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All the Forms, Checklists and Practical Knowledge You'll Need to Administer Any Estate

Estate administration practice is steeped in forms and procedures, but underneath it all are people's unique needs and circumstances. This practical workshop offers you a chance to learn through doing! Follow every step of the administration process and work together with your peers and faculty to answer common questions and prepare for handling key tasks. Get all the tools you'll need and learn how to use them, so you can focus on the people behind the paperwork and administer each estate quickly and tax-efficiently. Register today!

  • Learn through doing! Follow our instructors in guided learning and exercises to gain practical estate administration knowledge.
  • Work through a plethora of scenarios you will likely face when administering the estate.
  • Take a quick quiz to test your knowledge of elective share procedures.
  • Get a master checklist for each step needed to administer the estate.
  • Complete a sample tax return to understand how every action in administration affects tax.
  • Face common ethical dilemmas in case studies and together decide what the right course of action is.
  • Review sample notices, affidavits and agreements to save on drafting time.
  • Prepare a petition to incorporate real estate property into an intestate administration.

  1. Preparing the Petition, Initial Steps and Forms (with Interactive Exercise)
    8:30 - 9:45, Yahne Miorini
    1. Key Laws Governing Estate Administration
    2. Real Estate Drops Like a Rock Rule
    3. Choosing the Right Form of Administration
    4. Checklists: Estate Administration Timeline Step-by-Step
    5. Exercise: Petition for Incorporating Real Estate Property into an Intestate Administration
  2. Completing Inventory and Appraisement: Exercises and Examples
    9:45 - 10:55, David C. Knerr and Richard J. Ruddy Jr.
    1. Marshalling Assets
    2. Fiduciary Access to Digital Assets
    3. Valuing the Assets
    4. Exercise #1: Determining Elective Share
    5. Exercise #2: Sample Initial Accounting Review and Q&A
  3. Handling Creditor Claims and Debt
    11:10 - 12:00, Kimberley A. Murphy
    1. Notice to Creditors
    2. Determining Claim Priority
    3. Responses to Claims
    4. Steps to Ensure all Debt is Located and Handled Correctly
  4. Taxes: Preparing the Forms and More (with Hands-on Tutorial)
    1:00 - 2:15, Lori G. Booker
    1. Timeline, Tax Forms and When to Use Them: A Brief Lecture
    2. Exercise #1: Choosing the Taxable Year for the Estate
    3. Exercise #2: Filling in the Individual Income Tax Return
    4. Exercise #3: Filling in the Fiduciary Income Tax Return
  5. Final Accounting, Distributions and Closings: A Complete Walkthrough
    2:30 - 3:40, David B. Wilks
    1. What it is, What Needs to be Included
    2. Distributions: What You Need to Know
    3. Exercise: Sample Final Accounting Review and Q&A
  6. Ethics in Estate Administration: What Would You Do?
    3:40 - 4:40, Kimberley A. Murphy
    1. Scenario #1: Conflicts of Interest
    2. Scenario #2: Confidentiality and Attorney-Client Privilege
    3. Scenario #3: Attorney Fee Agreements
    4. Scenario #4: Testamentary Capacity

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