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SKU: OC-62365
About
Faculty
About
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.
Faculty
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
A firm broadcast license allows firms or organizations to purchase an on-demand program for viewing as a group at a significantly discounted per person fee. Firm broadcast licenses are purchased by a facilitator who will receive access and is granted permission to broadcast the on-demand program for the pre-selected number of viewers. The facilitator may download and distribute program materials to viewers. The on-demand program must be viewed by all viewers in the same location and at the same time. Access to the on-demand program (recording(s) and materials) will be available on the facilitator’s LESA.org account for one month after purchase.
For payment, cancellation, transfer, group discount, and firm broadcast policies, click here.
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