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Advanced Estate and Trust Administration  

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This advanced-level estate administration seminar is designed for: Attorneys, Personal representatives, trust officers, accountants and CPAs, Tax Preparers, Enrolled Agents, Estate and Financial Planners, Investment Advisors, and Paralegals

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Seminar Summary:

Get expert guidance on tough inventory issues, trust administration, claims and insolvency, taxes, and many more. Increase your legal mastery (see full course description)

 

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Training Course Syllabus:


Advanced Estate and Trust Administration

Tackling the Toughest Issues You're Likely to Face in Estate Administration

In this fast-paced, incisive course, seasoned attorney faculty skip the basics and get right to the heart of the complex and diverse problems and peculiarities that make up the estate administration process. Get expert guidance on tough inventory issues, trust administration, claims and insolvency, taxes, and many more. Increase your legal mastery - register today!

  • Clarify what's recoverable under Medicaid estate recovery, and when and how it can be contested.
  • Effectively handle discretionary trust distributions in estate planning.
  • Find out how to locate and value digital assets.
  • Get a tax law update and realign your practices with the new post-ATRA realities.
  • Tackle contentious beneficiary disputes in and out of court.


  1. TOUGH INVENTORY AND APPRAISAL ISSUES
    9:00 - 10:00, Stephen E. Diamond
    1. Locating and Accessing Assets When Heirs are Uncooperative
    2. Probate vs. Non-Probate Assets
    3. What Qualifies as Estate Administration Expenses
    4. Valuation of Rare and Hard-to-Sell Assets
    5. Intangible and Digital Assets in Estate Administration: Gaining Access and Proving Ownership/Copyright
    6. Creditor Claims, Disputes and Insolvency
  2. POST-MORTEM TRUST ADMINISTRATION
    10:15 - 11:15, Ian S. MacDonald
    1. Revocable Trust Administration Costs and Hurdles
    2. Credit Shelter and QTIP Trusts in the Age of Portability
    3. Irrevocable Life Insurance Trusts and the "Reciprocal Trust" Doctrine
    4. IRA Trusts Administration: Complying with the Required Minimum Distribution (RMD) Rules
    5. Discretionary Distributions
    6. Distributions to Minors
    7. Trust Succession
    8. Annual and Final Tax Reporting
    9. Trust Decanting, Merger and Termination Tips
  3. MEDICAID RECOVERY CLAIMS AGAINST THE ESTATE
    11:15 - 12:15, Linda Jean Sampson
    1. What's Recoverable
    2. Recovery From Medicaid Recipient vs. Spouse
    3. Conflict of Laws: Joint Tenancy, Contract Law, Trust Law
    4. Interests in Life Estates at Death
    5. Interests in IRAs and Other Qualified Accounts
    6. When is it Worth it to Contest Recovery?
  4. LEGAL ETHICS
    1:15 - 2:15, Stephen E. Diamond
    1. Applying Rules of Professional Conduct in Estate Administration
    2. Who is the Client?
    3. Attorney Fiduciary Duty to the Decedent
    4. Attorney Fiduciary Duty to Third Party Beneficiaries
    5. When Attorney and Executor Don't See Eye to Eye
    6. Attorney Fees
  5. TAX PLANNING AND REPORTING
    2:30 - 3:30, Stephen E. Diamond
    1. Current Federal and State Tax Regime After ATRA
    2. Portability, Elective Share, Disclaimers and Valuation Discounts
    3. Decedent's Final Income Tax Return
    4. Estate's Income Tax Return
    5. Tax on Income Earned by Estate After Decedent's Death
    6. Beneficiaries' Capital Gains Tax Considerations
    7. Amending Same-Sex Couples' Past Tax Returns After DOMA Repeal
    8. GST Tax Planning
  6. ESTATE LITIGATION
    3:30 - 4:30, Antar P. Jones
    1. Probate/Circuit/Orphans Court Procedure Update
    2. Title and Discovery of Assets
    3. Contested Claims and Contingent Liabilities
    4. Marital Agreement Concerns
    5. Contested Wills and Alternatives
    6. Review of Accountings and Claims of Financial Mismanagement
    7. Land Sale Proceedings

Seminar Summary:

Get expert guidance on tough inventory issues, trust administration, claims and insolvency, taxes, and many more. Increase your legal mastery (see full course description)

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