Join Louis A. Silverman as he discusses complex issues in Estate Administration, like jointly held assets, business ownership, and handling unmarried couples and stepchildren, among other topics. The webinar will also touch upon resolving disputes and the distribution and closing of the Estate.
Key topics to be discussed:
Complex Issues in Estate Administration
Distribution and Closing of the Estate
Date: February 17, 2023
Louis A. Silverman | Silverman Law Offices
Louis A. Silverman has been practicing law in Arizona since 1981. In 2005, he changed the focus of his civil litigation practice to estate planning, estate administration, and probate law. In 2015, Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts, powers of attorney, and other estate planning devices; and trust administration and probate, which includes death probate, guardianships, and conservatorships. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel, a collegial national association of approximately 2,500 lawyers whose practices are exclusively dedicated to estate planning law.
He is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. He is on the board of trustees of Southwest College of Naturopathic Medicine and member of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas. His hobbies include fishing, golf and Tie-Dyeing.
I. Complex Issues in Estate Administration | 1:00pm – 1:45pm
Jointly Held Assets
Spousal Claims Allowances and Elections Against the Will
Handling Unmarried Couples and Stepchildren
II. Resolving Disputes (Part I) | 1:45pm – 2:00pm
Break | 2:00pm – 2:10pm
III. Resolving Disputes (Part II) | 2:10pm – 2:25pm
By Settlement or Modification
IV. Distribution and Closing of the Estate | 2:25pm – 3:10pm
Sample Forms, Agreements and Documents Needed
Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
Real Estate, 401k’s, IRAs, Pensions and Life Insurance Policies, Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
Distribution to Minors, Surviving Spouse and Trusts
Disposition of Unclaimed Assets
Compensation and Discharge of the Personal Representative