CLE on Estate Administration Steps and How to Avoid Problems

Build a Solid Foundation for Your Estate Administration Practice

Understand the laws, procedures and key tasks involved in the estate administration process. Our experience faculty will share their knowledge of marshalling assets, managing distributions, tax filing, and estate closing to prepare you for your first (or next) case. Register today!

Identify key tasks of an executor.

Get a bird’s eye view of the estate administration process and know what deadlines must be met.

Learn what’s involved in the process of closing the estate.

Protect your professional reputation with a tailored legal ethics guide.

This legal program is designed for attorneys. It will also benefit CPAs and accountants, wealth managers, tax professionals, trust officers, and paralegals.

Probate Process Overview and Case Intake

Initial Steps of the Estate Administration Process

Assets Marshalling, Valuation, Inventory

Creditor Claims and Debt Repayment

Common Issues in Estate Administration

Estate Administration Tax Issues

Distribution and Estate Closing

Ethics and Estate Administration

Continuing Legal Education

Credit Hrs State
CLE 6.00 –  AK*
CLE 6.00 –  AL*
CLE 6.00 –  AR*
CLE 6.00 –  AZ*
CLE 6.00 –  CA*
CLE 7.00 –  CO*
CLE 6.00 –  CT*
CLE 6.00 –  DE*
CLE 7.00 –  FL*
CLE 6.00 –  GA*
CLE 6.00 –  HI*
CLE 6.00 –  IA*
CLE 6.00 –  ID*
CLE 6.00 –  IL*
CLE 6.00 –  IN*
CLE 7.00 –  KS*
CLE 6.00 –  KY*
CLE 6.00 –  LA*
CLE 6.00 –  ME*
CLE 6.00 –  MN*
CLE 7.20 –  MO*
CLE 6.00 –  MP*
CLE 6.00 –  MS*
CLE 6.00 –  MT*
CLE 6.00 –  NC*
CLE 6.00 –  ND*
CLE 6.00 –  NE*
CLE 6.00 –  NH*
CLE 7.20 –  NJ*
CLE 6.00 –  NM*
CLE 6.00 –  NV*
CLE 7.00 –  NY*
CLE 6.00 –  OH*
CLE 7.00 –  OK*
CLE 6.00 –  OR*
CLE 6.00 –  PA*
CLE 7.00 –  RI*
CLE 6.00 –  SC*
CLE 6.00 –  TN*
CLE 6.00 –  TX*
CLE 6.00 –  UT*
CLE 6.00 –  VA*
CLE 6.00 –  VT*
CLE 6.00 –  WA*
CLE 7.00 –  WI*
CLE 7.20 –  WV*
CLE 6.00 –  WY*

Continuing Professional Education for Accountants

Credit Hrs State
CPE for Accountants 7.00 –  AZ
CPE for Accountants 7.00 –  NY*
CPE for Accountants 7.00 –  WA
CPE for Accountants 7.00 –  WI
* denotes specialty credits