Issues in Estate Administration: Protecting beneficiary’s rights, Real Estate, Personal Representatives, and prosecuting estate administration claims [Part 1] (2024 Edition)

Louis A. Silverman
Louis A. Silverman | Praesidium Law, PLLC

Louis A. Silverman, known to most as Lou, has been practicing law in Arizona since 1981. In 2005, he changed the focus of his civil litigation practice to estate planning, trust and estate administration, and probate law.

On-Demand: July 11, 2024

2 hour CLE

Tuition: $195.00
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Program Summary

This webinar will address essential aspects of estate administration, encompassing common challenges encountered in numerous estates. The complexities of estate administration can vary greatly based on the assets involved and the approach taken by the Personal Representative overseeing the estate.

The discussion will extend to strategies for safeguarding the rights of beneficiaries, unique considerations related to real estate, issues arising from actions of the Personal Representative, and pursuing claims related to estate administration.

Attorneys attending can anticipate gaining insights into the timing, potential legal actions and procedures for initiating and pursuing a Will contest. The seminar will delve into pre filing considerations for a Will contest, potential outcomes, and subsequent legal proceedings or petitions following resolution.

Part one of this series will address topics such as probate vs. Non-probate assets, Recalcitrant Personal Representative, Potential remedies for Personal Representative Fraud or Theft, Common issues in Estate Administration litigation and much more.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Probate vs. Non-probate assets – why are they both important
  • Recalcitrant Personal Representatives – what are the warning signs and what actions can be taken
  • Potential remedies for Personal Representative Fraud or Theft
  • Common issues in Estate Administration litigation
  • Potential Resolutions

Closed-captioning available

Speakers

Louis A. Silverman_FedBarLouis A. Silverman | Praesidium Law, PLLC

PROFESSIONAL BACKGROUND

Louis A. Silverman, known to most as Lou, has been practicing law in Arizona since 1981. In 2005, he changed the focus of his civil litigation practice to estate planning, trust and estate administration, and probate law. In 2015, Lou became board-certified in estate and trust law by the State Bar of Arizona with the accreditation of “Certified Specialist in Estate and Trust Law.”

PERSONAL BACKGROUND

Lou competed in his first triathlon in 2008 when he was 54 and has since completed eight triathlons. His favorite part is crossing the finish line! When he’s not helping clients with their estate and business planning needs, Lou devotes his time to tie dying! In fact, he has often been referred to as the Tie Dye Lawyer!

Agenda

I. Probate vs. Non-probate assets – why are they both important | 12:00pm – 12:20pm

II. Recalcitrant Personal Representatives – what are the warning signs and what actions can be taken | 12:20pm – 12:40pm

III. Potential remedies for Personal Representative Fraud or Theft | 12:40pm – 1:00pm

Break | 1:00pm – 1:10pm

IV. Common issues in Estate Administration litigation | 1:10pm – 1:40pm

V. Potential Resolutions | 1:40pm – 2:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 General hours

Delaware

Pending CLE Approval
2 General

Florida

Reciprocity
2.5 General Hours

Receive CLE credit in Florida via reciprocity
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved for Self-Study Credits
2 General

Kansas

Pending CLE Approval
2 General

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 General hours

Maryland

No MCLE Required
2 General hours

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 General hours

Minnesota

Pending CLE Approval
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Pending CLE Approval
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 General hours

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General hours Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Law and Legal Hours

For CLE course attendance credit, Washington state attorneys must self-apply to the Washington State Bar. myLawCLE will supply Washington state attorneys with the self-application package and instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
2 General

West Virginia

Pending CLE Approval
2 General

Wyoming

Approved for Self-Study Credits
2 General

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