Overview of the NC Estate Administration Process

Starts
Ends
Session type
Live webcast
General credits
1.5
Total credits
1.5
Credit status
Approved
Cost
$65.00
Cost notes

Free for pro bono volunteers!

About

This training will cover an overview of the estate administration process, including exceptions to formal administration, the personal representative’s role, handling assets and creditors’ claims, and closing the estate.  We will also address practical considerations for the estate planning practitioner, including selection of personal representative, probate versus non-probate assets, drafting pointers, and potential pitfalls. The training will be ideal for volunteer attorneys involved in Legal Aid’s Lawyer on the Line program and estate administration attorneys in private practice.

PRESENTERS

Abby L. Adams is an attorney at Kohut & Adams, P.A., in Wilmington, North Carolina. Her principal practice areas are estate planning, trust and estate administration, business law and special needs planning. She is a member of the Estate Planning and Fiduciary Law and Elder and Special Needs Law sections of the North Carolina Bar Association as well as a member of the National LGBT Bar Association. She received her B.A. degree from Ferris State University and her J.D. degree from the University of Detroit Mercy School of Law. She serves on the Boards of the New Hanover County Estate Planning Council and Coastal Women Attorneys.

Anne J. Randall is an attorney at Kohut & Adams, P.A., in Wilmington, North Carolina. Her practice areas are estate planning, trust and estate administration, business law and asset protection. Prior to joining the firm, Anne practiced intellectual property litigation at Alston & Bird LLP in Charlotte and spent nine years as the Consumer Protection Attorney at Legal Aid of North Carolina’s Wilmington office. She is a member of the Estate Planning and Fiduciary Law and Elder and Special Needs Law sections of the North Carolina Bar Association. She received her B.A. degree, magna cum laude, from Wake Forest University in 1998 and her J.D. degree, cum laude, from Georgetown University Law Center. Anne is a volunteer with the New Hanover County Bar’s Lawyers for Literacy program.

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