HOME >  Seminars in SOUTH CAROLINA > Columbia > Estate Administration From Start to Finish

Seminar Estate Administration From Start to Finish Seminar

Presented by NBI, Inc.

NBI Legal Continuing Education Seminars

Estate Administration From Start to Finish

Course Description


A Step-By-Step Guide to Estate Administration

Designed for attorneys who are new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, and business ownership. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - register today!

  • Learn how to meet every deadline, follow procedures and complete essential forms.
  • Identify key estate administration pitfalls you need to avoid.
  • Acquire strategies to ensure you can help your clients through every step of the probate process.
  • Manage your client's entire estate administration procedures properly and effectively.
  • Understand how to properly transfer and distribute assets.
  • Explore proper procedures and processes when dealing with insurance claims and debt during estate administration.
  • Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes.
  • Get the latest information on allowances and elections against the will.
  • Identify how to properly distribute assets to minors, surviving spouses and trusts.

Agenda

  1. COMMENCEMENT OF PROCEEDINGS AND INFORMATION GATHERING
    8:30 - 9:25, Written by Alyson C. Fudge and Ruth DiPasquale. Presented by Alyson C. Fudge in Charleston, Ruth DiPasquale in Greenville, and Jonathan E. Spitz in Columbia.
    1. Appointment of Estate Administration
      1. Formal vs. Informal Proceedings
      2. Sample Letters of Authority
    2. First Meeting With Family or Designated Personal Representative and Determination of Heirs
    3. Written Fee Agreements
    4. Tips to Locate Information Quickly Using Online and Government Resources
    5. Dealing with Multiple States
  2. INITIAL STEPS TO THE ESTATE ADMINISTRATION PROCESS
    9:25 - 10:20, Written by Alyson C. Fudge and Ruth DiPasquale. Presented by Alyson C. Fudge in Charleston, Ruth DiPasquale in Greenville, and Jonathan E. Spitz in Columbia.
    1. Understanding the Laws of Intestacy
    2. Sample Estate Administration Checklists, Forms and Required Notices Needed
    3. Interpreting Provisions and Terms of Art Found in Wills
    4. Using Disclaimers Correctly
  3. MARSHALLING ASSETS
    10:35 - 11:30, Written and Presented by Natasha Chisolm in Charleston, L. Wayne Patterson in Greenville, and Daniel K. Felker in Columbia.
    1. Procedures to Locating and Marshalling Probate and Non-Probate Assets
      1. Safe Deposit Boxes and Bank Accounts
      2. Real Estate
      3. Brokerage Accounts, 401Ks, IRAs, Pensions and Life Insurance Policies
    2. Sample Forms and Documents Needed
    3. Appraisers and Valuing the Property of Probate Estates
  4. HANDLING CREDITOR CLAIMS AND DEBT
    12:30 - 1:25, Written and Presented by Natasha Chisolm in Charleston, L. Wayne Patterson in Greenville, and Daniel K. Felker in Columbia.
    1. Sample Forms and Required Notices Needed
    2. Priority and Payment of Claims
    3. Late Claims and Contested Claims
    4. Steps to Ensure all Debt is Located and Handled Correctly
      1. What if the Assets Don't Cover the Bills?
      2. Bankruptcy and Foreclosure
    5. Selling of Assets and Properly Dealing with Creditors
  5. COMPLEX ISSUES IN ESTATE ADMINISTRATION
    1:25 - 2:25, Written by Dana Adkins and Chace Campbell. Presented by Dana Adkins in Charleston, Chace Campbell in Greenville, and Tameika Isaac Devine in Columbia.
    1. Jointly Held Assets
    2. Spousal Claims
      1. Allowances and Elections Against the Will
    3. Handling Unmarried Couples and Stepchildren
    4. Will Contests, Trust and Estate Disputes
    5. Business Ownership
    6. Agency Problems Involving Guardianships, Conservatorships, Powers of Attorney or Other Agency Relationships
  6. DISTRIBUTION AND CLOSING OF THE ESTATE
    2:40 - 3:40, Written and Presented by Hon. Mary Blunt in Charleston, Ruth DiPasquale in Greenville, and Tameika Isaac Devine in Columbia.
    1. Sample Forms, Agreements and Documents Needed
    2. Handling Estate Administration Tax Issues
    3. Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
      1. Real Estate
      2. 401Ks, IRAs, Pensions and Life Insurance Policies
      3. Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
    4. Distributions in Kind
    5. Distribution to Minors, Surviving Spouse and Trusts
    6. Disposition of Unclaimed Assets
    7. Proper Settlement of the Estate
      1. Formal and Informal Estate Accountings
      2. Choosing the Appropriate Closing Procedure
      3. Compensation and Discharge of the Personal Representative
  7. ETHICS AND ESTATE ADMINISTRATION
    3:40 - 4:40, Written by Evan Guthrie and Ruth DiPasquale. Presented by Evan Guthrie in Charleston, Ruth DiPasquale in Greenville, and Tameika Isaac Devine in Columbia.
    1. Breach of Fiduciary Responsibility
    2. Avoiding Conflicts of Interest
    3. Attorney-Client Privilege
    4. Fee Agreements

 

More Seminar Information

NBI, Inc.
NBI Legal Continuing Education Seminars

Summary

Estate Administration From Start to Finish

Delivery Method

Seminar Seminar

Who Should Attend

This basic-to-intermediate level seminar is designed for professionals who want to be more effective in the estate administration process, such as:

  • Attorneys
  • Paralegals
  • CPAs and Accountants

 
Search similar training
Email this page
Print this document
 

Dates and Locations

Location Information
DoubleTree by Hilton Columbia
2100 Bush River Rd.
Columbia, SC

Dates & Times
12/12/2019 to 12/12/2019
8:30:00 AM until 4:40:00 PM

Tuition
$349


see all dates/locations

 

Frequently Asked
Questions

Payment Options
Bill Me/Invoice
Credit Card

Register
Online
Fax Form

Availability
Seats currently available. Book now before the class is full.

Other Information
Seminar

All Date/Location Information

Alabama (Find training in Alabama)
12/19/2019-12/19/2019 in Birmingham, AL         Find a seminar in Birmingham AL
12/17/2019-12/17/2019 in Huntsville, AL         Find a seminar in Huntsville AL
12/16/2019-12/16/2019 in Montgomery, AL         Find a seminar in Montgomery AL

Colorado (Find training in Colorado)
12/16/2019-12/16/2019 in Colorado Springs, CO         Find a seminar in Colorado Springs CO

Idaho (Find training in Idaho)
12/19/2019-12/19/2019 in Boise, ID         Find a seminar in Boise ID

Michigan (Find training in Michigan)
11/19/2019-11/19/2019 in Saginaw, MI         Find a seminar in Saginaw MI

North Carolina (Find training in North Carolina)
12/13/2019-12/13/2019 in Greenville, NC         Find a seminar in Greenville NC
12/10/2019-12/10/2019 in Jacksonville, NC         Find a seminar in Jacksonville NC

New Jersey (Find training in New Jersey)
12/9/2019-12/9/2019 in Atlantic City, NJ         Find a seminar in Atlantic City NJ
12/10/2019-12/10/2019 in Cherry Hill, NJ         Find a seminar in Cherry Hill NJ
12/11/2019-12/11/2019 in Princeton, NJ         Find a seminar in Princeton NJ

New York (Find training in New York)
10/21/2019-10/21/2019 in Buffalo, NY         Find a seminar in Buffalo NY

Ohio (Find training in Ohio)
2/27/2020-2/27/2020 in Cincinnati, OH         Find a seminar in Cincinnati OH
2/24/2020-2/24/2020 in Dayton, OH         Find a seminar in Dayton OH

South Carolina (Find training in South Carolina)
12/10/2019-12/10/2019 in Charleston, SC         Find a seminar in Charleston SC
12/12/2019-12/12/2019 in Columbia, SC         Find a seminar in Columbia SC
12/11/2019-12/11/2019 in Greenville, SC         Find a seminar in Greenville SC