No Plan, No Problem: Administration of Intestate Estates

Category: On Demand

Member Price: $200

Non-Member Price: $250

Product Code: ON118724

Areas of Law: Estate Law

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4 hours of total CLE credit (Full Credits Available: NJ General: 4.0).
NY CLE:NY Professional Practice Non-Transitional: 4.0
PA CLE:PA Substantive Credit: 3.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.
Faculty

Keynote

Moderator

Robert I. Aufseeser, Esq., LL.M.
Law Office of Robert Aufseeser LLC, East Brunswick

Presenters

Christine Socha Czapek, Esq.
Borteck & Czapek, P.C., Florham Park
Daniel S. Makoski, Esq.
Porzio, Bromberg & Newman, P.C., Morristown

How do you administer estates where the decedent leaves no will or trust or any type of plan? What are the first steps that an attorney must take when facing such a situation, and what are some of the most common challenges you’re likely to face along the way? This brand-new seminar will cover everything you need to know about administering intestate estates in all shapes and sizes.

Topics include:

  • Issues particular to small estates vs. large estates;
  • Inheritance taxes;
  • How to inventory assets;
  • Beneficiary disputes and disputes over control;
  • Bonding requirements
  • Initial steps to open an administration and whether to open an administration at all;
  • Income taxes;
  • Creditor issues;
  • Making distributions; and
  • Timing issues.