Agenda / Content Covered

10:00 am to 5:00 pm Eastern Standard Time

1. Preparing for Estate Administration
   10:00 - 11:00, George S. Peek
   1. Gathering Critical Information from the Client
   2. Questions to Ask Fiduciary Accountants and Financial Advisors
   3. Drafting Informal Testate and Intestate Forms: Applications, Orders and Petitions
   4. Drafting Formal Testate and Intestate Forms: Applications, Orders and Petitions
   5. Efficiently Prepare Interim Court Pleadings
2. Managing the Estate's Assets
   11:15 - 12:15, Louis A. Silverman
   1. Accessing and Inventorying Safe Deposit Box
   2. Proper Documentation for Selling or Transferring Assets
   3. Request and Claim for Exempt Property and Family Allowances
   4. Life Insurance Proceeds with Form 712
   5. Managing Real Estate
   6. Preparing Documentation for Inventories and Appraisals
3. Handling Creditors and Other Interested Parties
   12:45 - 1:45, George S. Peek
   1. Drafting and Publishing Notices to Creditors and Heirs
   2. How to Prioritize Claims Against the Estate
   3. Submitting Proper Notice of Disallowance of Claims
   4. Preparing K-1 Reports for Estate Beneficiaries
   5. Obtaining Grant of Letters of Administration
4. Ensuring the Payment of Taxes
   1:45 - 2:45, Marty G. Helle
   1. Using IRC §6501(d) to Get the Tax Data You Need
   2. Working with the Accountant to Complete Income Tax Returns
   3. Tips for Completing Estate Tax Return Form 706
   4. When Do You Need IRS Form 709?
   5. Preparing the Fiduciary Income Tax Return Form 1041
   6. Get Early Determination of Taxes with IRC § 2204
   7. How to Arrange for Temporary Payment of Taxes
5. Document Management Tips for Probate and Estate Filings
   3:00 - 4:00, Louis A. Silverman
   1. Database Methods to Organize Client Documents
   2. Ticklers and Calendaring for Probate and Estate Planning
   3. Streamline Your E-Filing Process
   4. Calendaring Tips for Probate and Estate Documents
   5. Effective Correspondence with Probate Court and the IRS
   6. Appearing Before the Registrar During Informal Proceedings
6. Ethics for the Probate Paralegal
   4:00 - 5:00, Marty G. Helle
   1. Properly Terminating Fiduciary Responsibility
   2. Privileged vs. Non-Privileged Communications
   3. Unauthorized Practice of the Law
   4. Safeguarding Against Malpractice Actions

Accreditation Details:

MARTY G. HELLE is a partner with the law firm of Hoversten, Johnson, Beckmann & Hovey, LLP, in Austin, Minnesota. Mr. Helle primarily practices in real estate, probate and related tax matters, and litigation. He also practices in the area of medical assistance and nursing home planning. Mr. Helle received two bachelor’s degrees from Iowa State University and graduated, with honors, from Drake University Law School. He is licensed to practice in Minnesota, Iowa, and Wisconsin.

GEORGE S. PEEK is a shareholder with Crivello Carlson, S.C. He concentrates his practice in the areas of secured lending and transactions, creditor/debtor litigation, business and commercial litigation, and products liability litigation. In the course of his practice, Mr. Peek also provides transactional services in the areas of business entity creation and dissolution, real estate, and trusts and estates. He is a member of the American and Milwaukee bar associations. Mr. Peek's bar admissions include the state of Wisconsin, the state of Illinois, the U.S. District Court for the Eastern District of Wisconsin, the U.S. District Court for the Western District of Wisconsin, and the U.S. Court of Appeals for the 7th Circuit. He earned his B.A. degree from the University of Nebraska-Omaha, and his J.D. degree from Marquette University Law School.

LOUIS A. SILVERMAN is an attorney at Silverman Law Offices. Previously, Mr. Silverman's practice included many aspects of litigation, including family law, civil litigation, personal injury, and wrongful death. In addition, he included estate planning and estate administration. Mr. Silverman has narrowed his practice focus to estate planning, estate administration, probate law, and related tax matters. He accomplished this transition through affiliations with professional estate planning associations, ongoing continuing education, and accepting only estate planning and estate administration matters. Mr. Silverman became board certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. He is a frequent speaker on National Business Institute's educational panels and also lectures to local groups on estate planning issues. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.