Your Step-by-Step Guide to Administering Trusts and Estates
All the planning instruments are put to the real test when the person passes away and their affairs are to be laid to rest. Do you have the knowledge, skills and resources to ensure the estate and trust administration go off without a hitch? This practical legal guide will take you through the process step-by-step and give you the know-how for managing estate assets, trust distributions, tax reporting and much more. Register today!
Get a first handle on tax deadlines, extensions and required supporting documents.
Choose the right form of administration for each case and prepare for its unique demands.
Walk through the essential elements of the estate closings.
Explore key trust administration tasks and trustee duties and powers.
Guard your professional reputation with a legal ethics guide that focuses on trusts and estates practice.
Get practical tips for handling creditor demands and managing estate assets.
William J. Dutel is the owner and managing attorney of Dutel Law Firm. He focuses his practice in estate planning, wills, trusts and successions, as well as will succession and trust litigation. Mr. Dutel also represents businesses, their owners and handles business litigation. He lectures to various groups on estate planning, wills, successions and trusts, and related litigation. Mr. Dutel is a member of the 22nd Judicial District Court Bar Association, 22nd Judicial District Inns of Court, Louisiana State Bar Association, Kentucky Bar Association, and the American Bar Association. He is admitted to practice in Louisiana and Kentucky. Mr. Dutel earned his B.S. degree in accounting from the University of New Orleans and his J.D. degree from Tulane University School of Law.
Jennifer R. Heinz is an attorney in Eau Claire, Wisconsin with more than 20 years of legal experience. Her practice centers around helping individuals and families with their estate planning, trust administration, probate, and real estate needs. She is an active educator and speaker who enjoys sharing the importance of good estate planning. Ms. Heinz works with clients from all walks of life, regularly providing advice to clients with complex estate planning needs, and assisting clients with simple wills and powers of attorney. Prior to founding Jennifer Heinz Law, LLC, she served as an assistant district attorney for Eau Claire County and as faculty at Chippewa Valley Technical College teaching legal and government courses. Ms. Heinz has and continues to be involved in a wide variety of civic organizations. She is vice-president of the Chippewa Falls Area School Board, serves on the Board of Directors for the Heyde Center for the Arts, and the Advisory Board for the CVTC paralegal program. Ms. Heinz graduated from the University of Wisconsin - Madison with a degree in education and received her law degree from the University of Wisconsin Law School. She is licensed to practice in both Wisconsin and Minnesota.
Leslie E. Levin is special counsel to the firm Cuddy & Feder LLP in White Plains, New York, where she practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, IRA distribution planning, not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. Ms. Levin earned her B.A. degree, summa cum laude, high honors, from Brandeis University; and her J.D. degree from the University of Pennsylvania Law School. She is admitted to practice in both New York and Connecticut.
Thomas J. Murphy is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law and has successfully litigated cases in the U.S. Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals. He is a member of the National Academy of Elder Law Attorneys, the State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and the Arizona Medicaid Planning Council. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy graduated from Tufts University, with honors, and earned his J.D. degree from Suffolk University Law School.
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