Description
Total Credits: 7.0 (Professional Practice 3.0, Skills 3.0, Ethics 1.0)
This program is designed for the beginner to experienced attorney seeking a fundamental and practical overview of handling probate and administration proceedings and estate administration. Experienced practitioners will teach the nuts and bolts and practical skills on important topics, including preparing the estate for administration, the fundamentals of administration and probate proceedings, special and alternative forms of letters and proceedings, federal and New York estate and income tax issues, estate accountings and settlement options, ethical considerations and handling attorney’s fees.
· Preparing for Estate Administration
· Administration Proceedings
· Probate Proceedings
· Special and Alternative Forms of Letters and Proceedings
· Administering the Estate - Part One
· Administering the Estate - Part Two
· Ethical Considerations and Attorney's Fees
· Accounting and Settlement of Estate
· Administration Proceedings
· Probate Proceedings
· Special and Alternative Forms of Letters and Proceedings
· Administering the Estate - Part One
· Administering the Estate - Part Two
· Ethical Considerations and Attorney's Fees
· Accounting and Settlement of Estate
Program Faculty
Patricia Shevy, Esq. | The Shevy Law Firm, Albany, N.Y.
Michael E. O'Connor, Esq., Costello Cooney Fearon, PLLC, Syracuse
Deborah S. Kearns, Esq., | Chief Clerk, Albany County Surrogate's Court
Tara Anne Pleat, Esq. | Wilcenski & Pleat, PLLC, Clifton Park, N.Y.
Jennifer M. Boll, Esq. | Bond Schoeneck & King, Albany, NY
Richard D. Cirincione, Esq. | McNamee Lochner P.C., Albany, NY
Nicole L. Clouthier, Esq. | Cioffi Slezak Wildgrube P.C., Albany, NY
Amy L. Earing, Esq. | Lavelle & Finn LLP, Latham, NY
Michael R. Suprunowicz, Esq. | Higgins, Roberts & Suprunowicz, P.C., Schenectady, NY
Materials
| PowerPoint - Preparing for Estate Administration by Nicole L. Clouthier, Esq. (283.5 KB) | Available after Purchase | ||
| PowerPoint - Preparing for Estate Administration by Cheryl Erato, Esq. (226.6 KB) | Available after Purchase | ||
| PowerPoint - Preparing for Estate Administration by Lauren J. McCallion, Esq. (275.9 KB) | Available after Purchase | ||
| Preparing for Estate Administration By Lori J. Perlman (758.8 KB) | Available after Purchase | ||
| Administration Proceedings in Surrogate's Court By Lori J. Perlman (828.7 KB) | Available after Purchase | ||
| Probate Proceedings By Richard M. Storto (348 KB) | Available after Purchase | ||
| Administering the Estate By Mark Haranzo (3 MB) | Available after Purchase | ||
| An Update on New York's Estate, Gift and Trust Income Taxes By Susan Taxin Baer (193.8 KB) | Available after Purchase | ||
| Fiduciary Income Tax By Michael E. O'Connor (202.8 KB) | Available after Purchase | ||
| PowerPoint - Estate Tax Update By Jennifer Boll (949.1 KB) | Available after Purchase | ||
| Memorandum-TSB-M-14(4)Treatment of Certain Deductions for NYS Estate Tax (336.8 KB) | Available after Purchase | ||
| Ethical Considerations and Attorneys Fees By Ian W. MacLean and Corinne M. Avanzino (382.4 KB) | Available after Purchase | ||
| Ethical Considerations & Attorneys' Fees By Angelo M. Grasso (858 KB) | Available after Purchase | ||
| Supplemental Ethics Materials (15.1 MB) | Available after Purchase | ||
| Accounting & Settlement of Estates By Douglas Evans (257 KB) | Available after Purchase | ||
| Accounting & Settlement of Estate By Susan B. Reuben (3.5 MB) | Available after Purchase | ||
| PowerPoint - Accounting and Settlement of Estates By Richard D. Cirincione (442.3 KB) | Available after Purchase | ||
| Special and Alternative Forms of Letters and Proceedings (942.5 KB) | Available after Purchase | ||
| PowerPoint - Special and Alternative Forms of Letters and Proceedings By Deborah Kearns (83.1 KB) | Available after Purchase | ||
| Post-Mortem Estate Planning Using Disclaimers By Michael P. Ryan (2.9 MB) | Available after Purchase | ||
| Estate Planning Update By Sanford J. Schlesinger and Martin R. Goodman (4.8 MB) | Available after Purchase | ||
| Electronic Coursebook (4.4 MB) | Available after Purchase | ||