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Live Webinar

90-minute live streaming program
  • December 10
  • 1:00 - 2:30 pm EST

Fundamentals of Kinship Proceedings and How They Occur

December 10

Learn planning solutions and how to identify potential issues in kinship proceedings.

This topic will discuss kinship proceedings in New York State. This information will help you identify and explain the different types of kinship proceedings in New York. It will discuss the estate administration process and eventual settlement, as well as the attorney’s role throughout the proceedings. Following the material you will be able to identify potential issues, which may arise during the estate administration, as well as planning solutions during the decedent’s lifetime to avoid said potential problems.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Is a Kinship Proceeding?
  • Distributee vs. Beneficiary
  • Intestacy Statute
Types of Kinship Proceedings
  • Probate
  • Administration
  • Voluntary Administration (Small Estate)
Administering the Estate
  • Collecting Assets
  • Final Debts/Expenses
  • Valuations
  • Creditor's Claims
  • Attorney's Role
Account and Settling of Estates
  • Formal vs. Informal Settlement
Preparing for a Kinship Proceeding and Identifying Potential Problems
  • Planning for Remote Relatives
  • Disinheriting Next of Kin/Right of Elective Share
  • Infants and Incompetents
  • Ancillary Probate Proceedings
  • Charitable Bequests
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • Enrolled Agents 1.0
     
  • This program qualifies for 1.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for attorneys, estate planners, controllers, business owners and managers, tax managers, financial planners and enrolled agents.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Courtney L. DeLia, Esq.

Courtney L. DeLia, Esq.

Hancock Estabrook, LLP

  • Associate attorney in the office of Hancock Estabrook, LLP
  • Practice emphasizes all aspects of trusts and estates and elder law
  • Has lectured various groups about estate planning and charitable giving including a program recently for Fayetteville Senior Citizen Center; co-wrote Chapter 11, “Planning for Client Incapacity” of the Estate Planning and Will Drafting in New York 2019 Update for the New York State Bar Association; and regularly writes legal updates on topics including remote witnessing and notarization and changes to Medicaid
  • Member of the New York State Bar Association Digital Wills Committee and serves on the Board of the Alzheimer’s Association Central New York Chapter and Central New York Women’s Bar Association
  • J.D. degree, University of Connecticut School of Law
  • Can be contacted at 315-565-4508 or [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 408103
Published 2020
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