Advanced Estate & Trust Administration (incl. 1 hour of Ethics)


Live Broadcast on June 19, 2017

Hosted by knowledgeable and experienced attorneys and experts, this insightful course will explain how to successfully maneuver through the difficulties and peculiarities of the estate administration process. Participants will be guided through inventory, trust administration, claims and insolvency, taxes, and many more. Become more valuable in your field and register today for this course.

This course is co-sponsored by Wolters Kluwer.

Key topics to be discussed:

  • Tough inventory and appraisal issues
  • Post mortem trust administration
  • Legal ethics

Date / Time: June 19, 2017

  • 1:00 pm – 4:15 pm Eastern
  • 12:00 pm – 3:15 pm Central
  • 11:00 am – 2:15 pm Mountain
  • 10:00 am – 1:15 pm Pacific

Choose a format:

  • Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
  • On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date.

All Access Pass: Before you buy, access this class and all other myLawCLE programs, over 120 new live classes every year, for only $69 dollars per month. Purchase the All Access Pass first. Click here for more information.


Stephen E. Diamond, Esq. has been practicing law for more than 30 years and has been a partner at Stenger, Roberts, Davis & Diamond LLP for the past 10 years. Mr. Diamond practices in the areas of business planning and transactions, wills and trusts, elder law, estate planning and administration and real estate.

Mr. Diamond received his Juris Doctorate from Pepperdine University and a Master of Laws in Taxation from the University of Florida. He has been serving the needs of people whom are elderly and determined to be in need of financial and personal assistance.

During his tenure as an attorney he has expended a significant portion of his practice in estate administration, estate planning and Guardianship Law. Diamond has participated in more than five hundred (500) Surrogate Court matters. Furthermore, he has participated in numerous CLE presentations educating attorneys in the arena of proper estate and guardian practice and has been a panel member of the Dutchess County Surrogate’s Court sponsored CLE on training of attorneys to permit them to serve as Guardians ad litem under the OCA rules.

He is appointed by the courts of Dutchess and Ulster County to be an Article 81 guardian to help a person in need of care for themselves or to manage their property or financial affairs and as ad Litem to represent the best interests of minor children and disabled adults.

Mr. Diamond is past Chairman of and current legal counsel to the Dutchess County Regional Chamber of Commerce, a past member of the Board of Directors of The Community Foundation of Dutchess County and Legal counsel for Chamber Foundation. He previously served his community as Assistant Chief of the Arlington Fire District. As a native to the Dutchess County area, Diamond is very active and well-known in the local community

Areas of Practice
Estate planning/probate
Elder law
Real estate
Bank lending

CLE Accreditation:
mylawCLE seeks approval in all states except VA.

CLE 3.00 – AK
CLE 3.00 – AL
CLE 3.00 – AR
CLE 3.00 – AZ
CLE 3.00 – CA
CLE 3.60 – CO
CLE 3.00 – DE
CLE 3.60 – FL
CLE 3.00 – GA
CLE 3.00 – HI

CLE 3.00 – IA
CLE 3.00 – ID
CLE 3.00 – IL
CLE 3.00 – IN
CLE 3.00 – KS
CLE 3.00 – KY
CLE 3.00 – LA
CLE 3.00 – ME
CLE 3.00 – MN
CLE 3.60 – MO

CLE 3.00 – MP
CLE 3.00 – MS
CLE 3.00 – MT
CLE 3.00 – NC
CLE 3.00 – ND
CLE 3.00 – NE
CLE 3.00 – NH
CLE 3.60 – NJ
CLE 3.00 – NM
CLE 3.00 – NV

CLE 3.60 – NY
CLE 3.00 – OH
CLE 3.60 – OK
CLE 3.00 – OR
CLE 3.00 – PA
CLE 3.60 – RI
CLE 3.00 – SC
CLE 3.00 – TN
CLE 3.00 – TX
CLE 3.00 – UT

N/A – VA
CLE 3.60 – VI
CLE 3.00 – VT
CLE 3.00 – WA
CLE 3.60 – WI
CLE 3.60 – WV
CLE 3.00 – WY

Accreditation Policy
myLawCLE will seek credit where attending attorneys are primarily licensed for all of its live webinars and live teleconferences, except in states which allow for reciprocity (see reciprocity section below). Credit for CLE in a self-study format is sought for in most states; however, some states do not allow for CLE credit to be earned in a self-study format (see the self-study section below). Many states typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program. Credit hours granted are subject to approval from each state.

Additionally, some states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, PR, and SD. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

On-demand CLE
myLawCLE will seek on-demand approval in all states except Virginia and Arkansas (outside reciprocal provisions stated above).

myLawCLE Credit Guarantee
myLawCLE offers a program and credit approval guarantee. If a registered attendee is unhappy with a CLE program they have attended, myLawCLE will offer that attended access to another complimentary CLE or a full refund in order to insure the attendee’s satisfaction.

Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.

Section I. Tough Inventory and Appraisal Issues
a) Locating and Accessing Assets When Heirs are Uncooperative
b) Probate vs. Non-Probate Assets
c) What Qualifies as Estate Administration Expenses
d) Valuation of Rare and Hard-to-Sell Assets
e) Intangible and Digital Assets in Estate Administration: Gaining Access and Proving Ownership/Copyright
f) Creditor Claims, Disputes and Insolvency

Section II. Post-Mortem Trust Administration
a) Revocable Trust Administration Costs and Hurdles
b) Credit Shelter and QTIP Trusts in the Age of Portability
c) Irrevocable Life Insurance Trusts and the “Reciprocal Trust” Doctrine
d) IRA Trusts Administration: Complying with the Required Minimum Distribution (RMD) Rules
e) Discretionary Distributions
f) Distributions to Minors
g) Trust Succession
h) Annual and Final Tax Reporting
i) Trust Decanting, Merger and Termination Tips

Section III. Medicaid Recovery Claims against the Estate
a) What’s Recoverable
b) Recovery From Medicaid Recipient vs. Spouse
c) Conflict of Laws: Joint Tenancy, Contract Law, Trust Law
d) Interests in Life Estates at Death
e) Interests in IRAs and Other Qualified Accounts
f) When is it Worth it to Contest Recovery?

Section IV. Legal Ethics
a) Applying Rules of Professional Conduct in Estate Administration
b) Who is the Client?
c) Attorney Fiduciary Duty to the Decedent
d) Attorney Fiduciary Duty to Third Party Beneficiaries
e) When Attorney and Executor Don’t See Eye to Eye
f) Attorney Fees