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Date
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OC-62030-02In this presentation, Stan Rule discusses how to identify and minimize the risk of undue influence, and how to deal with red flags and document a file. This on-demand program was originally presented as an in-person program in March 2017.
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OC-62030-01In this presentation, Kimberly Whaley discusses the nature and origin of the law of undue influence within the context of testamentary planning and inter vivos gifts. This on-demand program was originally presented as an in-person program in March 2017.
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OC-62023-06In this presentation, Michael Klaray discusses drafting to avoid problems associated with having multiple executors. This on-demand program was originally presented as an in-person program in November 2016.
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OC-62023-05In this presentation, Jason Sweeney discusses the personal representative's duty to account, forms of accounts, types of accounting, and what must be proven. This on-demand program was originally presented as an in-person program in November 2016.
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OC-62023-04This presentation discusses the business of law and client management as it applies to an estate administration practice. This on-demand program was originally presented as an in-person program in November 2016.
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OC-62023-03In this presentation, S. Dane ZoBell discusses select tax issues in estate administration. This on-demand program was originally presented as an in-person program in November 2016.
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OC-62023-02In this presentation, Predrag Tomic discusses grant applications, including expedited and limited grants of administration, and identifies strategies for dealing with unusual situations in estate administration, such as a missing will or beneficiary. This on-demand program was originally presented as an in-person program in November 2016.
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OC-62023-01In this presentation, David Koski discusses the general duties and core tasks of personal representatives, such as identifying estate assets and liabilities, administering and managing the estate, and satisfying debts and obligations of the estate. This on-demand program was originally presented as an in-person program in November 2016.
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OC-62023-GPPReview key aspects of estate administration, from documents and timelines, to some of the common issues lawyers face in a typical (non-contested) estate. Learn strategies for informal administration of estates, develop an awareness of basic tax matters that affect estates, and more. This on-demand program was originally presented as an in-person program in November 2016.
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OC-62016-05In this 2-part presentation, Averie McNary presents on estate planning for dependent adult children, including consideration of legislative and case law developments. A bonus video is included. This on-demand program was originally presented as an in-person program in October 2016.
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OC-62016-04In this presentation, Timothy Kirby discusses tax issues in estate planning, including taxation on death, inter vivos giving, and common estate freeze structures. A bonus video is included. This on-demand program was originally presented as an in-person program in October 2016.
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OC-62016-03In this presentation, Noel Xavier discusses effective charitable giving strategies, including charitable tax incentive basics, increasing charitable gifts, and naming a charity as a beneficiary. A bonus video is included. This on-demand program was originally presented as an in-person program in October 2016.
