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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.


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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6 CLE / 1 E - On Demand Seminar




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


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