Agenda / Content Covered

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1. Preparing for Estate Administration
   10:00 - 11:00, Thais Amaral Tellawi
   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, Thais Amaral Tellawi
   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, Lauren Underwood
   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, Lauren Underwood
   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, Eric Ladley
   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, Eric Ladley
   1. Properly Terminating Fiduciary Responsibility
   2. Privileged vs. Non-Privileged Communications
   3. Unauthorized Practice of the Law
   4. Safeguarding Against Malpractice Actions

Accreditation Details:

THAIS AMARAL TELLAWI is a managing partner with the law firm of Amaral Tellawi Law, where she focuses her practice on estate planning, including wills, trusts, guardianship, and probate. Ms. Tellawi represents individuals, families and business owners. She is a member of the State Bar of Texas, Attorneys in Tax and Probate, and National Association of Financial and Insurance Advisors. Ms. Tellawi earned her B.A. degree from the University of Houston and her J.D. degree from Texas Southern University.

ERIC LADLEY is an attorney with Montco Elder Law, LLP where he focuses his practice in the areas of estate planning, long-term care planning, estate administration, and guardianships. He is certified as an Elder Law Attorney by the National Elder Law Foundation. Mr. Ladley also is accredited by the Veterans Administration to represent veterans and can prepare, present and prosecute claims before the Department. He is a member of Montgomery County Bar Association, Pennsylvania Association of Elder Law Attorneys and Lycoming Law Association. Mr. Ladley earned his B.A. degree from George Washington University and his J.D. degree from Penn State Dickinson School of Law.

LAUREN M. UNDERWOOD is the founding partner of Lauren M. Underwood, P.C., in Bingham Farms. She is a former chair of the Probate and Estate Planning Council of the State Bar of Michigan, past editor of the Probate Journal; member of the Real Property, Trust Law and Taxation sections of the American Bar Association, the Taxation Section of the State Bar of Michigan and the Oakland County Bar Association. Ms. Underwood has written several articles and has been a chapter author for the ICLE publication Michigan Estate Planning Handbook. She earned her B.A. degree, high distinction, from Wayne State University and her J.D. degree, summa cum laude, from the Detroit College of Law. Ms. Underwood lectures for many groups and organizations, including the Institute for Continuing Legal Education, community groups and the MicAhigan Judicial Institute. She is a past president of the Wayne State University Alumni Association, past president of the Woodbridge Citizen’s Association, past member of the Board of Visitors of the Institute of Gerontology and past board member for St. Luke’s Health Ministries and Canterbury on the Lake, and has been an ongoing sponsor of the Detroit Jazz Festival since 2013.