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Effective Estate Administration

Handle every step of the estate administration process with ease, regardless of the size of the estate. Is probate required? What tax returns, if any, must be filed? Starting with the initial client interview, our experienced faculty will answer basic questions and also discuss more challenging situations that might arise through the closing of the estate. You will also get checklists, forms, sample letters and other documents to help you serve your clients better.
Credits: 4.25 General, 0.5 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR

Recorded: November 14th

Moderator: Theodore E. Froum, Froum Law Group, LLC, Evanston and Chicago 

Initial Steps in Advising the Family – FORMS & CHECKLISTS INCLUDED
(.75 hours Professional Responsibility credit pending approval)
Get a practical overview of the estate administration process with a checklist approach.  Learn how to clearly define and identify the client  and establish appropriate fee arrangements. Learn the difference between formal and informal proceedings as well as how to use forms and provide proper notice. 
Thomas G. Hamill, Harrison & Held, LLP, Springfield

Inventory & Accountings – SAMPLE FORMS INCLUDED
Learn how to keep interested persons properly informed, the process of marshaling the assets and preparing the inventory, the process for valuation of the property and investment of estate funds, the mechanics of distributions and sales during the course of administration, how to handle claims of the estate, and how to conduct a proper accounting. Plus, get an appendix of practical sample materials, such as a letter to the beneficiaries, tax return, partial receipt and refunding bond, and first and final accounting.
Fredrick B. Weber, Northern Trust, Chicago

Allowance & Elections Against the Will
Upon the death of a spouse, how can the surviving spouse ensure economic survival? What if the decedent spouse did not provide for the surviving spouse under the estate plan? How does the survivor manage financial affairs during the course of administration? What rights do minor children have? Find out how these matters are handled in the course of estate administration.
Benjamin N. Feder, Strauss & Malk, LLP, Northbrook/Chicago and Lake Forest

Claims Against the Estate
Get familiar with the process outlined in the Probate Code, including claims notice, filing claims, processing claims, late claims, contested claims, personal representative’s claims, and more.
Ken Kugelberg, Generation Law Ltd., Elmhurst

Overview of Taxes & Returns
Review the types of returns (state and federal) that must be filed, including income tax and transfer tax returns. Understand the consequences of federal and state estate tax provisions and the tax responsibilities of the personal representative. Go through the process of preparing the final tax return of the decedent. 
Jason S. Ornduff, Harrison & Held, LLP, Chicago

Unique & Special Assets
Learn about how to handle unique and special assets in probate estates, for both real estate and personal property, including out-of-state real estate, estate tax issues, and how to execute transfer documents.
Andrew R. Gelman, Holland & Knight LLP, Chicago

Distributions
Learn how to make proper distributions during the estate administration process. Understand the mechanics of distribution, including agreements to alter shares, distributions in kind, disposition of unclaimed assets, and more.
Domingo P. Such, III, Perkins Coie, LLP, Chicago

Closing the Estate
Review the steps to take when preparing to close the estate. Understand procedures which apply to supervised and independent administration. Learn how to deal with problem beneficiaries and fee disputes.
Ken Kugelberg, Generation Law Ltd., Elmhurst

Special Features of Small Estate Proceedings
Understand when summary procedure is available for small estates. Learn about affidavit procedure and other issues involving small estates, including net asset limitation, personal property matters, determination of charges against the estate, and special issues for very small estates.
John C. Lulay, Chapman and Cutler LLP, Chicago

Cultural Sensitivity for Estate Planners
(0.50 Diversity & Inclusion Professional Responsibility credit)
What is cultural sensitivity? Why is it important? Whose responsibility is it to ensure a culturally sensitive workplace? Learn to become culturally sensitive and build an understanding or awareness as to how our actions impact others with this highly interactive e-learn session.
Sonia D. Coleman, The Law Office of Sonia D. Coleman, Orland Park

e-learn
SKU: P1816-18E
$299.00 or 5.50 credits
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DVD
SKU: P1816-18D
$299.00
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Audio Download
SKU: P1816-18A
$299.00
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Products specifications
Program Date11/14/2018

Recorded: November 14th

Moderator: Theodore E. Froum, Froum Law Group, LLC, Evanston and Chicago 

Initial Steps in Advising the Family – FORMS & CHECKLISTS INCLUDED
(.75 hours Professional Responsibility credit pending approval)
Get a practical overview of the estate administration process with a checklist approach.  Learn how to clearly define and identify the client  and establish appropriate fee arrangements. Learn the difference between formal and informal proceedings as well as how to use forms and provide proper notice. 
Thomas G. Hamill, Harrison & Held, LLP, Springfield

Inventory & Accountings – SAMPLE FORMS INCLUDED
Learn how to keep interested persons properly informed, the process of marshaling the assets and preparing the inventory, the process for valuation of the property and investment of estate funds, the mechanics of distributions and sales during the course of administration, how to handle claims of the estate, and how to conduct a proper accounting. Plus, get an appendix of practical sample materials, such as a letter to the beneficiaries, tax return, partial receipt and refunding bond, and first and final accounting.
Fredrick B. Weber, Northern Trust, Chicago

Allowance & Elections Against the Will
Upon the death of a spouse, how can the surviving spouse ensure economic survival? What if the decedent spouse did not provide for the surviving spouse under the estate plan? How does the survivor manage financial affairs during the course of administration? What rights do minor children have? Find out how these matters are handled in the course of estate administration.
Benjamin N. Feder, Strauss & Malk, LLP, Northbrook/Chicago and Lake Forest

Claims Against the Estate
Get familiar with the process outlined in the Probate Code, including claims notice, filing claims, processing claims, late claims, contested claims, personal representative’s claims, and more.
Ken Kugelberg, Generation Law Ltd., Elmhurst

Overview of Taxes & Returns
Review the types of returns (state and federal) that must be filed, including income tax and transfer tax returns. Understand the consequences of federal and state estate tax provisions and the tax responsibilities of the personal representative. Go through the process of preparing the final tax return of the decedent. 
Jason S. Ornduff, Harrison & Held, LLP, Chicago

Unique & Special Assets
Learn about how to handle unique and special assets in probate estates, for both real estate and personal property, including out-of-state real estate, estate tax issues, and how to execute transfer documents.
Andrew R. Gelman, Holland & Knight LLP, Chicago

Distributions
Learn how to make proper distributions during the estate administration process. Understand the mechanics of distribution, including agreements to alter shares, distributions in kind, disposition of unclaimed assets, and more.
Domingo P. Such, III, Perkins Coie, LLP, Chicago

Closing the Estate
Review the steps to take when preparing to close the estate. Understand procedures which apply to supervised and independent administration. Learn how to deal with problem beneficiaries and fee disputes.
Ken Kugelberg, Generation Law Ltd., Elmhurst

Special Features of Small Estate Proceedings
Understand when summary procedure is available for small estates. Learn about affidavit procedure and other issues involving small estates, including net asset limitation, personal property matters, determination of charges against the estate, and special issues for very small estates.
John C. Lulay, Chapman and Cutler LLP, Chicago

Cultural Sensitivity for Estate Planners
(0.50 Diversity & Inclusion Professional Responsibility credit)
What is cultural sensitivity? Why is it important? Whose responsibility is it to ensure a culturally sensitive workplace? Learn to become culturally sensitive and build an understanding or awareness as to how our actions impact others with this highly interactive e-learn session.
Sonia D. Coleman, The Law Office of Sonia D. Coleman, Orland Park

Products specifications
Program Date11/14/2018
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