Tough Problems Winding up the Estate

Agenda / Content Covered

1. Missing Beneficiaries, Obtaining Final Distribution Consent and Waivers
   2:00 - 2:30, Vincent J. Schilleci III
2. Overlooked Assets, Estate Income/Loss Issues, and Accounts that Won't Balance
   2:30 - 3:00, Vincent J. Schilleci III
3. Latecomer Creditors, Outstanding Liabilities, Insolvency
   3:00 - 3:30, Vincent J. Schilleci III
4. Foreign Assets, Transfers, Beneficiaries, Creditors, Taxation
   3:45 - 4:15, Louis A. Silverman
5. Disputes Over Executor Mismanagement of Estate Assets
   4:15 - 4:45, Louis A. Silverman
6. Re-opening Settled Estates and Probate Litigation
   4:45 - 5:15, Louis A. Silverman

Accreditation Details:

Vincent J Schilleci III is a shareholder with the law firm of Maynard Cooper & Gale, in Birmingham, Alabama. Mr. Schilleci focuses his practice on legal matters involving business planning, succession planning, real estate, taxation, estate planning, and probate administration. He frequently partners with business owners and professionals, providing unique solutions to ensure an efficient transfer of ownership of closely-held companies to the next generation. Mr. Schilleci also works with families of children with special needs to preserve government benefits eligibility for such children while ensuring they maintain the quality of life to which they are accustomed. He earned his B.S. degree from the University of Alabama, his J.D. degree from the University of Alabama School of Law, and his LL.M. degree in taxation from New York University School of Law..

 

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.