So You've Been Appointed Executor, Now What Do You Do?

(2528 Ratings)

Produced on: August 18, 2015

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 60 minutes
Difficulty Beginner

The position of “executor” is one of enormous trust and confidence – you have been entrusted to transfer the things someone cared about to the people she loved, according to a strict set of guidelines written down in a document called a Last Will. An executor is one of many so-called “fiduciary” positions created under the law, but is special in that by definition an executor only serves following a death. Given the reason for this particular “call to action,” a.k.a. the death of a loved one, taking on this position is generally not entirely business-related. There are often powerful emotions and complicated family dynamics at play – both expected and surprising. While we expect grief and sadness, families are often surprised and even devastated by the jumble of other feelings and behaviors swirling around after a loss. 

 

Join attorney Amie Gartenberg as she discusses the nuances of the executor position and how to successfully execute an executorship. Here, she addresses the entire process, including probating the Last Will, considering the use of “post-mortem” planning techniques, marshaling and dealing with decedent’s varied assets, understanding the differences between probate and nonprobate assets, understanding creditor issues, dealing with disgruntled beneficiaries, considering the specialized tax issues relating to estates (inheritance and income tax), and accounting for and ultimately distributing the estate.  

  

Learning Objectives:

I.     Identify the cast of characters in an estate administration and define their roles 

II.    Build the legal roadmap – a checklist – executors must travel to fulfill their fiduciary obligations

III.   Explore the particulars of the estate administration process

IV.   Gain insight into the special considerations inherent in helping a family in grief move forward – at least from a legal standpoint

 

 

Faculty

Amie Gartenberg

Gartenberg Howard LLP

For over 30 years, Amie has concentrated her practice in estate and succession planning, as well as complex probate and estate administration. Amie advises high net worth (often multigenerational) clients regarding sophisticated estate planning with an emphasis on estate, gift, generation-skipping transfer and income tax planning.

 

Amie is a sought-after speaker on a variety of estate planning topics, and she has spoken to attorneys on ethical issues confronting Trusts and Estate Practitioners at New Jersey Institute for Continuing Legal Education (ICLE) as well as the National Business Institute, as well as to attorneys and accountants at the UJA Federation Endowment Foundation on the subject of charitable trusts. She has also spoken on Surrogate’s Court practice before the New York State Trial Lawyers’ Association.

 

Amie is peer review rated as a pre-eminent lawyer (“AV” rated) by Martindale-Hubbell. She is a member of the Real Property, Probate and Trust Law Section of the New Jersey State Bar Association, the Real Property Trusts and Estate Law Section of the American Bar Association and the Trusts and Estates Law Section of the New York State Bar Association.

 

Amie began her professional career in Manhattan at a boutique intellectual property law firm handling that firm’s estate planning and contested probate matters, assisting well known visual artists and their families in the transfer of their often unique property rights and legacies from generation to generation.

 

In 1986 Amie returned to her home state of New Jersey to join the Firm now known as Gartenberg Howard, LLP as one of its founding partners.

 

Amie grew up in Freehold, New Jersey (Bruce Springsteen’s hometown), and resides in Manhattan. She received her law degree from Loyola University in New Orleans, and her B.A. in French from the Ohio State University. She is admitted to practice in the State and Federal Courts of New Jersey and New York, as well as the Supreme Court of the United States.

 

Amie serves on the Board of Trustees of the Jewish Home Foundation of Northern New Jersey, and is a participant in the Goldman Sachs 10,000 Small Businesses Program.

 

Amie is passionate about helping families protect the people they love.

Reviews

MB
Makedonka B.

Good insight offered

NA
Nnena A.

Interesting approach to teaching.

JK
john k.

She did an excellent job of describing the basics!

KO
Karl O.

This class was a decent introduction/overview of the whole probate process.

CF
Chris F.

Very good program. Very specific information and excellent, competent and articulate presenter. Thank you.

MR
Margaret R.

Good overview.

MK
Matthew K.

Superb presentation and materials. Much appreciated.

VN
Vasiliki N.

Interesting speaker, very experienced. Helpful presentation. Thank you.

AS
Allan S.

Excellent presenter. Easy to follow. Useful information.

AW
Alexandra W.

I love this presenter. Her CLEs ar some of the best I’ve ever attended.

CH
Carolyn H.

Very helpful information and well presented

DC
Daria C.

Excellent presentation

RF
Regan F.

appreciated the sensitivity brought to this topic by presenter

AZ
Aviva Z.

Excellent program. Clear, informative, insightful and interesting. Thank you!

JB
Jack B.

Great presentation, well done!

CK
Chris K.

I am an Executor of several estates, and this speaker highlighted areas of concern that I have noticed, too---an excellent presentation!

KN
Karen N.

Very informative

CB
Cheryl B.

She was excellent.

RD
Rebekah D.

Thank you

TG
Tom G.

Good review

LL
Lisa L.

Very good program!

CM
Carey M.

Excellent speaker. Loved that she took us through a client situation from beginning to end.

EM
Erika M.

Excellent lecture

BB
Betty B.

Good summary of practical information

JF
John F.

This presenter was exceptional.

RC
richard w c.

Well done.

WS
William S.

Excellent program. Thank you.

MO
Meghan O.

Really enjoyed this presentation. Very practical and informative. Thanks!

PP
Paula P.

this was an informative course

TT
thomas t.

Amy is crystal-clear. Excellent presenter.

RJ
rodney j.

Very good program.

VB
Vida B.

very informative

LA
Lucy A.

Excellent

WL
Wilson L.

Very good and on point for small estates.

KO
Kathleen O.

Very good, comprehensive, general outline.

KN
Ken N.

Very knowledgeable presentor.

MW
Michelle W.

Great practical information, enjoyable presenter.

AP
ANTHONY JR P.

Excellent excellent excellent excellent excellent excellent excellent excellent

DD
Duane D.

Good presentation

SB
Sonia B.

A very informative course

MP
Mica P.

ONE OF THE BETTER SPEAKERS I'VE HEARD. PASSIONATE. AND COMPASSIONATE. GOOD JOB!

PO
Paul O.

Good class

EC
Eric C.

The hypothetical family helped matters become clear.

PW
philip w.

Good synopsis of tasks at hand for the client who is executor.

LS
Larry S.

Enjoyable & informative. Well done.

DW
David W.

Fantastic presentation on the basics of administering an estate.

MV
Magda V.

very knowledgeable instructor.

BM
Bernadette M.

Excellent, practical information.

KR
Karen R.

Faculty was clear, concise and easy to listen to.

KV
Karin V.

Useful primer

AR
Annette R.

I would recommend this program to an attorney who desires the very basics and has never done anything in this area.

CB
Catherine B.

EXCELLENT course!!!!

AQ
Anne F Q.

Thank you.

LR
lawrence r.

clear and concise presentation

CN
Charles B. N.

Excellent presenter

MF
Michael F.

Great trip from start to finish addressing the bumps along the way.

TW
tina w.

Interesting presentation for estate attorneys and instructional on how to deal with family throughout process

DS
DeAnn S.

Excellent presentation.

BD
Benjamin D.

good

JH
J. Donald H.

She was well informed and did a good with the material.

RW
Rhonda W.

Very clear lecturer

AZ
Andrew Z.

VERY NICE PRESENTATION

GY
George Y.

good basic presentation

PC
Paul F. C.

Outstanding , lucid presentation

VW
Valerie W.

Very well done. Good basic outline and refresher.

WL
Wayne L.

Very informative

AF
Adam F.

Very interesting

MH
Margaret H.

Excellent presentation, clear and focused, thank you!

LH
Lori H.

Great! Best presenter.

SF
Seth F.

Very easy to follow and listen to. A pleasant lecture.

AC
Andrew C.

Well done, but it is very basic.

JH
John H.

She's a great speaker!

TL
Thomas L.

Good coverage of issue for general practitioner. Helpful pointers on use of self-proving affidavits and on consideration of non-probate assets.

LK
Linda K.

I love the down-to-earth examples. Very good advice about some of the tax pitfalls.

JH
John H.

very informative

SJ
Stuart J.

I liked her practical and detailed approach.

AS
Amy S.

Excellent presentation.

DS
Donald S.

Lots to go over, hit most of the highlights.

JC
John C.

A+

DB
Darrius B.

Fantastic job.

CE
Catherine E.

I am the independent administrator of my late husband's small estate, and this was a particularly helpful seminar.

CR
Christa R.

I would have liked a little more discussion about handling real property passing through the will, but otherwise an excellent presentation.

AA
Andrew A.

Very Informative, easy to follow.

CO
Claire O.

excellent!

KM
Kathleen M.

Speaker was excellent.

CK
Carole K.

informative and well presented

EJ
Edward J.

This was well presented and very thorough.

AH
Allen H.

Informative and well organized!

EL
Elyssa L.

Great program and lecture.

DC
deirdre a c.

good job

MJ
Michael J.

Easy to follow. Good program

PY
Philip Y.

Great communicator!

AB
Andrew B.

Thought it was better than normal and liked the style and tone of presenter.

CO
Carol O.

Very good.

SD
Sheila D.

Really good presentation

MH
Mitchell H.

Excellent!

BS
Brenda S.

The instructor was very informative

TY
Tiffeny Y.

Excellent!

MG
Meri G.

Perfect time wise. This speaker was the only one that presented her materials without filler

DS
Dale S.

Good refresher course . . . would have liked more time allotted.

DH
Dayna H.

Excellent speaker,

AA
Angela A.

This was a very informative presentation which was presented in a clear and easily comprehensible manner.

MD
Margaret D.

Excellent presentation.

RW
Roslyn W.

Excellent Speaker

SC
Stephen C.

very good

TB
Tracy B.

engaging speaker

HG
Henry G.

Good course.

AH
Andrea Kelli H.

The presenter offered great tips I can use when advising clients re: their estate planning and management responsibilities.

NB
Nancy B.

Even if you don't practice in this area, this a great course that you might find a use for in your personal life

DB
Douglas B.

Excellent presentation

SH
Sarah H.

Practical, helpful, compassionate guidance!

AY
Adrienne Y.

Clear, concise, & helpful.

HN
Howard N.

Great Speaker

AW
Ann W.

Very informative and practical. I enjoy listening to Ms. Gartenberg.

DC
Donna C.

Instructor made program interesting and particularly grateful for personal tips on dealing with client family members to help smooth beneficiary potential conflicts and help executor.

DN
Douglas N.

Excellent. Very well done.

WC
William B. C.

A+

TB
Thaddeus B.

Liked her approach, reflects dealing with real people and situations instead of just dry legal concepts.

WS
William S.

Very good explaining the basics of wills, probate etc

HT
Holly T.

Great presenter!!!

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