Updated: May 6
Best Practices for Fiduciary Accountings & Procedures in Probate Practice
6 CLE / 1 E - On Demand Seminar
This program is designed for attorneys seeking an understanding of probate proceedings and covers essential topics such as Trust Accountings, Non-Judicial Settlement of Accounts, Power of Attorney Accountings, Claims Against Estates, Non-Probate Transfers, Attorney Fees, Fiduciary Duties, Probate Accountings, Guardianship Process, & Best Practices.
TOPICS:
• Welcome & Introduction – Christopher J. Mueller, Program Chair
• Trust Accountings & Non-Judicial Settlement of Accounts – Rebecca W. Geyer
• Power of Attorney Accountings – Jonathan E. Lamb
• Claims Against Estates; Non-Probate Transfers – Micah J. Nichols & Rodney S. Retzner
• The Practicalities of Fiduciary Duties in Administration – John B. Bishop
• Probate Accountings: Supervised & Unsupervised Estates – Shawn M. Scott
• The Ethics of Attorney Fees in Estate / Probate / Trust / Guardianships – Michele L. Lorbieski
• Guardianship Process & Best Practices – Elizabeth A. Homes
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FACULTY:
Christopher J. Mueller, Chair
Lewis Wagner, LLP, Indianapolis
John B. Bishop
Cohen Garelick & Glazier, P.C., Indianapolis
Rebecca W. Geyer
Rebecca W. Geyer & Associates, PC, Indianapolis
Elizabeth A. Homes
Law Office of Elizabeth A. Homes LLC, Indianapolis
Jonathan E. Lamb
Cremer & Lamb, Fishers
Michele L. Lorbieski
Lewis Wagner, LLP, Indianapolis
Micah J. Nichols
Krieg DeVault LLP, Carmel
Rodney S. Retzner
Krieg DeVault LLP, Carmel
Shawn M. Scott
Scott Williams Law LLC, Indianapolis
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Best Practices for Fiduciary Accountings & Procedures in Probate Practice
6 CLE / 1 E - On Demand Seminar
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE