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Pennsylvania lawyers can
to 4 of the required 12 annual CLE credits by distance learning,
(online CLE, podcasts, or call-in CLE). Distance learning credits can
NOT be carried forward into your next compliance period.
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This program guides the inexperienced practitioner through each stage of estate administration. Get tips from a team of attorneys who share their knowledge from administering thousands of estates. Learn the steps to take, the pitfalls to avoid and the tactical decisions to make which save your clients taxes, time and expense.
Emphasis is placed on problem areas such as: properly preparing documents (avoiding mistakes that can cause delays); will contests; addressing potential conflicts between the fiduciary and beneficiaries; your role as attorney for the estate; handling challenges during administration (distributions and accounts); meeting deadlines in filing inventories, accounts, tax returns and other documents, and answering your questions.
Course at a glance:
Probate Process & Non-Probate Issues (60 min.): drafting a will; probating a will; will contests; elective share; disclaimers; intestacy
Tax Considerations (90 min.): Pennsylvania inheritance tax; Federal estate tax; state law property rights; federal income tax; deductions; valuation of estate assets
Post Probate Initial Duties (80 min.): the business of administering the estate, including notification to all interested parties; record keeping; payment of expenses and debts; and asset and investment management
Debts of Decedent & Claims against Estate (55 min.): including who must pay and the priority and order of payment
Closing the Estate (60 min.): filing of estate inventory; final inheritance/estate tax appraisement; payment of specific legacies and bequests; different ways to settle an estate; family agreements; court accountings; audits; compensating the executor and attorney