Complex Issues in Estate Administration: Jointly held assets, business ownership, handling unmarried couples and stepchildren, and closing the estate

Louis A. Silverman | Silverman Law Offices

Louis A. Silverman has been practicing law in Arizona since 1981. In 2005, he changed the focus of his civil litigation practice to estate planning, estate administration, and probate law. In 2015, 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, powers of attorney, and other estate planning devices; and trust administration and probate, which includes death probate, guardianships, and conservatorships. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel, a collegial national association of approximately 2,500 lawyers whose practices are exclusively dedicated to estate planning law.

He is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. He is on the board of trustees of Southwest College of Naturopathic Medicine and member of the Board of Directors of Tempe Leadership. 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. His hobbies include fishing, golf and Tie-Dyeing.

I. Complex Issues in Estate Administration | 1:00pm – 1:45pm

• Jointly Held Assets
• Spousal Claims Allowances and Elections Against the Will
• Handling Unmarried Couples and Stepchildren
• Business Ownership

II. Resolving Disputes (Part I) | 1:45pm – 2:00pm

• By Litigation

Break | 2:00pm – 2:10pm

III. Resolving Disputes (Part II) | 2:10pm – 2:25pm

• By Settlement or Modification

IV. Distribution and Closing of the Estate | 2:25pm – 3:10pm

• Sample Forms, Agreements and Documents Needed
• Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
  • Real Estate, 401k’s, IRAs, Pensions and Life Insurance Policies, Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
• Distribution to Minors, Surviving Spouse and Trusts
• Disposition of Unclaimed Assets
• Compensation and Discharge of the Personal Representative