[Estate Planning Track]
Thorny Issues in Estate Administration

Earn up to 3.6 credits.

Featuring:
Angela Titus McEwan, Esq.; Jenifer Fowler, Esq.; Kenneth J. Lackey, Esq.

Estate administration can be a complex and daunting task, especially for larger estates involving sizeable assets. Navigating a sophisticated estate plan with varied assets, as well as disputes among beneficiaries over them, makes the task even more challenging.

This intermediate-level seminar will give you the information you need to address some of the thorny issues you may confront when administering taxable estates containing trusts and unique assets, such as digital assets and closely-held companies. It will also give you the confidence you need to enhance your performance in this area and provide the best outcome for your clients.

Our panel of seasoned practitioners will share insights gleaned from their experience in administering estates, including:
• Digital Assets
• Qualified Plans, IRAs and annuities
• Valuation Challenges
• Using Disclaimers for post-mortem planning
• Federal and State Estate and Inheritance Taxes
• Income Tax Issues for the Estate and Trusts
• Funding of Trusts
• Trust Administration and the UTC

You’ve completed your client’s estate planning, and the Will and other documents have been signed. But, like many clients, the estate is comprised of substantial non-probate assets not controlled by the Will. Now what?

Planning an estate in which all the assets are probated is relatively easy. Planning an estate with substantial non-probate assets is much more challenging. This seminar will help you meet that challenge. Our faculty of experienced estate planners will provide you with the expertise to confidently overcome the issues associated with managing non-probate assets.

To effectuate testamentary intent, planning for and coordination of these non-probate assets is an imperative – yet often overlooked – part of the estate planning process. Our panel will teach you how to estate plan for these assets. They will employ real life situations that have occurred involving perfectly drawn estate planning documents, but with non-probate assets passing in complete contradiction of the intent of the testator.