8:25 Welcome and Introductions
8:30 Pre-qualification Procedures and Exceptions to Formal Administration
Kristyn G. Whitaker, Jones Branz Whitaker LLP, Raleigh
This session explains the gathering of information and other pre-qualification procedures, assets not subject to administration, small estates, summary administration, family allowances, estates composed of only real estate and transfers of motor vehicles.
9:40 Qualification and Post-qualification Procedures
Joseph H. "Jay" Williams, Lowe & Williams PLLC, Mount Airy
Learn about the qualification procedures for testate and intestate estates, determination of beneficiaries and other post-qualification procedures.
10:50 Handling Assets
Walter B. Burwell Jr., Pinna Johnston & Burwell PA, Raleigh
Daniel B. Finch, Envisage Law, Raleigh
This presentation addresses how to handle bank accounts, certificates of deposit, stocks, bonds, mutual funds, life insurance, government bonds, and income tax refunds. It also discusses the specifics of handling real property, tangible personal property, motor vehicles, mobile homes, and beneficial interests in trusts and other estates.
11:50 Lunch Break
12:20 Handling Business Interests
Holly B. Norvell, Johnston Allison & Hord PA, Charlotte
Explore the handling of business interests, including sole proprietorships, partnerships, limited liability companies, C and S corporations, and professional corporations.
1:00 Handling Retirement Accounts
Charlie D. Brown, Brown Estate Planning & Elder Law, Graham
Walk through the basics of handling employee benefit plans, individual retirement accounts and annuities.
1:55 Inventories, Accountings and Distributions
Monica C. Berry, Ingersoll Firm PLLC, Winston-Salem
This session covers inventories, annual and final accounts, distributions and apportionment.
2:50 Estate Taxation
Christopher N. "Chris" Hewitt, Womble Bond Dickinson (U.S) LLP, Winston-Salem
Receive an overview of federal estate tax.
3:45 Decedent's Tax Returns
Charles E. Davis, Poyner Spruill LLP, Raleigh
Listen as the presenter discusses final income tax returns, estate and trust income tax returns, gift tax returns and tax returns for other states.
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click here for a printable registration form. Please reference the live webcast program code 973BEA.