A probate estate is nothing without its assets, which makes the preparing and filing of the probate inventory a key element to successful administration. The marshalling, preserving, protecting and valuation of the estate assets is the backbone in the probate and tax arenas. This live audio conference will cover all aspects of handling the estate's assets from the perspective of preparing and filing the inventory. It will cover a variety of topics from locating and classifying the assets to preparing and filing the inventory. We will broadly address valuation issues and preparation of accountings. Failing to properly prepare and file an estate accounting can have state and federal tax consequences that reach beyond the probate court so it is important to understand how to properly conduct this part of the administration.

• Of counsel with Akerman Senterfitt
• Practice is focused on the areas of estate and business succession planning, trust and estate administration, probate and trust litigation, guardianship, and tax controversies
• Has written and spoken on topics related to her areas of expertise
• American Juris Secundum Award, The Lawyer as Negotiator
• Executive Women of the Palm Beaches 2000, New Member of the Year Award
• LL.M. degree in taxation, University of Florida Levin College of Law; J.D. degree, University of Florida Levin College of Law; Ed.S. degree, University of Florida; M.A. degree, University of Victoria; B.A. degree, Bishop’s University

• Of counsel with Akerman Senterfitt
• Practice involves the representation of individuals and families in all aspects of estate and wealth transfer planning
• A particular focus of her practice is the representation of fiduciaries, beneficiaries and other interested parties in estate, trust and guardianship litigation at the county probate court and appellate levels
• Presented lectures on the local and national levels on various aspects of estate and trust administration
• Member of the Taxation and Real Property, Estates and Trust Divisions of the American Bar Association; the Tax, Business Law, and Real Property, Probate and Trust Law Sections of the Florida Bar Association; the Young Lawyers Section of the Palm Beach County Bar Association; and the Florida Association of Lawyers
• J.D. degree, Rutgers University School of Law, where she received the Pro Bono Award for her service to the community of Camden, New Jersey; B.A. degree in political science, Florida Atlantic University

• NALA
• NFPA
• Paralegals
• Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.