January 9, 2013
Estate Planning

Data collection, drafting documents and witnessing documents.

Speakers: Hugh Drake and Tye Klooster

February 13, 2013
Trust Funding

Funding trusts, review of popular methods of probate avoidance methods (TOD and TOD funding of trusts, primer on jointly held property, beneficiary designations, etc.).

Speakers: Elaine Bucher and Suzanne Luna

February 27, 2013
Estate Administration Part I (Legal Aspects)

Pre-appointment issues, appointment of a fiduciary, steps to take post-appointment including collection of assets and payment of claims, distributions, basic fiduciary accounting concepts and closing the estate.

Speakers: Phil Lindquist and Anta Cisse-Green

March 13, 2013
Estate Administration Part II

Pre-appointment issues, appointment of a fiduciary, steps to take post-appointment including collection of assets and payment of claims, distributions, basic fiduciary accounting concepts and closing the estate.

Speakers: Marc Bekerman and Anne Kelley Russel

April 24, 2013
Transfer Tax Issues

Overview of estate and gift tax with an eye on preparation of federal estate tax returns and federal gift tax returns.

Speakers: Tom Featherstone and Ryan Walsh

May 8, 2013
Income Tax of Trust & Estates

Nuts and bolts of Subchapter J including differences between tax accounting and fiduciary accounting.

Speakers: Scott Bowman, Dana Foley, and Sasha Klein

June 12, 2013
Specific Assets in Planning & Administration

Discussion of entities, retirement accounts, life insurance, real estate, and specialized trusts.

Speakers: Robert Nemzin and Karin Prangley

July 10, 2013
Estate Litigation Part I (Pure Litigation Matters)

Overview of contested proceedings including the basic concepts common among proceedings and special considerations.

Speakers: Terry Franklin and William Houser

September 11, 2013
Estate Litigation Part II (Techniques to Audit-Proof Planning)

Overview of contested proceedings including the basic concepts common among proceedings and special considerations.

Speakers: Stephanie Loomis-Price and Amber Quintal

November 13, 2013
Best Practices

Review of ethical issues and estate planning documents for mistakes (including inadvertent inclusion issues raised by retained powers or powers given to beneficiaries, income tax risk to parents who have the right to use trust assets to satisfy a legal obligation, etc).

Speakers: Beth Wood, Liz Lindsay-Ochoa and Ray Prather

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