Walk through the Process and Clarify Key Tasks, Procedures, and Tools
Designed for attorneys who are new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process - register today!
Learn how to meet every deadline, follow procedures and complete essential forms.
Identify key estate administration tasks and how best to perform them.
Understand how to properly transfer and distribute assets.
Clarify procedure and best practices for dealing with insurance claims and debt during estate administration.
Learn how to tackle top issues such as taxes, jointly held assets and will contests.
Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes.
Learn how to properly distribute assets to minors, surviving spouses and trusts.
Probate Procedure Overview and Case Intake
Initial Estate Administration Steps
Assets Collection and Marshalling
Creditor Claims and Expenses In Estate Administration
JAMES W. CARLTON JR. is a partner in the law firm of Garvin, Agee & Carlton, P.C., where he focuses his practice in the areas of real estate, probate, estate administration, taxation, municipal and elder law. He is a certified public accountant in Oklahoma and has served as municipal counsel for the cities of Pauls Valley, Davis and Paoli. Mr. Carlton is a member of the Oklahoma County (Real Estate Section), Garvin County, Oklahoma, and American bar associations; and the Oklahoma Society of Certified Public Accountants. He earned his B.A.C. and J.D. degrees from the University of Oklahoma College of Law.
NANCY R. CROW is special counsel to the law firm of Hutchins & Associates LLC, where she practices in the areas of tax law, estate planning and administration, trusts, and exempt organization law. She is a frequent lecturer and writer on topics related to her areas of practice. She wrote and has updated chapters on estate planning, estate administration, trusts and will drafting, and execution for Colorado Methods and Practice, Thomson Reuters/West, through the Sixth Edition. Ms. Crow is a member of the Denver, Colorado (past chair, Taxation Section; column editor, Trust & Estate Section), and American (Taxation and Real Property, Probate, Trust & Estate sections) bar associations; the Colorado Women's Bar Association; the Denver Tax Association; and the American College of Trust and Estate Counsel. She is also a member of the State Bar of California. Ms. Crow earned her B.A. degree in sociology from Antioch College; her J.D. degree from the University of Colorado at Boulder; and her LL.M. degree, in taxation, from New York University.
ERIC A. FELDHAKE is a shareholder with the law firm of Kulzer & DiPadova, P.C., where his areas of practice include estate and tax planning, administration, litigation, and real estate and business transactions. He is a member of the bars of the state of New Jersey and the commonwealth of Pennsylvania. Mr. Feldhake is also a member of the American, New Jersey State and the Camden County bar associations. He is an adjunct instructor of law and entrepreneurial studies at Burlington County College and an instructor of taxation at the Judge Advocate General Corps' LL.M. Graduate Program, where he serves as a Major in the U.S. Army Reserves. Mr. Feldhake earned his B.S. degree from Indiana University, his M.B.A. degree from the Temple University Fox School of Business, and his J.D. degree and LL.M. degree in taxation from Temple University School of Law.
CAROLYN L. KENTON is lead attorney with Kenton Elder Law, which focuses on legal issues of the older client. She frequently lectures on asset management and the documents necessary to accomplish that, Medicaid asset preservation planning, veteran's benefit planning, guardianships, and the probate process. Ms. Kenton is co-author of Kentucky Elder Law, 2018 ed. (Vol. 23, Kentucky Practice Series); as well as many monographs on probate, estate settlement and Medicaid planning. She is a former state representative and a member of the Kentucky Bar Association (Elder Law Section). Ms. Kenton earned her B.A., M.A., and J.D. degrees from the University of Kentucky.
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