Audio CD + Course Book

Estate Administration From Start to Finish

Audio CD + Course Book

Copyright Date:

April, 2018

Product ID#:


Audio + Course Book

Credit Information

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From Event: Estate Administration From Start to Finish, held April 2018.

Program Description

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!

Course Content

  1. Commencement of Proceedings and Information Gathering
  2. Initial Steps to the Estate Administration Process
  3. Marshalling Assets
  4. Handling Creditor Claims and Debt
  5. Complex Issues in Estate Administration
  6. Handling Estate Administration Tax Issues
  7. Distribution and Closing of the Estate
  8. Ethics and Estate Administration

Continuing Education Credit

Continuing Legal Education

Credit Hrs State Credit Approval Expiration
CLE 8.00 NY * 04/24/2020
CLE 6.50 PA * 04/14/2020

* denotes specialty credits

Agenda / Content Covered

    8:30 - 9:15, Julie C. Anderson
    1. Appointment of Estate Administration
      1. Formal vs. Informal Proceedings
      2. Sample Letters of Authority
    2. First Meeting With Family or Designated Personal Representative and Determination of Heirs
    3. Written Fee Agreements
    4. Tips to Locate Information Quickly Using Online and Government Resources
    5. Dealing with Multiple States
    9:15 - 10:00, Julie C. Anderson
    1. Understanding the Laws of Intestacy
    2. Sample Estate Administration Checklists, Forms and Required Notices Needed
    3. Interpreting Provisions and Terms of Art Found in Wills
    4. Using Disclaimers Correctly
    10:15 - 11:00, Julie C. Anderson
    1. Procedures to Locating and Marshalling Probate and Non-Probate Assets
      1. Safe Deposit Boxes and Bank Accounts
      2. Real Estate
      3. Brokerage Accounts, 401Ks, IRAs, Pensions and Life Insurance Policies
    2. Sample Forms and Documents Needed
    3. Appraisers and Valuing the Property of Probate Estates
    11:00 - 11:45, LeeAnn G. Syme
    1. Sample Forms and Required Notices Needed
    2. Priority and Payment of Claims
    3. Late Claims and Contested Claims
    4. Steps to Ensure all Debt is Located and Handled Correctly
      1. What if the Assets Don't Cover the Bills?
      2. Bankruptcy and Foreclosure
    5. Selling of Assets and Properly Dealing with Creditors
    12:45 - 1:30, LeeAnn G. Syme
    1. Jointly Held Assets
    2. Spousal Claims
      1. Allowances and Elections Against the Will
    3. Handling Unmarried Couples and Stepchildren
    4. Will Contests, Trust and Estate Disputes
    5. Business Ownership
    6. Agency Problems Involving Guardianships, Conservatorships, Powers of Attorney or Other Agency Relationships
    1:30 - 2:30, John W. Giltinan
    1. Examples of Forms Needed
    2. Federal and State Estate Tax Considerations
    3. Income Tax Issues for the Estate and the Heirs
    4. Resolving Disputes With Taxing Authorities
    5. Deductions and Exemptions
    6. How the Generation-Skipping Transfer Tax Affects Your Clients
    7. Tax Deadlines and Handling Extensions
    8. Sales of Real Property
    2:45 - 3:40, John W. Giltinan
    1. Sample Forms, Agreements and Documents Needed
    2. Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
      1. Real Estate
      2. 401Ks, IRAs, Pensions and Life Insurance Policies
      3. Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
    3. Distributions in Kind
    4. Distribution to Minors, Surviving Spouse and Trusts
    5. Disposition of Unclaimed Assets
    6. Proper Settlement of the Estate
      1. Formal and Informal Estate Accountings
      2. Choosing the Appropriate Closing Procedure
      3. Compensation and Discharge of the Personal Representative
    3:40 - 4:40, Timothy J. Giltinan
    1. Breach of Fiduciary Responsibility
    2. Avoiding Conflicts of Interest
    3. Attorney-Client Privilege
    4. Fee Agreements

JULIE C. ANDERSON is a certified elder law attorney (CELA) at Stepanian & Menchyk, L.L.P., in Butler, Pennsylvania. She focuses her practice in the areas of elder law, estate planning and estate administration. Ms. Anderson is a member of the Butler County Bar Association, Pennsylvania Bar Association, National Association of Elder Law Attorneys, and Pennsylvania Association of Elder Law Attorneys. She is admitted to practice before the Supreme Court of Pennsylvania and is a VA accredited attorney for veterans benefit claims before the Department of Veterans Affairs. Ms. Anderson represents seniors and their families in estate and long term care planning, including drafting wills and powers of attorneys, complex trusts for asset protection and Medicaid planning; providing counsel on competency issues and the use of powers of attorneys; and understanding and qualifying for public benefits, including Medicare, Veterans Benefits, and Medicaid. She also represents clients incident to Orphans' Court litigation, including guardianship proceedings, will contests, and removal of fiduciaries. Ms. Anderson graduated from University of Pittsburgh, magna cum laude, with a B.A. degree in history and political science before attending Valparaiso University School of Law, where she earned her J.D. degree.

JOHN W. GILTINAN is of counsel at John W. Giltinan, Esq., P.C., in Pittsburgh. Mr. Giltinan has been an attorney for 40 years and practices in the areas of small business planning and succession, estate planning, and estate administration. He is a former adjunct professor of taxation at LaRoche College and has lectured to various professional groups on areas related to his practice. Mr. Giltinan is a member of WealthCounsel; Advisors Forum; ElderCounsel; and the American, Pennsylvania and Allegheny bar associations. He earned his B.A. degree from the University of Pittsburgh and his J.D. degree from Duquesne University.

TIMOTHY J. GILTINAN is an attorney with John W. Giltinan, Esq., P.C., where he practices in the areas of estate planning, estate administration, elder law, small business planning, tax and real estate. Mr. Giltinan is a member of WealthCounsel, The Advisors Forum, Elder Counsel and the Allegheny County Bar Association. He earned his J.D. degree from Duquesne.

LEEANN G. SYME is an attorney with John W. Giltinan, Esq., P.C. Ms. Syme practices in the areas of estate planning, elder law, asset protection planning, business entities and succession planning, estate and trust administration, and domestic relations. She earned her B.S. degree from the University of Pittsburgh and her J.D. degree from Duquesne University School of Law, where she was a member of the Duquesne Law Review. Ms. Syme is admitted to practice before all Pennsylvania state courts and the U.S. District Court for the Western District of Pennsylvania. She is a member of the Allegheny County Bar Association, WealthCounsel and The Advisors Forum.

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


Accreditation Details:

Continuing Legal Education

NY CLE: 8.00 Credit Approval Exp
Includes - Areas of Professional Practice: 7.00, Ethics: 1.00
This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 8.0 credit hours. 7.0 hours can be applied to the areas of Professional Practice requirement and is approved for newly admitted and experienced attorneys. 1.0 hour can be applied toward the ethics and professionalism requirement and is approved for experienced attorneys.

PA CLE: 6.50 Credit Approval Exp
Includes - Ethics: 1.00
This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 6.5 hours of distance learning credit, including 5.5 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

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How To Order

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Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702