Elk & Elk attorney Amy Papesh will share her extensive experience in estate administration and help others gain a better understanding of the proper procedures at an upcoming National Business Institute live seminar in Cleveland.
NBI’s “Estate Administration Procedures: Why Each Step Is Important” takes place on Wednesday, May 17, from 9 a.m. to 4:30 p.m. at the CMBA Conference Center. The program is approved for 6 Continuing Legal Education (CLE) credit hours, including one hour of attorney ethics instruction.
The basic level seminar offers a comprehensive overview of fundamental estate planning procedures. The program is designed for attorneys, accountants, estate and financial planners, paralegals and other professionals who may be involved in the estate administration process.
Registration is $359 and includes the cost of the supplemental course book. An audio recording of the seminar is available for purchase to those who cannot attend.
Papesh will present during two sessions at the seminar.
First, she joins William M. Flevares (Flevares Law Firm, LLC) and Diana D. Jancura (Jancura & Associates, LLC) in presenting “Foundations of Estate Administration Defined” from 9 to 9:45 a.m. Topics covered will include identification of probate and non-probate assets, pros and cons of informal administration, considerations for small estates and the various forms of administration.
From 11:30 a.m. to 12:15 p.m., she’ll join Jancura and Gary Pilcher (former Senior V.P., Farmers Trust Company) in discussing procedures for properly closing an estate and how to overcome common challenges related to the process.
A variety of other topics will be covered at the seminar, including basic tax planning, ethical challenges in estate administration, handling claims against estates and considerations for collecting assets.
About Amy L. Papesh
Elk & Elk attorney Amy L. Papesh focuses her practice on the areas of estate planning, estate administration and guardianships. She heads Elk & Elk’s Probate Division, and enables the firm to tend to all client probate or estate needs in-house. Papesh has lectured for the Ohio State Bar Association, the National Business Institute and various local professional groups and organizations on estate planning and administration issues.