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.

Firm Broadcast License

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.

$95.00

Select options This product has multiple variants. The options may be chosen on the product page Price range: $95.00 through $445.00
Select options This product has multiple variants. The options may be chosen on the product page Price range: $95.00 through $445.00
Select options This product has multiple variants. The options may be chosen on the product page Price range: $95.00 through $445.00
Select options This product has multiple variants. The options may be chosen on the product page Price range: $95.00 through $445.00
Select options This product has multiple variants. The options may be chosen on the product page Price range: $95.00 through $445.00

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