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Best Practices for Fiduciary Accountings & Procedures in Probate Practice - 6 CLE / 1 E

Updated: May 6

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.


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



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


6 CLE / 1 E - On Demand Seminar

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE


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