Audio CD + Course Book
Estate Administration From Start to Finish
|Audio CD + Course Book||
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Whether you're new to estate administration or need a basic refresher, you'll receive a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation and procedures for correctly closing the estate. You'll also learn how to correctly deal with thorny estate administration debt issues including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - order today!
- Commencement of Proceedings and Information Gathering
- Initial Steps to the Estate Administration Process
- Marshalling Assets
- Handling Creditor Claims and Debt
- Complex Issues in Estate Administration
- Handling Estate Administration Tax Issues
- Distribution and Closing of the Estate
- Ethics and Estate Administration
Continuing Education Credit
Agenda / Content Covered
- COMMENCEMENT OF PROCEEDINGS AND INFORMATION GATHERING
8:30 - 9:15, Written and presented by Shannon H. Dye in Birmingham. Presented by Rodney Edmondson in Huntsville. Written and presented by April D. Wise in Montgomery.
- Appointment of Estate Administration
- Formal vs. Informal Proceedings
- Sample Letters of Authority
- First Meeting With Family or Designated Personal Representative and Determination of Heirs
- Written Fee Agreements
- Tips to Locate Information Quickly Using Online and Government Resources
- Dealing with Multiple States
- Appointment of Estate Administration
- INITIAL STEPS TO THE ESTATE ADMINISTRATION PROCESS
9:15 - 10:00, Written and presented by George Gaskin in Birmingham. Presented by Rodney Edmondson in Huntsville. Written and presented by April D. Wise in Montgomery.
- Understanding the Laws of Intestacy
- Sample Estate Administration Checklists, Forms and Required Notices Needed
- Interpreting Provisions and Terms of Art Found in Wills
- Using Disclaimers Correctly
- MARSHALLING ASSETS
10:15 - 11:00, Written and presented by Sara Doty in Birmingham. Written and presented by Sherri Peace-Gordon in Huntsville. Presented by Sara G. Bragdon in Montgomery.
- Procedures to Locating and Marshalling Probate and Non-Probate Assets
- Safe Deposit Boxes and Bank Accounts
- Real Estate
- Brokerage Accounts, 401Ks, IRAs, Pensions and Life Insurance Policies
- Sample Forms and Documents Needed
- Appraisers and Valuing the Property of Probate Estates
- Procedures to Locating and Marshalling Probate and Non-Probate Assets
- HANDLING CREDITOR CLAIMS AND DEBT
11:00 - 12:00, Presented by Clint C. Thomas in Birmingham. Written and presented by Andrew M. Sieja in Huntsville. Presented by Sara G. Bragdon in Montgomery.
- Sample Forms and Required Notices Needed
- Priority and Payment of Claims
- Late Claims and Contested Claims
- Steps to Ensure all Debt is Located and Handled Correctly
- What if the Assets Don't Cover the Bills?
- Bankruptcy and Foreclosure
- Selling of Assets and Properly Dealing with Creditors
- COMPLEX ISSUES IN ESTATE ADMINISTRATION
1:00 - 1:45, Presented by Clint C. Thomas in Birmingham. Written and presented by Andrew M. Sieja in Huntsville. Written and presented by Adam L. Sanders in Montgomery.
- Jointly Held Assets
- Spousal Claims
- Allowances and Elections Against the Will
- Handling Unmarried Couples and Stepchildren
- Will Contests, Trust and Estate Disputes
- Business Ownership
- Agency Problems Involving Guardianships, Conservatorships, Powers of Attorney or Other Agency Relationships
- HANDLING ESTATE ADMINISTRATION TAX ISSUES
1:45 - 2:30, Presented by Gay Blackburn Maloney in Birmingham. Written and presented by Tazewell T. Shepard IV in Huntsville. Presented by April D. Wise in Montgomery.
- Examples of Forms Needed
- Federal and State Estate Tax Considerations
- Income Tax Issues for the Estate and the Heirs
- Resolving Disputes With Taxing Authorities
- Deductions and Exemptions
- How the Generation-Skipping Transfer Tax Affects Your Clients
- Tax Deadlines and Handling Extensions
- Sales of Real Property
- DISTRIBUTION AND CLOSING OF THE ESTATE
2:45 - 3:40, Presented by John G. Morrison II in Birmingham. Written and presented by Bethany Ellison Malone in Huntsville. Written and presented by Carmella J. Penn in Montgomery.
- Sample Forms, Agreements and Documents Needed
- Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
- Real Estate
- 401Ks, IRAs, Pensions and Life Insurance Policies
- Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
- Distributions in Kind
- Distribution to Minors, Surviving Spouse and Trusts
- Disposition of Unclaimed Assets
- Proper Settlement of the Estate
- Formal and Informal Estate Accountings
- Choosing the Appropriate Closing Procedure
- Compensation and Discharge of the Personal Representative
- ETHICS AND ESTATE ADMINISTRATION
3:40 - 4:40, Presented by John G. Morrison II in Birmingham. Written and presented by Bethany Ellison Malone in Huntsville. Written and presented by Carmella J. Penn in Montgomery.
- Breach of Fiduciary Responsibility
- Avoiding Conflicts of Interest
- Attorney-Client Privilege
- Fee Agreements
GAY BLACKBURN MALONEY is an attorney with the law firm of Blackburn, Maloney and Schuppert, LLC, where she practices in the areas of estate planning, probate and estate administration, family-owned businesses, charitable foundations, and tax-exempt organizations. Her practice focuses on assisting families and individuals plan for current needs and future goals, taking into consideration the tax laws and other considerations tailored to the client's objectives. Ms. Maloney also provides guidance for family-owned businesses for their general legal needs and further assists these businesses as they move forward through multiple generations. She is admitted to practice in Alabama and Illinois. Ms. Maloney is a member of the Morgan County Bar Association (past president) and the Alabama State Bar. She is also a fellow of the American College of Trust and Estate Counsel. Ms. Maloney earned her B.A. degree, cum laude, from Agnes Scott College and her J.D. degree from Vanderbilt University.
SARA DOTY is a sole practitioner whose practice is based out of Huntsville, Alabama. Ms. Doty practices in the areas of special needs planning, estate planning, probate, family law and divorce, adoption, and bankruptcy. She graduated with her B.S. degree from Athens State University and she earned her J.D. degree from Birmingham School of Law. Ms. Doty is a member of the Alabama State Bar, the Huntsville-Madison County Bar Association and the American Bar Association. She also volunteers with the Madison County Volunteer Lawyers Program.
SHANNON H. DYE is an attorney with Carney Dye, LLC in Birmingham, where she practices in the areas of estate planning, elder law, special needs planning and estate administration. She earned her B.S. degree from Birmingham-Southern College, and her J.D. degree from Cumberland School of Law. During law school, Ms. Dye served as the student materials editor for the American Journal of Trial Advocacy, and was a member of the Cumberland Honor Court and Trial Board. She also served as a Caruthers Fellow and was the research associate for Professor David Smolin. Ms. Dye is a graduate of the 2015 Birmingham Bar Association Future Leaders Forum, and is the chairperson for the BBA Women Lawyers Section "Paving the Way" Committee. She also is a member of the Elder Law and Women Lawyers sections of the Alabama State Bar.
GEORGE GASKIN is an attorney at Carney Dye, LLC, located in Birmingham, Alabama. Mr. Gaskin practices in the area of elder law/long term care planning. He has handled cases involving estate planning, probate administration, guardianships/conservatorships, business succession planning, Medicaid applications, and trust drafting and administration. Prior to becoming an attorney, he worked as a speech pathologist so he is intimately familiar with working with nursing facilities and alternative living arrangements. Mr. Gaskin graduated from Vanderbilt University with his B.A. degree, he holds a master's degree in speech-language pathology from the University of Maryland and he earned his J.D. degree from Vanderbilt University Law.
JOHN G. MORRISON II is a sole practitioner whose office is located in Birmingham, Alabama. Mr. Morrison has been practicing law for the past twenty years and he practices in the areas of probate, personal injury and criminal defense. He is admitted to practice in all courts in Alabama. Mr. Morrison has lectured in the past on retirement and estate planning to senior citizens of Alabama and has written articles for his community newspaper on the same subject. He graduated with his B.S. degree from the University of Alabama and he earned his J.D. degree from the Birmingham School of Law. Mr. Morrison is a member of the Alabama State Bar and he is actively involved in the Tannehill Iron Works Historical Commission.
CLINT C. THOMAS is a sole practitioner whose office is located in Calera, Alabama. Mr. Thomas maintains a general practice firm and has experience practicing in almost all areas of law. The cases he has handled span the legal spectrum from probate, wills, trusts and estate planning; family and divorce law, and adoptions; to real estate, personal injury and criminal defense. Mr. Thomas taught as an adjunct professor for eleven years at Birmingham School of Law where he taught contracts, law office practice and commercial law. He earned his B.S. degree from Auburn University, his J.D. degree from Cumberland School of Law at Samford University, and his LL.M. degree in taxation from the University of Alabama School of Law.December 20 - Huntsville
RODNEY EDMONDSON is a partner with McLaughlin & Edmondson, LLC, where he practices in the areas of estate planning and probate, personal injury, and municipal matters. Prior to his joining the firm, Mr. Edmondson was an assistant district attorney for the district attorney's office in Marshall County, Alabama. He was admitted to the Alabama State Bar in 1999 and is a member of the Marshall County Bar Association. Mr. Edmondson is admitted to practice in all Alabama state and federal courts, and before the U.S. Court of Appeals for the Eleventh Circuit. He earned his B.A. degree from Faulkner University and his J.D. degree from Jones School of Law.
BETHANY ELLISON MALONE is a sole practitioner in Tuscumbia, Alabama. Her areas of practice are focused on probate, estate planning, business law, and juvenile law. Ms. Malone is a member of the Alabama State Bar. She earned her B.B.A. degree, summa cum laude, from the University of North Alabama and her J.D. degree, cum laude, from Cumberland School of Law.
SHERRI PEACE-GORDON is a sole practitioner whose practice, Sherri Peace-Gordon Attorney at Law, LLC, is located in Huntsville, Alabama. Ms. Peace-Gordon practices in the areas of family law, criminal law, estate planning, veterans benefits and other general practice matters. Prior to law school, Ms. Peace-Gordon served seven years as an active duty soldier in the United States Army and additional seven years working for the Department of the Army. She graduated with her B.S. degree from the Florida Hospital College of Health Sciences and she earned her J.D. degree from Cumberland School of Law. Ms. Peace-Gordon is a member of the Alabama State Bar, the Huntsville Madison County Bar and the Madison County Volunteers Lawyers Program.
TAZEWELL T. SHEPARD IV is an attorney at Sparkman, Shepard & Morris P.C., located in Huntsville, Alabama. Mr. Shepard focuses his practice on representing businesses facing financial distress, adverse marketing conditions and managerial change to reorganize their financial and organizational structures. He also represents creditors, business debtors, debtors-in-possession and trustees in bankruptcy courts. Mr. Shepard maintains a transactional probate practice helping businesses and individuals with their general corporate, probate and estate planning needs. He graduated with his B.A. degree from the College of William and Mary. Mr. Shepard earned his J.D. degree from the University of Alabama School of Law and his LL.M. in taxation from Boston University School of Law. He is a member of the Huntsville Bar Association (former president of the Young Lawyer Section), the Huntsville/Madison County Bar (treasurer and former CLE chair), the Alabama Bar Association (Taxation and Commercial Litigation/Bankruptcy sections) and the American Bar Association (taxation). He is also a member of the Commercial Law League and the American Bankruptcy Institute.
ANDREW M. SIEJA is a partner with the firm Martinson & Beason, P.C., with whom he's been in practice with since January, 2009. He handles a variety of cases, but his focus is in the areas of probate, estate planning, litigation, and corporate law. Prior to returning to Huntsville, Mr. Sieja practiced in Dallas, Texas working in the areas of employment law and bankruptcy at both large and small firms, as well as a sole practitioner. He obtained his B.A. degree at Denison University in Granville, Ohio, having studied cinema and philosophy before attending Texas Wesleyan School of Law in Fort Worth, Texas. Mr. Sieja is active in his community as a member of the Rotary Club of Greater Huntsville where he serves on the Board of Directors of the Rotary Youth Leadership Awards. He serves on the Board of Directors of the Madison County Volunteer Lawyers Program which aids the indigent with estate planning, estate administration, renegotiating mortgage loans, and civil litigation. In 2012, Mr. Sieja was named Estate Planning/Probate Volunteer Lawyer of the Year. Additionally, he has provided estate planning documents for police officers and firefighters through the Wills for Heroes program and is also a member of the Alabama Association for Justice and the Elder Law Section of the Alabama State Bar.December 21 - Montgomery
SARA G. BRAGDON is an attorney with the law firm of Akridge & Balch P.C., where her areas of practice include probate, litigation, and collections. She is a member of the Lee County Bar Association, Lee County Young Professionals, and the State Bar of Georgia. Ms. Bragdon is licensed to practice in Alabama and Georgia. She earned her B.A. degree from Auburn University and her J.D. degree from the Thomas Goode Jones School of Law.
CARMELLA J. PENN is an attorney in Alabama. The firm is a general practice firm, although Ms. Penn has spent the majority of her years of practice in criminal defense, with a stint as a prosecutor with the 3rd and 5th Judicial circuits of Alabama. Her past experiences also includes, teaching criminal law and procedure and several courses in the humanities at Lawson State Community College in Birmingham, Alabama. Ms. Penn graduated from the University of Alabama School of Law, where she was a member of the Bench and Bar Legal Honor Society and the Frederick Douglass Moot Court team.
ADAM L. SANDERS is an attorney with Samford & Denson, LLP which is located in Opelika, Alabama. Mr. Sanders' practice involves both litigation and transactions in the areas of estates, real estate, and business matters. He has represented fiduciaries, small businesses, government agencies and individuals in a variety of matters involving complex estate litigation, real estate litigation, derivative actions, piercing the corporate veil, and probate matters. An active duty Marine artillery officer prior to law school, Mr. Sanders commanded a Marine Corps Reserve battery through its preparations for a combat deployment while simultaneously completing J.D. and M.B.A. degrees at Samford University's Cumberland School of Law and Brock School of Business. Mr. Sanders served as a special assistant U.S. Attorney for the Southern District of Georgia from 2013-2016. He gained extensive litigation experience as lead prosecutor in jury trials and in nearly every phase of federal felony and misdemeanor litigation while handling and resolving an unprecedented volume of cases. Mr. Sanders also handled courts martial and various military administrative matters and he continues to serve as an Army Reserve judge advocate. Mr. Sanders serves on the Board of Directors of Camp Marannook, and he has previously served on the Board of Directors of Campus Outreach Augusta. He is admitted to practice law in Alabama, Tennessee, and South Carolina.
APRIL D. WISE is a shareholder at Capell and Howard P.C., located in Montgomery, Alabama. Ms. Wise concentrates her practice in the areas of estate and tax planning, estate and trust administration, estate and trust litigation, and special needs planning. She also handles other probate court matters including guardianships, conservatorships and adoptions. Ms. Wise has served as an adjunct professor at Auburn University Montgomery where she taught estate planning to upper-level undergraduate students and graduate students. She has served on the Editorial Board of the Cumberland Law Review as the symposium editor and served as an Abraham Caruthers Fellow for Cumberland's Legal research and Writing Program. Ms. Wise graduated with her B.A. degree from Auburn University and she earned her J.D. degree from Cumberland School of Law, Samford University.
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