Audio CD + Course Book

Estate Administration Step-by-Step - An Interactive Workshop

Audio CD + Course Book

Copyright Date:

February, 2018

Product ID#:

78219CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • KY CLE - 6.00
From Event: Estate Administration Step-by-Step - An Interactive Workshop, held February 2018.

Program Description

Estate administration practice is steeped in forms and procedures, but underneath it all are people's unique needs and circumstances. This practical legal guide will take you through every step of the administration, answer common questions, and prepare you for handling key tasks. Get all the tools you'll need and learn how to use them, so you can focus on the people behind the paperwork and administer each estate quickly and tax-efficiently. Order today!

Course Content

  1. Preparing the Petition, Initial Steps and Forms (with Interactive Exercise)
  2. Completing Inventory and Appraisement: Exercises and Examples
  3. Handling Creditor Claims and Debt
  4. Taxes: Preparing the Forms and More (with Hands-on Tutorial)
  5. Final Accounting, Distributions and Closings: A Complete Walkthrough
  6. Ethics in Estate Administration: What Would You Do?

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 KY - Credit Approval Expiration 06/30/2018 *


* denotes specialty credits

Agenda / Content Covered

  1. Preparing the Petition, Initial Steps and Forms (with Interactive Exercise)
    8:30 - 9:45, C. Shawn Fox
    1. Key Laws Governing Estate Administration
    2. Choosing the Right Form of Administration
    3. Checklists: Estate Administration Timeline Step-by-Step
    4. Compiling and Reviewing Initial Documents
    5. Exercise: Preparing the Petition
  2. Completing Inventory and Appraisement: Exercises and Examples
    10:00 - 11:10, C. Shawn Fox
    1. Marshalling Assets
    2. Fiduciary Access to Digital Assets
    3. Valuing the Assets
    4. Exercise #1: Determining Elective Share
    5. Exercise #2: Sample Initial Accounting Review and Q&A
  3. Handling Creditor Claims and Debt
    11:10 - 11:55, J. Key Schoen
    1. Notice to Creditors
    2. Determining Claim Priority
    3. Responses to Claims
    4. Steps to Ensure all Debt is Located and Handled Correctly
  4. Taxes: Preparing the Forms and More (with Hands-on Tutorial)
    12:55 - 2:10, John R. Riccardi
    1. Timeline, Tax Forms and When to Use Them: A Brief Lecture
    2. Exercise #1: Choosing the Taxable Year for the Estate
    3. Exercise #2: Filling in the Individual Income Tax Return
    4. Exercise #3: Filling in the Fiduciary Income Tax Return
  5. Final Accounting, Distributions and Closings: A Complete Walkthrough
    2:25 - 3:40, Dennis R. Carrithers
    1. What it is, What Needs to be Included
    2. Distributions: What You Need to Know
    3. Exercise: Sample Final Accounting Review and Q&A
  6. Ethics in Estate Administration: What Would You Do?
    3:40 - 4:40, Richard J. Dieffenbach
    1. Scenario #1: Conflicts of Interest
    2. Scenario #2: Confidentiality and Attorney-Client Privilege
    3. Scenario #3: Attorney Fee Agreements
    4. Scenario #4: Testamentary Capacity

DENNIS R. CARRITHERS is a sole practitioner in Louisville, where he practices in the areas of family law/domestic relations, bankruptcy, real estate, wills, estates, probate, and commercial law. Mr. Carrithers is a member of the Louisville and Kentucky bar associations. He earned his B.A. degree from Vanderbilt University and his J.D. degree from the Louis D. Brandeis School of Law at University of Louisville.

RICHARD J. DIEFFENBACH is an attorney with the law firm of Stidham & Associates, P.S.C., in Lexington, Kentucky. His main areas of practice are estate and trust law, fiduciary law, probate, and civil litigation. Mr. Dieffenbach has represented fiduciaries, beneficiaries, plaintiffs, and defendants on a wide variety of probate issues. He earned his J.D. degree from the University of Kentucky College of Law, and also holds degrees from UK's Patterson School of Diplomacy and International Commerce and Eastern Kentucky University.

C. SHAWN FOX is an attorney with the Louisville law firm of Seiller Waterman LLC. He represents individuals and family owned businesses, assisting them in the areas of estate planning and administration, corporate and business law, civil and commercial litigation, intellectual property and intellectual property litigation. Mr. Fox frequently lectures to community and professional groups on estate administration and litigation, guardianships, and estate planning. He is a member of the Probate and Trust Law Section of the Louisville and Kentucky bar associations. Mr. Fox earned his B.A. degree from Bellarmine College and his J.D. degree, cum laude, from the University of Louisville, Brandeis School of Law.

JOHN R. RICCARDI is a vice president and personal trust officer at U.S. Bank. He is responsible for the efficient administration of trust accounts for a high-net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor, or agent. Mr. Riccardi is also a certified trust and financial advisor through the Institute of Certified Bankers of the American Bankers Association. He is a member of the Cincinnati Bar Association and the Cincinnati Estate Planning Council. Mr. Riccardi earned his B.A. degree from Ohio University and his J.D. degree from The Ohio State University Moritz College of Law.

J. KEY SCHOEN is a partner and trial lawyer with Tillman, Cade & Schoen, PLLC. During his 23 year career, he has tried cases before virtually every forum, federal and state, civil, and criminal. Mr. Schoen also has extensive appellate court experience. Most recently, he has devoted most of his time in estate litigation and employment matters. Mr. Schoen is admitted to practice in all courts within the Commonwealth of Kentucky, U.S. District Court for the Eastern and Western districts of Kentucky, U.S. Court of Appeals for the Sixth Circuit, U.S. Military Court, and the U.S. Supreme Court. He is a member of the Kentucky, Louisville, United States Supreme Court, and Sixth Circuit Court of Appeals bar associations. Mr. Schoen earned his B.S degree from Centre College and his J.D. degree from the University of Kentucky College 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

Email: credit@nbi-sems.com

Accreditation Details:

Continuing Legal Education

KY CLE: 6.00 Credit Approval Exp
06/30/2018
Includes - Ethics: 1.00
This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and may qualify for up to 6.0 credits, of which 1.0 hour relates to ethical considerations. No more than 6.0 hours of technological CLE credit may be earned during a reporting period.


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