Advanced Probate: Information, Ideas and Legal Updates Training Class

Course ID: 12903

Advanced Probate: Information, Ideas and Legal Updates Training Seminar

Confidently Address Complex Probate Issues

Understanding the basic tenets of probate is easy - but handling the more advanced issues is key to developing and growing your practice. You're no novice when it comes to probate, but as a seasoned practitioner, you know that keeping on top of trends and mastering some of the more complex issues is what made you successful in the first place. This program was created to examine some of today's advanced probate issues and trends, so you can be prepared to handle increasingly complex situations smoothly and efficiently.

This accelerated agenda will address many of the current problems that you'll face, as well as the latest probate-related legal updates that affect the way you practice. After attending you'll have an insider's grasp of some of the more complicated scenarios you'll need to deal with regarding the allocation of taxes and expenses for the estate. Be prepared to advise clients about the tax and administrative obligations involved with business entities. Maintain your reputation for integrity by fulfilling your ethical obligations. Tackle post-death retirement plan challenges that often arise. Take your knowledge of probate litigation to the next level - enroll today!

Properly deal with property distribution during probate for business entities.
Protect privileged communications - even after your client has passed away.
Advise beneficiaries on their options when they "inherit" an IRA.
Be prepared to deal with questions about testamentary capacity and undue influence during probate litigation.


	Agenda
	CURRENT PROBATE ISSUES AND LEGAL UPDATE Mary D. McCourt, 8:30 - 9:30 ALLOCATION OF TAXES AND EXPENSES IN THE ESTATE Marianne Brams, 9:30 - 10:00 and 10:15 - 11:00 Administrative Expenses and Estate Taxes Federal and State Default Rules vs. What Wills Typically Provide Abatement and the Impact of Expense Allocation on Marital Charitable Residuary Bequests Principal/Income Adjustments State Estate Tax Apportionment Provisions ADMINISTRATION ISSUES AND TAX CONSEQUENCES WITH "BUSINESS ENTITIES" Alan Brickley, 11:00 - 12:15 Issues Arising Upon Distribution of Property Extensions of Time to Pay Estate Tax Other Concerns THE MENTAL "DANCE WITH ETHICS" Christopher R. Hardman, 1:15 - 2:15 Guidelines For Setting Fair Attorney's Fees Who Is The Client? Duty of Loyalty Privileged Communications Even After Death POST DEATH ISSUES WITH IRA'S, QUALIFIED AND NON-QUALIFIED PLANS Alan Brickley, 2:30 - 3:40 Non-Pro Rata Rounding of the Credit Trust Corrective Actions Available Through Rollovers Direct Transfers and Trust Reformations Advising a Surviving Spouse Beneficiary Advising a Non-Spouse Beneficiary - The "Inherited IRA" Other Issues With Trusts As Beneficiaries COMPLEX LITIGATION ISSUES IN PROBATE Mary D. McCourt, 3:40 - 4:40 Contested Wills and No Contest Clauses Testamentary Capacity Undue Influence Pretrial - Discovery Trial


	Audience
	This advanced level program is designed for attorneys working with more complex probate and estate planning issues. Accountants, trust officers, financial advisors and officers and vice presidents will also benefit from this program.