Recent News

March 18, 2011

Institute Presents Modern Day Probate

~ written by Brandon Borgmann, PLI Co-organizer with Bradley Wrightsel

Recent legislation and current economic conditions are reshaping the administration of trusts and estates. Stay current and join us on May 5 for the 2011 Probate Law Institute. This year’s institute focuses on keeping practitioners up-to-date with presentations addressing the topics that most impact our role as trusted advisors. The topics include:

The 2010 Tax Act: Learn the basics of the Act and the new requirements it creates for executors, administrators, and trustees.

Technology and Probate: The probate practice lends itself to the incorporation of software and other technological advances. Add value for your clients by harnessing these advances.

Income Tax Efficient Administration: An “example and forms based” approach to deferring income taxes and maximizing deductions for surviving spouses, beneficiaries, and trustees.

Creditors Claims and Insolvent Estates: The economic downturn has increased the number of insolvent estates and created a need for the efficient administration of estates with few assets. This will be a panel discussion addressing the handling of creditor claims, dealing with secured debt, and the insolvency process.

The Institute will also provide an hour of professionalism specific to the probate arena and an announcement on the Franklin County Probate Court’s upcoming e-filing process.

This is a full day, 6.0 CLE hour course. For more information on this and more CLE programs please visit www.cbalaw.org/cle or call 614/221.4112. Pre-registration prices are: Member, $220; Non-member, $310; Non-attorney, $160.