Best Practices for Fiduciary Accountings & Procedures in Probate Practice - 6 CLE / 1 E - 2024

Best Practices for Fiduciary

Accountings & Procedures

in Probate Practice

6 CLE / 1 E

This program is no longer available.

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

This program is no longer available.

ICLEF • Indiana Continuing Legal Education Forum

Indianapolis, IN • Premier Indiana CLE