Training Course
Syllabus:
Probate and Trust Administration: Preventing
and Litigating Fiduciary Liability - OnDemand Video of Live Seminar
Overview:
From Event: Probate and Trust Administration:
Preventing and Litigating Fiduciary Liability, held August 2012.
Program Description
Do you know enough to ensure the trusts you draft withstand the tests of
time, economic downturns and family turmoil? Do you have the knowledge necessary
to handle the unique issues that arise during the administration of trusts and
estates? This comprehensive legal course offers practical and proven strategies
that would normally take you years to learn. Don't make novice mistakes or wait
years to learn what you could gain in one concise legal guide - order today!
Course Content
I.
Making Sense of Confusing Federal Legislation Changes
II. Overcoming the Most Troubling Valuation Problems of an Estate
III. Tips for Avoiding Liability Issues You May Face in Closing
IV. Addressing Complex Probate Issues You will Deal With
V. Establishing and Following Ethical Best Practices
VI. Preparing for Challenging Litigation Issues in Probate Proceedings
Continuing Education Credit
Continuing Legal Education
Credit Hrs State Credit Approval Expiration
CLE 6.00 AK* 08/28/2014
CLE 6.00 AZ* 08/28/2014
CLE 6.00 CA* 08/28/2014
CLE 7.00 CO* 08/28/2014
CLE 6.00 CT* 08/28/2014
CLE 7.00 FL* 02/28/2014
CLE 6.00 HI* 08/28/2014
CLE 6.00 ID* 08/28/2014
CLE 6.00 IL* 08/27/2014
CLE 6.00 ME* 08/28/2014
CLE 7.20 MO* 08/28/2014
CLE 6.00 MP* 08/28/2014
CLE 6.00 MS* 08/28/2014
CLE 6.00 NC* 12/31/2013
CLE 6.00 ND* 08/28/2014
CLE 6.00 NH* 08/28/2014
CLE 7.20 NJ* 08/28/2014
CLE 6.00 NM* 08/28/2014
CLE 6.00 NV* 08/28/2014
CLE 7.00 NY* 08/28/2014
CLE 7.00 OK* 08/28/2014
CLE 7.00 RI* 08/28/2014
CLE 7.20 VI* 08/28/2014
CLE 6.00 VT* 08/28/2014
CLE 6.00 WA* 08/28/2014
CLE 7.00 WI* 12/31/2013
CLE 6.00 WY* 08/28/2014
* denotes specialty credits
Agenda:
Presenters: Jeffrey W. Lambert and Rodney J.
Mason
- MAKING SENSE OF CONFUSING FEDERAL
LEGISLATION CHANGES
- OVERCOMING THE MOST TROUBLING
VALUATION PROBLEMS OF AN ESTATE
- Life Insurance Proceeds: Who's Entitled to
What
- Spot Trouble Areas When Planning for
Distribution from Qualified Plans
- Proven Strategies for Fairly Appraising Art
and Collectables
- Often-Overlooked Factors that Affect the
Value of Business Enterprises
- Tax Shelters - Why Assessing Their Value is
so Tricky
- The Successful Valuation of Oil, Gas and
Other Mineral Interests
- Other Valuation Complexities
- TIPS FOR AVOIDING LIABILITY ISSUES YOU
MAY FACE IN CLOSING
- Simplify Reports, Accounting and
Distributions
- Compensating and Discharging the
Representative and Attorney
- Red Flags When Preparing the Final Year
Income Tax Return
- Know Requirements and Deadlines When Filing
Federal and State Tax Returns
- ADDRESSING COMPLEX PROBATE ISSUES YOU
WILL DEAL WITH
- What Courts Say About Determining the
Continuation of Decedent's Business
- The Special Circumstance of Simultaneous
Death - Proceed With Caution
- When and How to File for Partition of
Undivided Interests in Property
- Ancillary Administration: Follow Clear
Guidelines for Protecting Out-of-State Assets
- When the Estate Involves a Missing Person...
Critical Steps to Follow
- Dealing With Minor and Incompetent
Beneficiaries
- Tips for Asking the Court for Answers or
Solutions
- Other Complex Issues
- ESTABLISHING AND FOLLOWING ETHICAL
BEST PRACTICES
- Your Responsibility in Avoiding Conflicts of
Interest
- Privileged vs. Non-Privileged
Communications: Know the Difference
- Guidelines for Setting Fair Attorneys' Fees
- Observing Standards for Practice When
Representing Clients Before the IRS
- PREPARING FOR CHALLENGING LITIGATION
ISSUES IN PROBATE PROCEEDINGS
- Identifying the Probate Court's Authority
- Issues Involving Appointment and Removal of
the Trustee
- Design of the Trustees' Powers and Duties
- The Probate Court's Jurisdiction Over Power
of Attorneys and Inter-Vivos Trusts
- The Complications of Actions or Proceedings
of Irrevocable Trusts
- Common Roadblocks When Bringing Wrongful
Death Action or Personal Injury Claims to the Estate
- When the Concealment of Assets Proceedings
Becomes Fraud
- Forms and Documents to File to Determine
Heirs in Formal Proceedings
- When It's Lawful to Alter Settlements and
Make Compromises in Probate
- Your Legal Responsibilities in Contested
Fiduciary Appointments and Fiduciary Removal
- Other Litigation Challenges
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