Estate Administration: Navigating Jointly Held Assets, Spousal Claims, Closely-Held Businesses, and Other Key Issues
Recording of a 90-minute CLE video webinar with Q&A
This CLE course will guide estates counsel, trustees, and administrators on critical challenges in estate administration. The panel will discuss legal challenges and considerations in defending against or disputing distributions and accounting of assets, handling jointly held assets, spousal claims, issues for unmarried couples, sale of assets and other related issues, and best practices for counsel, trustees, and administrators.
Outline
- Common pitfalls to avoid in estate administration
- Settling assets and debts
- Jointly held assets
- Unmarried couples
- Potential challenges and disputes
- Claims period, notice, and presentation against the estate
- Spousal claims
- Stepchildren
- Distributions
- Role of court and legal counsel
- Applicable laws and regulations
- Best practices for counsel
Benefits
The panel will discuss these and other key issues:
- What are the most common pitfalls to avoid in estate administration?
- What assets are subject to claims from creditors?
- What is the role of the court and legal counsel in estate administration?
- What are the key issues in settling assets and debts?
- How do you handle disputes or challenges from beneficiaries and creditors?
- How do you handle jointly held assets and issues for unmarried couples?
- What are the applicable federal and state laws that must be considered?
Faculty
Christopher Balioni, Esq.
Attorney
Hanlon Niemann & Wright
Mr. Balioni is a senior litigation member of Hanlon, Niemann & Wright, P.C. where his practice includes business,... | Read More
Mr. Balioni is a senior litigation member of Hanlon, Niemann & Wright, P.C. where his practice includes business, landlord-tenant, employment law, estate/probate litigation, and contested guardianship. He has experience in hundreds of state and federal cases including jury trials and appellate work. Mr. Balioni brings to the firm a unique perspective on the practice of law gained from a history of litigating constitutional cases. He is admitted to practice before the state courts of New Jersey and New York and, on the federal level, before the United States District Court of New Jersey and the Eastern, Southern, and Northern District Courts of New York.
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Nicole C. Tomlin, Esq.
Partner
Hanlon Niemann & Wright
Ms. Tomlin is a partner at Hanlon Niemann & Wright, P.C. She focuses her practice on estate planning and estate... | Read More
Ms. Tomlin is a partner at Hanlon Niemann & Wright, P.C. She focuses her practice on estate planning and estate administration for families who have a family member with a disability, creation of first party special needs trusts and third party supplemental benefits trusts, guardianship, and accessing services from the Division of Mental Health and Addiction Services and the Division of Developmental Disabilities. Ms. Tomlin serves as a court appointed attorney to those alleged to be incapacitated and Court Appointed Guardian ad Litem. She frequently lectures on a variety of disability-related legal topics.
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