Survivor's Guide to Probate & Trust Administrations - 6 CLE / 1 E - November 6

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Survivor's Guide to Probate & Trust Administrations

6 CLE / 1 E - Friday, November 6

ICLEF Conference Facility, Indianapolis, IN

9:00 A.M. - 4:30 P.M.

LIVE IN-PERSON

LIVE WEBCAST

Topics:

The Initial Client Conference: Starting the Administration on the Right Foot

• Gathering essential information, reviewing assets and documents, spotting potential issues, engagement agreement & setting expectations from the start.

– Lisa M. Adler

Probate Administration: From Opening the Estate Through the Claims Period

• Opening the estate, supervised versus unsupervised administration, marshaling assets, notices, creditor claims, fiduciary duties & common procedural pitfalls.

• Handling expenses and claims, accountings, beneficiary distributions, fiduciary compensation, and efficiently bringing the estate to a close.

– Lisa M. Adler

Trust Administration: Guiding the Trustee from Death Through Final Distribution

• Trustee duties, beneficiary notices, collecting and valuing assets, debts and expenses, accountings, distributions & common trust administration challenges.

– John B. Bishop

Estate & Trust Administration Roundtable: Tricks, Tips, Traps & Unique Issues

• A practical discussion of difficult beneficiaries, fiduciary problems, unusual assets, procedural traps, drafting surprises & real world administration challenges.

• More challenging scenarios, practical solutions, practitioner questions, and lessons learned from the panel’s collective experience.

– Lisa M. Adler, John B. Bishop, Rhonda Yoder Breman & Elizabeth A. Schlueter

Ethical Issues in Estate & Trust Administration: Who Is the Client & What Could Go Wrong?

• Identifying the client, conflicts of interest, confidentiality, beneficiary communications, fiduciary misconduct, fees, and other ethical challenges that arise during administration.

– Amy K. Nowaczyk

Faculty:

Amy K. Nowaczyk, Chair

O’Drobinak & Nowaczyk, P.C., Crown Point

Lisa M. Adler

Adler Estate Law LLC, Carmel

John B. Bishop

Lewis Wagner & Trimble, Indianapolis

Rhonda Yoder Breman

Schlueter Breman, LLC, Indianapolis

Elizabeth A. Schlueter

Schlueter Breman, LLC, Indianapolis