Proving Ownership/Copyright
  2. CREDITOR CLAIMS, DISPUTES, AND INSOLVENCY
    10:05 - 10:55, Written by Arlene Kline. Presented by Arlene Kline in Indianapolis and Russell D. Millbranth in Merrillville.
    1. Debts and Demands Hearing
    2. Limits of the Commissioner of Accounts' Power to Settle
    3. How to Prevent Beneficiaries' Disputes and What to do When They Arise
      1. Can Mediation be an Option?
    4. What Steps Should You Follow When the Estate is Insolvent?
  3. POST-MORTEM TRUST ADMINISTRATION
    10:55 - 11:45, Written by Bret S. Clement. Presented by Bret S. Clement in Indianapolis and Clifford Rice in Merrillville.
    1. Revocable Trust Issues
    2. Credit Shelter and QTIP Trusts in the Age of Portability
    3. Irrevocable Life Insurance Trusts and the "Reciprocal Trust" Doctrine
    4. IRA Trusts Administration: Complying With the Required Minimum Distribution (RMD) Rules
    5. Trust and the Required Minimum Distribution Rules
    6. Annual and Final Tax Reporting
    7. Trust Decanting
  4. MEDICAID RECOVERY CLAIMS AGAINST THE ESTATE
    12:45 - 1:35, Written by Miranda R. Richard. Presented by Miranda R. Richard in Indianapolis and Barbara A. Shaver in Merrillville.
    1. What's Recoverable
    2. Recovery From Medicaid Recipient vs. Spouse
    3. Conflict of Laws: Joint Tenancy, Contract Law, Trust Law
    4. Interests in Life Estates at Death
    5. Interests in IRAs and Other Qualified Accounts
    6. When is it Worth it to Contest Recovery?
  5. LEGAL ETHICS
    1:35 - 2:35, Written by Regina Holzhausen. Presented by Regina Holzhausen in Indianapolis and B. Douglas Hayes in Merrillville.
    1. Applying Rules of Professional Conduct in Estate Administration
    2. Who is the Client?
    3. Attorney Fiduciary Duty to the Decedent
    4. Attorney Fiduciary Duty to Third Party Beneficiaries
    5. When Attorney and Executor Don't See Eye to Eye
    6. Attorney Fees
  6. TAX PLANNING AND REPORTING
    2:50 - 3:40, Written by Bret S. Clement. Presented by Bret S. Clement in Indianapolis and B. Douglas Hayes in Merrillville.
    1. Current Federal Tax Issues
    2. Portability
    3. Decedent's Final Income Tax Return
    4. Estate's Income Tax Return
    5. GST Tax Planning
  7. ESTATE LITIGATION
    3:40 - 4:30, Written by David A. Anderson. Presented by David A. Anderson in Indianapolis and Russell T. Paarlberg in Merrillville.
    1. Probate/Circuit/Orphans Court Procedure Update
    2. Title and Discovery of Assets
    3. Contested Claims and Contingent Liabilities
    4. Marital Agreement Concerns
    5. Contested Wills and Alternatives
    6. Review of Accountings and Claims of Financial Mismanagement
    7. Land Sale Proceedings
March 6 - Indianapolis

DAVID A. ANDERSON is principal of Anderson & Associates P.C., in Indianapolis. He practices in the areas of estate administration, health and life insurance defense litigation, civil litigation, bad faith litigation and insurance coverage. Mr. Anderson earned his B.A. degree, with honors, from the University of Notre Dame and his J.D. degree from the University of Colorado. He is a member of the Indiana State Bar Association and the Indiana Trial Lawyers Association.

BRET S. CLEMENT is a member of the Indianapolis law firm of Ayres Carr & Sullivan, P.C., where his practice focuses on estate and business planning, tax, and corporate law. He frequently lectures to various professional groups on estate planning and tax-related subjects. As an adjunct professor of law, Mr. Clement previously taught the estate and gift tax course at Indiana University School of Law. He wrote the sales and use tax, gross income tax, inheritance tax, and property tax explanations for the Indiana Section of Research Institute of America’s State and Local Tax Service. Mr. Clement earned his B.B.A. degree, with high honors, from the University of Notre Dame and his J.D. degree, cum laude, from the University of Michigan.

REGINA HOLZHAUSEN, J.D., C.P.A., C.F.P., is trust operations manager at MainSource Bank. Previously, she was a trust director for PNC Bank for many years. She is a member of the Indianapolis Bar Association (member, Probate and Trust Section) and the Indiana State Bar Association (member, Probate and Trust Section). Ms. Holzhausen earned her B.S. degree from the University of the State of New York and her J.D. degree from Indiana University Robert H. McKinney School of Law. She is a frequent presenter on continuing legal education, including seminars for the Indianapolis Bar Association, Johnson County Bar Association, Elkhart County Bar Association, Allen County Bar Association, ICLEF and law firms.

ARLENE KLINE is the principal of the Law Office of Arlene Kline in Indianapolis. She focuses her practice in the areas of estate planning and estate administration or probate. Ms. Kline is a member of the Indianapolis Bar Association and the Indiana State Bar Association. She earned her undergraduate degree from Indiana University and her J.D. degree from Indiana University School of Law.

MIRANDA R. RICHARD is an attorney at Dillman Law Group, where she leads the firm’s Medicaid team and handles asset and income analysis for Medicaid pre-planning and crisis cases, Medicaid applications, and Medicaid appeal hearings. Ms. Richard assesses clients for both traditional nursing home Medicaid and Medicaid waiver. She has attended many FSSA administrative hearings, arguing a wide variety of subjects for her clients. Before becoming a member of Dillman Law Group, Ms. Richard was a deputy prosecutor in Hendricks County where she gained litigation experience which lends itself to both Medicaid application presentations and the appeal process. She remains constantly mindful of securing a thorough and powerful record during the case in chief in preparation for any needed future appeals. Ms. Richard earned her B.S. degree from Indiana University and her J.D. degree from Indiana University Maurer School of Law.

March 7 - Merrillville

B. DOUGLAS HAYES is a partner with the Goshen law firm of Yoder, Ainlay, Ulmer & Buckingham, LLP, where he practices in the areas of estate planning, probate, business law, real estate and elder law. Mr. Hayes is board-certified as a trust and estate lawyer by the Indiana Trust and Estate Specialization Board. He has given CLE presentations for attorneys, and has spoken before civic groups, local accounting groups, and professional groups on estate, probate and elder law issues. Mr. Hayes is admitted to practice in Indiana and Florida. He is a member of the Goshen City Bar Association, the Indiana State Bar Association, and the Elkhart County Estate Planning Council. Mr. Hayes earned his B.Mus. degree, summa cum laude, from Fort Wayne Bible College and his J.D. degree, magna cum laude, from the University of Notre Dame.

RUSSELL D. MILLBRANTH is a partner with Millbranth & Bush, where he concentrates his practice in corporate law, entity development, contract negotiations, elder law, and estate planning and administration. He earned his B.A. degree from Indiana University, his master's degree from the College of William & Mary, and his J.D. degree from Indiana University School of Law in Bloomington. Mr. Millbranth is a member of the Indiana State Bar Association.

RUSSELL T. PAARLBERG is a partner at Lanting, Paarlberg & Associates, LTD, whose areas of practice include estate planning, real estate and litigation. Mr. Paarlberg is a member of the following professional organizations: Illinois State Bar Association, Trust and Estates Section; Indiana State Bar Association, Probate, Trust and Real Property Section; Chicago Bar Association; South Suburban Bar Association; South Suburban Estate Planning Council; and the Lake County, Indiana Bar Association. He is or has served on the following boards: The Bible League, The Chicago Christian Counseling Center, South Holland United Way, Village of South Holland Zoning Board of Appeals, South Holland Business Association, Cedar Lake Christian Conference Center, and The Family Life Child Development Center. Mr. Paarlberg earned his B.A. degree, cum laude, from Hope College, Holland, Michigan and his J.D. degree, cum laude, from Indiana University School of Law, Bloomington.

CLIFFORD RICE is a partner in the law firm of Rice & Rice, Attorneys. His practice is limited to estate planning and elder law for clients who seek tax reduction, asset preservation and probate avoidance. Mr. Rice has been practicing law for more than 44 years and is a frequent lecturer and trainer on estate planning. He is a member of the National Academy of Elder Law Attorneys, WealthCounsel, ElderCounsel, Indiana State Bar Association, State Bar of Michigan, American Bar Association, Porter County Bar Association, and founder of the Illinois Forum of Estate Planning Attorneys. Mr. Rice earned his B.S. degree from Indiana University and his J.D. degree from Valparaiso University School of Law. He is admitted to the Illinois State Bar, the Indiana State Bar, and the State Bar of Michigan.

BARBARA A. SHAVER is a sole practitioner with Barbara M. Shaver Attorney at Law, where she concentrates in Medicaid planning, wills, trusts, probate, estates, guardianships, advance directives and powers of attorney. Ms. Shaver is admitted to practice in Indiana and Illinois. She is a member of the Indiana State Bar Association, Lake County Bar Association, National Academy of Elder Law Attorneys, and the Indiana Chapter NAELA (board member). Ms. Shaver earned her J.D. degree from Valparaiso University School of Law.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

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