CLEThe National Business Institute is holding a 2-day seminar entitled, Top Challenges in Estate Administration, on Monday, September 24, 2018 – Tuesday, September 25, 2018 at DoubleTree by Hilton Hotel Annapolis in Annapolis, MD. Provided below is a description of the event:

Program Description

Prevent the Estate Administration Process From Getting Bogged Down in Problems

Complex estates, poor planning, dysfunctional families and other hitches can quickly complicate an estate administration. Do you know how to handle these snags without tacking on unnecessary expenses or prolonging the process? In this program, seasoned faculty will teach you how to avoid or troubleshoot common problems and settle an estate as efficiently as possible. Fine tune your estate administration skills – register today!

Minimize frustrations by helping clients understand the process and time it takes.

Determine what to do with missing wills or interpretation problems.

Find out how to best deal with the personal representative gone rogue.

Troubleshoot a variety of asset issues, including missing assets, real estate problems and more.

Gain best practices for handling complicated creditor claims.

Pick up tips for overcoming frustrations with income tax returns.

Make the right decisions when it comes to portability and estate, gift and GST tax dilemmas.

Discover how others deal with difficult or uncooperative beneficiaries and heirs.

Avoid conflicts of interest and other legal ethics challenges in estate administration.

Get real-world solutions to final accounting and closing conundrums.

Who Should Attend

This two-day, intermediate level seminar is designed for:

Attorneys

Accountants/CPAs

Tax Professionals

Financial Planners

Trust Officers/Administrators/Managers

Paralegals

Course Content

DAY 1

Client Misunderstandings About the Process

Impediments to Initial Steps and Notices, Opening the Estate

Personal Representative/Trustee Problems

Marshalling the Assets: Key Complications

Creditors’ Claims Frustrations

Spouse Elective Share and Disclaimer Difficulties

DAY 2

Income Tax Return Troubles and Tips

Portability and Estate, Gift, GST Tax Headaches

Beneficiary and Heir Problems

Distribution Dilemmas

Legal Ethics Challenges in Estate Administration

Final Accounting and Closing Hitches

Sticky Estate and Trust Contests, Disputes, Challenges

Continuing Education Credit

Continuing Legal Education – CLE: 13.50 *

International Association for Continuing Education Training – IACET: 1.40

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 16.00 *

* denotes specialty credits

Photo of Gerry W. Beyer Gerry W. Beyer

Dr. Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship. Previously, Prof. Beyer taught as a professor or visiting professor at several other…

Dr. Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship. Previously, Prof. Beyer taught as a professor or visiting professor at several other law schools including Boston College, Boston University, The Ohio State University, Southern Methodist University, the University of New Mexico, Santa Clara University, St. Mary’s University, and La Trobe University in Australia.

Prof. Beyer is admitted to practice in Texas, Illinois (inactive), Ohio (inactive) and before the United States Supreme Court and the United States Court of Appeals for the Armed Forces.

Prof. Beyer is the recipient of dozens of outstanding and distinguished faculty awards from three law schools including the Chancellor’s Distinguished Teaching Award, the most prestigious university-wide teaching award at Texas Tech, the 2015 President’s Academic Achievement Award, and the Outstanding (Law) Researcher Award in 2013 and 2017.

As a state and nationally recognized expert in estate planning, Prof. Beyer is a highly sought after lecturer. He presents dozens of continuing legal education presentations each year for many national, state, and local bar associations, universities, and civic groups. In recognition of his expertise and contributions to the legal profession, the National Association of Estate Planners & Councils inducted him into the Estate Planning Hall of Fame in 2015. In 2022, Prof. Beyer was awarded the Distinguished Probate Attorney Lifetime Achievement Award by the Real Estate, Probate, and Trust Law Section of State Bar of Texas.

Prof. Beyer is the editor of the most popular estate planning blawg in the nation which after being named for five consecutive years to the ABA Journal’s Blawg 100 was awarded Hall of Fame status in 2015.

Prof. Beyer is the author of dozens of books and hundreds of articles focusing on various aspects of estate planning, including a two-volume treatise on Texas wills law, an estate planning law school casebook, and the Wills, Trusts, and Estates volume of the Examples & Explanations series. He has four times won awards from the American Bar Association’s Probate & Property magazine for his writing. He is one of the most often downloaded law authors on the Social Science Research Network with a ranking in the top .001%.  Prof. Beyer is the Editor-in-Chief of the REPTL Reporter, the official journal of the largest section of the State Bar of Texas, the Real Estate, Probate and Trust Law Section.

Prof. Beyer serves as a mentor to many students and various law school organizations as well participating regularly in pro bono activities. He is the advisor for the Estate Planning and Community Property Law Journal and its annual seminar, the Black Law Students Association, and the Estate and Property Law Society.

Prof. Beyer received his J.D. from the Ohio State University (summa cum laude) and his LL.M. and J.SD. degrees from the University of Illinois. He is a member of the Order of the Coif, an Academic Fellow and former Regent of the American College of Trust and Estate Counsel, a member of the American Law Institute, and was appointed by the Uniform Law Commission as the Reporter for the Uniform Electronic Estate Planning Documents Act and the Integration of Probate and Non-Probate Transfers Study Committee.

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