Practice Foundations: Estate Administration (On-Demand)

SKU: OC-62365

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.

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Viewing of this on-demand program is restricted to the account holder only. For multiple viewers, please contact info@lesa.org for group pricing. Following your purchase, access the content through your LESA.org account in ‘My Classroom’.
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