Audio CD + Course Book

Estate Administration Boot Camp

Audio CD + Course Book

Copyright Date:

December, 2017

Product ID#:

77425CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • CA CLE - 12.00
From Event: Estate Administration Boot Camp, held December 2017.

Program Description

Are you fully confident in your knowledge of the latest court and tax rules and the most effective transfer tools to ensure each client's estate is laid to rest according to the decedent's wishes, with minimal tax burden? This comprehensive legal instruction will give you all the skills you need to administer estates that include trusts and/or business interests without a hitch. Order today!

Course Content

DAY 1

  • Forms of Administration and When They are Used
  • First Steps and Notices, Executor Duties, Opening the Estate
  • Marshalling the Assets
  • Key Intestacy Laws You Must Know
  • Handling Debts and Claims Against the Estate
  • Spouse Elective Share and Disclaimers
  • Trusts that Affect Estate Administration

DAY 2

  • Income Tax Returns
  • Portability and Estate, Gift, GST Taxes
  • Handling Distributions
  • Business Interests in Estate Administration
  • Legal Ethics in Estate Administration
  • Closing the Estate and Final Accounting
  • Estate and Trust Contests, Disputes, Challenges

Continuing Education Credit

Continuing Legal Education – CLE: 12.00 CA - Credit Approval Expiration 12/04/2019 *


* denotes specialty credits

Agenda / Content Covered

DAY 1

  • Forms of Administration and When They are Used
    9:00 - 9:50, Written by Vanessa M. Terzian.
    Presented by R. Sam Price in San Bernardino and Irvine, and Vanessa M. Terzian in Pasadena.
  • First Steps and Notices, Executor Duties, Opening the Estate
    10:05 - 10:55, Written by Vanessa M. Terzian.
    Presented by R. Sam Price in San Bernardino and Irvine, and Vanessa M. Terzian in Pasadena.
    • Executor Duties and Powers Prior to and After Qualification
    • Filing the Petition; Notice to Beneficiaries and Heirs
    • Initial Notices to Creditors and State Agencies
    • The Estate Timeline
    • Other Estate Opening Tasks and Procedures
  • Marshalling the Assets
    10:55 - 11:55, Written by Vanessa M. Terzian.
    Presented by R. Sam Price in San Bernardino and Irvine, and Vanessa M. Terzian in Pasadena.
    • Key Assets to Account For
    • Survivorship vs. Beneficiary Designation
    • Helpful Checklists and Sample Forms
    • Valuation Considerations
    • Filing the Inventory and Appraisal with the Court
    • Handling Antiques, Heirlooms and Unusual Items
    • Digital Assets
  • Key Intestacy Laws You Must Know
    11:55 - 12:35, Written by R. Sam Price.
    Presented by R. Sam Price in San Bernardino and Irvine, and Vanessa M. Terzian in Pasadena.
  • Handling Debts and Claims Against the Estate
    1:35 - 2:25, Written by Marivel M. Zialcita.
    Presented by Marivel M. Zialcita in San Bernardino and Irvine, and Joshua Driskell in Pasadena.
    • Secured vs. Unsecured Claims
    • Interest on Claims
    • Debts Left Over from Improperly Executed Joint Tenancies
    • Medicaid Estate Recovery and Other Liens
    • Insolvent Estates
  • Spouse Elective Share and Disclaimers
    2:25 - 3:15, Written by Joshua Driskell.
    Presented by Marivel M. Zialcita in San Bernardino and Irvine, and Joshua Driskell in Pasadena.
    • Making the Election
    • Disclaiming an Interest: Who Can Disclaim, Statutory Requirements, Procedure, Consequences
  • Trusts that Affect Estate Administration
    3:30 - 4:30, Written by Jonathan D. Primuth.
    Presented by Blaine J. Burch in San Bernardino and Irvine, and Jonathan D. Primuth in Pasadena.
    • When Trusts are Included in the Estate
    • What Must be Done when the Trust Becomes Irrevocable
    • Post-Mortem Trust Funding (Credit Shelter, Marital and Beneficiary Trusts)
    • Designated Beneficiary Trusts

DAY 2

  • Income Tax Returns
    9:00 - 9:50, Written by R. Sam Price.
    Presented by R. Sam Price in San Bernardino, Irvine, and Pasadena.
    • Final Individual Income Tax Return - Federal and State
    • Fiduciary Income Tax Return - Federal and State
    • Tax Consequences of Fiduciary Decisions and Actions
    • The Interaction of Tax Deductions between the Estate Tax and fiduciary Income Tax Returns
  • Portability and Estate, Gift, GST Taxes
    9:50 - 10:40, Written by R. Sam Price.
    Presented by R. Sam Price in San Bernardino, Irvine, and Pasadena
    • Determining DSUE and Claiming Portability
    • State and Federal Estate, Gift and GST Taxes - Planning and Reporting
    • Streamlined, Partial-Streamlined and Complete Estate Tax Returns
  • Handling Distributions
    10:55 - 11:45, Written by Grace G. St. Clair.
    Presented by Mary M. Bader in San Bernardino, and Grace G. St. Clair in Irvine and Pasadena.
    • Discretionary Distributions
    • Mandatory Distributions
    • Refunding Agreements
    • Spendthrift Trusts and Creditor Attachments
  • Business Interests in Estate Administration
    12:45 - 1:35, Written by Grace G. St. Clair.
    Presented by Mary M. Bader in San Bernardino, and Grace G. St. Clair in Irvine and Pasadena.
    • Valuation Considerations
    • Business Continuation and Non-Family Business Interests
    • Succession Issues - Who Controls the Company (Corporations vs. LLCs)
    • Tax Planning and Reporting
  • Legal Ethics in Estate Administration
    1:35 - 2:35, Written by Rita M. Diaz.
    Presented by Rita M. Diaz in San Bernardino, Michael Antin in Irvine, and Jeremy J. Ofseyer in Pasadena.
    • Who is Your Client? Avoiding Conflicts of Interest
    • Attorney Fees
    • Protecting Confidentiality
    • Are You a Fiduciary? New Fiduciary Liability Rules and FINRA Enforcement Efforts
    • Client Competence Issues
  • Closing the Estate and Final Accounting
    2:50 - 3:40, Written by Candice A. Garcia-Rodrigo.
    Presented by Candice A. Garcia-Rodrigo in San Bernardino, and Grace G. St. Clair in Irvine and Pasadena.
    • Final Accounting Step-by-Step
    • Filing the Final Petition; Contents
    • Final Expenses, Debts, Taxes, Fees and Distributions
    • Discharge of Fiduciary
  • Estate and Trust Contests, Disputes, Challenges
    3:40 - 4:30, Written by Jeremy J. Ofseyer.
    Presented by Rita M. Diaz in San Bernardino, Michael Antin in Irvine, and Jeremy J. Ofseyer in Pasadena.
    • Beneficiary Conflicts
    • Executor and Trustee Disputes
    • Will Contests
    • Concealment Actions
    • Objections to Final Accounts
    • Deterrence - Trustee Selection, Trust Protectors, No-Contest Clauses, etc.

MICHAEL ANTIN is a retired sole practitioner in Los Angeles, California, where he concentrated his practice in the areas of taxation law, estate planning law, and probate law. Mr. Antin has been designated as a certified tax specialist by the State Bar of California Board of Legal Specialization. He served as a visiting professor of law at the Boalt Hall School of Law, University of California at Berkeley teaching the tax seminar and for the advanced estate planning course at the University of San Diego School of Law. Mr. Antin has also served as a visiting professor of law at the University of Latvia, Riga, Latvia; Palacky Law Faculty, in the Czech Republic; and in Poland, at the Catholic University in Lublin. He has lectured to various professional groups on estate planning and tax issues. Mr. Antin wrote How to Operate Your Trust or Probate, and has written the chapters on principal and income and income taxation of trust for the California Continuing Education of the Bar book titled California Trust Administration. Mr. Antin has also written numerous other articles and publications relating to his practice areas. He is an inactive member of the State Bar of California; the American and Los Angeles County bar associations; and is a fellow of the American College of Tax Counsel and the American College of Trust Counsel. Mr. Antin earned his B.S. degree from the University of California at Los Angeles and his J.D. degree from Boalt Hall School of Law, University of California at Berkeley. (Irvine location)

MARY M. BADER is a sole practitioner at the Law Office of Mary M. Bader, where she practices in the areas of estate planning, probate, conservatorships, and guardianships. She is committed to helping her clients work through the estate planning process by providing information and guidance. Ms. Bader is a member of the San Bernardino and Western San Bernardino County bar associations, and the State Bar of California. She earned her B.S. degree from California State Polytechnic University and her J.D. degree from the University of La Verne College of Law. (San Bernardino location)

BLAINE J. BURCH is an attorney with Brown & Streza LLP, in Orange County, California. Mr. Burch provides personal, dedicated counsel to business owners, professionals and philanthropists with respect to income and estate tax issues that arise in the areas of business succession planning, wealth management, and charitable giving. He has seen the intricacies of running a business since he was a small boy and brings a unique business perspective to estate and small business planning. Mr. Burch has planned everything from modest estates, helping people plan for medical catastrophes and children’s care, to large multi-million dollar estates, passing multi-national companies on to future generations. He has created hundreds of corporate entities, provided transactional legal documents, and helped clients buy, manage and sell their business. Mr. Burch earned his B.S. degree from the Marriott School of Business at Brigham Young University and his J.D. degree from George Mason University School of Law. (San Bernardino and Irvine locations)

RITA M. DIAZ is a partner with Hahn & Hahn LLP. She is a member of the firm's litigation, employment, and trust and estates practice groups. Ms. Diaz has significant experience handling contentious trust and estates litigation, as well as advising trustees and beneficiaries through trust administration issues. She also is skilled at advising companies on employment matters, including discrimination, leaves of absence, and wage and hour issues, and reviewing and drafting employee handbooks. Ms. Diaz is a member of the American, Mexican American, California, and Los Angles bar associations, as well as others. She earned her B.A. degree, cum laude, from University of Southern California and her J. D. degree from the University of Southern California, USC Gould School of Law. (San Bernardino location)

JOSHUA DRISKELL is a partner with Primuth & Driskell LLP, where he practices in the areas of taxation, estate planning, probate and business law. Prior to forming Primuth & Driskell LLP, he worked for multi-state law firm Mockensturm Limited advising business, nonprofit agencies, and individuals on tax and business matters. Mr. Driskell is a member of the Pasadena Bar Association, Los Angeles County Bar Association (Trust and Estates Section), and State Bar of California (Trust and Estates Section and Taxation Section). He earned his bachelor’s degree from Bowling Green State University, his Masters of Business Administration from the University of Findlay and his J.D. degree from the University of Toledo College of Law. (Pasadena location)

CANDICE A. GARCIA-RODRIGO, of Rodrigo Law Firm, PC, is a certified specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. She practices in the areas of estate planning and probate, trusts and estates, estate administration, estate litigation, estate planning for parents of handicapped children, estate planning for the disabled, estate planning for unmarried couples, estate settlements, estate planning for the elderly, family trusts, fiduciary law, fiduciary liability, fiduciary litigation, special needs trusts, wealth planning, wealth preservation, nonprofit and charitable organizations, nonprofit organizations law, private foundations, public charities, tax exempt organizations, and contracts. Ms. Garcia-Rodrigo is a member of the State Bar of California (Litigation and Estate Planning/Probate sections), the San Bernardino County Bar Association (Estate Planning and Probate Section), the American Bar Association (Litigation Section, contributing editor of Litigation News), the U.S. District Court for the Central District of California, and the Hawaii State Bar Association. She earned her J.D. degree, magna cum laude; and her M.S. and M.P.A. degrees from the University of La Verne. (San Bernardino location)

JEREMY J. OFSEYER is an attorney in Palm Desert and certified as a specialist in estate planning, trust & probate law by the State Bar of California Board of Legal Specialization. His practice focuses on estate planning, trust administration, and probate court proceedings involving trusts, estates, and conservatorships. He has taught wills and trusts and estate planning as an adjunct professor at the University of La Verne College of Law since 2009, and is on the panel of court-appointed attorneys for conservatorship cases in Riverside County Superior Court in Indio. Mr. Ofseyer has served as a volunteer for the Standing Committee on Ethics of the Trusts and Estates Section of the State Bar of California, and has taught ethics at Harvard, N.Y.U., U.N.C., and U.C.L.A. He is a graduate of the Harvard Law School, magna cum laude. (Pasadena location)

R. SAM PRICE is the managing attorney of the growing boutique law practice, Price Law Firm, APC. He is an experienced and well-educated attorney who combines extensive real estate and business experience as a real estate investor and real estate developer with a solid legal background. Mr. Price has been practicing law since 2000 and focuses his practice on real estate, asset protection, business, and estate planning (wills and trusts). He has successfully litigated real estate and business lawsuits and has represented both plaintiffs and defendants in civil litigation matters. Mr. Price is the author of Tax Sale Secrets Revealed: Little Known Tips and Tricks to Buy Real Estate at Tax Sales, currently available on Amazon. Sam previously worked for KPMG LLP in their international corporate tax department, consulting multi-national companies on their cross-border transactions; forming business entities internationally and reducing overall taxation. He is a member of the State Bar of California, San Bernardino County Bar Association ( Law Practice Management, Trust & Estates, and Real Property Law sections), and Riverside County Bar Association. He earned his B.A.B.A. degree from California State University; his J.D. degree, cum laude, from Western New England; and his LL.M. degree in taxation from New York University School of Law. (San Bernardino and Irvine and Pasadena locations)

JONATHAN D. PRIMUTH is a partner at Primuth & Driskell LLP in Pasadena, California. He focuses his practice on estate planning and administration. Mr. Primuth practiced at the international law firms of Latham & Watkins and Paul, Hastings, Janofsky & Walker, handling a wide variety of civil litigation and transactional matters for large and medium sized businesses. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association (Trusts and Estates section), and the State Bar of California (Trusts and Estates section). Mr. Primuth earned his J.D. degree from the University of California, Los Angeles (UCLA) School of Law, where he interned for the Honorable William P. Gray in the United States District Court. (Pasadena location)

GRACE G. ST. CLAIR is a sole practitioner, which allows her to have direct and personal involvement with her clients. She started her career at the most prestigious "Big Firm" in the United States, gaining valuable and rewarding experience on one-of-a-kind transactions. Ms. St. Clair’s experience with finance and tax issues combined with her legal education, allows her to understand every facet of an estate plan. She has practiced as an attorney in both large and small firms. This gives Ms. St. Clair a unique perspective that benefits a wide range of clients who have diverse backgrounds and needs. She earned her J.D. degree, cum laude, from Southwestern University School of Law, Los Angeles. (Irvine and Pasadena locations)

VANESSA M. TERZIAN is an attorney with Terzian Law Partners APC. Ms. Terzian has pursued her own practice, helping countless families through her expertise in estate and tax planning, asset protection, elder law, probate and trust administration. She also draws on her real estate and business background in crafting comprehensive plans for her clients. Ms. Terzian is a skilled public speaker, having conducted countless seminars throughout her legal career on various topics of estate planning, including special needs planning, Medi-Cal planning, advanced tax planning and asset protection for individuals and small businesses. She is a faculty member at the Institute for Preparing Heirs and an adjunct professor of wills and trusts at Southwestern Law School. Ms. Terzian earned her bachelor's degree from the University of California San Diego, where she graduated magna cum laude and was a member of the Golden Key Honor Society and received Provosts Honors for four consecutive years. She earned her law degree from Loyola Law School (Dean's Honors List). Ms. Terzian was named a top attorney of 2014-2017 in Pasadena Magazine and a rising star by Super Lawyers. (Pasadena location)

MARIVEL M. ZIALCITA is the founder of MMZ LAW, A Professional Corporation, where she practices in the areas of trust and estate, elder law, VA benefits, special needs, trust administration and probate. Ms. Zialcita is a frequent speaker on trust and estate matters and holds memberships in the State Bar of California, Trust and Estate Section; the San Bernardino County Bar Association; WealthCounsel; and ElderCounsel. She currently assists in the pro bono legal services program at the James L. Brulte Senior Center in Rancho Cucamonga, California. Ms. Zialcita earned her B.A. degree from the University of California, in Irvine and her J.D. degree from California Western School of Law, ABA/AALS, of San Diego, California, and was the recipient of the Dean Merit Scholarship. (San Bernardino and Irvine locations)

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Accreditation Details:

Continuing Legal Education

CA CLE: 12.00 Credit Approval Exp
12/04/2019
Includes - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 12.0 hours of self-study credit, of which 1.0 hour will apply to legal ethics self-study credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.


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