Issues in Estate Administration: Protecting beneficiary’s rights, real estate, personal representatives, and prosecuting estate administration claims

$195.00

CLE credits earned: 2 General Credits (Pending WA 2 Law and Legal )

This webinar will cover key issues in estate administration including frequent problems encountered in many estates. Estate administration issues vary widely depending on the assets of each estate, as well as the manner in which the Personal Representative administers the estate.

Topics will also include what a beneficiary can do to protect the beneficiary’s rights, special issues involving real estate, problems caused by the Personal Representative, and prosecuting estate administration claims.

Attorneys can expect to learn the timing, the potential causes of action, and the ways to file and prosecute a Will contest. This CLE will also focus on what a party should consider prior to filing a Will contest, the potential resolutions of a Will contest, and post-resolution proceedings and/or petitions.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

•  Lifetime transfers – has the estate been depleted before it even begins
•  Probate vs. Non-probate assets – why are they both important
•  Recalcitrant Personal Representatives – what are the warning signs and what actions can be taken
•  Common issues in Estate Administration litigation
•  Potential Resolutions
•  Statute of Limitations to File a Will Contest
•  Considerations prior to Filing a Will Contest
•  Potential Causes of Action during a Will Contest
•  How to Prosecute a Will Contest
•  Potential Resolutions of a Will Contest, as well as post-resolution petitions

Date / Time: August 12, 2021

•   12:00 pm – 2:10 pm Eastern
•   11:00 am – 1:10 pm Central
•   10:00 am – 12:10 pm Mountain
•   9:00 am – 11:10 am Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.

•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.

Closed-captioning available

Select your state to see if this class is approved for CLE credit.

Choose the format you want.

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Original Broadcast Date: August 12, 2021

Robert F. Morris_myLawCLE SpeakerRobert F. Morris | Stark & Stark – Attorneys at Law

Robert F. Morris is a Shareholder in the Trusts & Estates Group of Stark & Stark. Mr. Morris’ practice focuses on the areas of estate planning, wills, trusts, and probate. Mr. Morris has substantial experience in drafting sophisticated estate planning documents including complex wills, insurance trusts, personal residence trusts, and grantor trusts. He provides counsel to both fiduciaries and beneficiaries in all aspects of trust, probate, and estate administration, including the litigation of contested estates and trusts.

Mr. Morris’ estate planning practice also includes business succession planning, partnership agreements, and limited liability operating agreements. His real estate practice focuses upon contracts and leases for real property, particularly as they relate to estate planning issues.

Mr. Morris is the founder and current chair of the Mercer County Bar Association, Estate Planning & Probate Committee. He is a frequent lecturer on estate planning and probate issues at civic and Bar organizations. For four years following law school, Mr. Morris served in the U.S. Army Judge Advocate General’s Corps and was assigned to the Army Armor Center, Fort Knox, Kentucky.
 
Paul Norris_myLawCLE SpeakerPaul Norris| Stark & Stark – Attorneys at Law

Paul Norris areas of practice generally include: Construction Litigation; Probate Litigation; Commercial Litigation; and Criminal and Municipal Court representation. Mr. Norris has an extensive Probate Litigation practice, which involves either defending or initiating Will contests on behalf of beneficiaries and purported beneficiaries of an Estate as well as related litigation concerning guardianship proceedings, applications to remove executors, or issues with the improper utilization of a power of attorney.

Mr. Norris also represents clients in all aspects of complex Commercial Litigation. He has successfully defended and prosecuted contractual claims which have varied in their complexity, as well as complex franchise claims under the New Jersey franchise Practices Act. Further, Mr. Norris regularly litigates contractual disputes between corporate entities in both State and Federal Court.
 
 
 

Accreditation Policy

myLawCLE seeks accreditation for all programs in all states except, ME, VA, and WV. Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

    Automatic MCLE Approvals

All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NM, NJ, NY and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previously recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]

Reciprocity

Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NM, NJ, and NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

i. Lifetime transfers | 12:00pm – 12:15pm
ii. Probate vs. Non-probate assets | 12:15pm – 12:25pm
iii. Recalcitrant Personal Representatives | 12:25pm – 12:35pm
iv. Common issues in Estate Administration litigation | 12:35pm – 12:45pm
v. Potential Resolutions | 12:45pm – 1:00pm

Break | 1:00pm – 1:10pm

vi. Statute of Limitations to File a Will Contest | 1:10pm – 1:25pm
vii. Considerations prior to Filing a Will Contest | 1:25pm – 1:35pm
viii. Potential Causes of Action during a Will Contest | 1:35pm – 1:45pm
ix. How to Prosecute a Will Contest | 1:45pm – 1:55pm
x. Potential Resolutions of a Will Contest, as well as post resolution petitions | 1:55pm – 2:10pm