Administer Digital Assets, Real Estate, Trusts, and More with Confidence
Administering an estate requires impeccable attention to detail and a deep understanding of how assets are held, moved and taxed. This detailed program will show you how to handle an array of assets in probate. From real estate and trusts to more uncommon assets like digital currency, get the knowledge you need handle any eventuality. Hone your craft - register today!
Leave no stone unturned and learn how to locate "hidden" estate assets.
Get the answers to common inventory and valuation questions.
Review best practices in selling, managing and transferring estate assets.
Learn the in's and out's of identifying, accessing, valuing and selling digital assets.
Find out how to handle title problems, homestead issues and other real estate snags.
Discover how to properly administer a trust.
Put together a final estate accounting that will pass the scrutiny of the court and beneficiaries.
Discovering and Securing the Assets
Inventory and Valuation - The Complete Checklist
Sale, Management and Transfer of the Estate Assets
Marty G. Helle is a partner with the law firm of Hoversten, Johnson, Beckmann & Hovey, LLP in Austin, Minnesota. Mr. Helle primarily practices in real estate, probate and related tax matters, and litigation. He also practices in the area of medical assistance and nursing home planning. Mr. Helle received two bachelor’s degrees from Iowa State University; and graduated, with honors, from Drake University Law School. He is licensed to practice in Minnesota, Iowa, and Wisconsin.
George S. Peek is a shareholder with von Briesen & Roper, S.C. in the firms' Trusts & Estates Section. He assists clients in a broad range of estate planning and administration services, including estate and trust administration, preparation of estate planning documents and representations in guardianships/conservatorships; and he is also a frequent presenter in these areas. In addition, he has litigated several complex estate planning issues including inheritance disputes. Beyond his estate planning practice, George counsels both for-profit and not-for-profit businesses on organization, succession, reorganization and real estate. His experience includes contracting, corporate governance and risk management and is premised on gaining an understanding of his clients' financial and non-financial goals. Mr. Peek serves as a panel arbitrator for the State Bar of Wisconsin Panel of Fee Arbitrators for Wis. Stats. Ch. 788 disputes. He earned his B.A. degree from the University of Nebraska-Omaha, and his J.D. degree from Marquette University Law School. Mr. Peek is a member of the State Bar of Wisconsin, American Bar Association, 7th Circuit Bar Association and the Milwaukee Bar Association. He is admitted to practice in Wisconsin, Illinois, U.S. District Court, Eastern and Western Districts of Wisconsin, Western District of Michigan and the U.S. Court of Appeals, 7th Circuit.
Louis A. Silverman is an attorney at Silverman Law Offices, where he practices in the areas of estate planning, estate administration, probate law, and related tax matters. Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices; and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tern on the Maricopa County Superior Court. He is a member of WealthCounsel, and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.
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