Louis A. Silverman, Esq. 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.
Final Accounting in Estate Administration
CLE Credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)
This course will cover the Probate and Trust Administration process from start to finish in terms of reporting and accounting for assets, liabilities, and making distribution of beneficiaries.
Key topics to be discussed:
• Probate Accounting and Reporting
• Trust Administration Accounting and Reporting
• Dealing with Beneficiary Disputes
Date / Time: June 28, 2019
• 10:00 am – 12:00 pm Eastern
• 9:00 am – 11:00 am Central
• 8:00 am – 10:00 am Mountain
• 7:00 am – 9:00 am 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 and are view-able for up to one year.
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myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.
- Automatic MCLE Approvals
All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, WV, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)
- Live Video Broadcasts
Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, SC, and LA —these states require in-person attendance to qualify for “Live” CLE credit.
- “Live” Re-Broadcasts
“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, SC, and LA]
Many 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, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.
Section I. Initial reporting responsibilities in Probate and Trust Administration
Section II. Inventorying assets in Probate and Trust Administration
Section III. Sample accounting examples
Section IV. Distribution guidelines
Section V. Handling Beneficiary disputes