These on-demand programs examine estate administration procedures for “standard” estates and highlight potential issues for estates with unique considerations; identify common challenges and traps in estate administration and develop strategies to resolve or prevent them; explore ethical issues that can arise during estate administration, including conflicts of interest, confidentiality and privacy, and fiduciary duties owed by personal representatives and/or lawyers; and consider communication and client relationship management skills/techniques for navigating estate administration matters.

These programs are designed for newly called lawyers, or for those looking to revisit the basics.

Topics include:

• Client introduction meetings
• The actual grant application
• Taxes
• Accounting
• Other topics in estate administration

These on-demand programs were originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations series.

The total running time for each presentation ranges between 53 minutes to 1 hour, 32 minutes.

Chair

Victoria Jones, de Villars Jones LLP

Presenters

Allison Barkwell, BARR LLP

Tiffany A. Franklin, North & Company LLP

David J. Koski, The Estate House

Fraser Lypkie, Lypkie Henderson

Dane ZoBell, Felesky Flynn LLP