Estate Administration Series with Allan Gibber
Join the MSBA for an all virtual presentation of Estate Administration Series with Allan Gibber starting on Wednesday, May 7, 14, 21, 28, and June 11, 18, 2025 from 10 a.m. - 12 p.m.
The Estate Administration Series is a six-week comprehensive course presenting the fundamental and practical concepts of estate administration, with an emphasis on the Maryland probate and estate tax provisions. Topics to be covered include: ’ Court procedures and forms; the appraisal process; tax on non-probate assets; claims; expenses and fees; distributions including special problems of minors; funding marital deductions bequests; intestacy; unlocated heirs; and lapse and special probate procedures.
This course is designed for attorneys who practice in the area of Estate and Trust law, paralegals who assist in the area of Estate and Trust law, Registers of Wills, Orphans’ Court Judges, and anyone involved in the administration of an estate.
The latest edition of the publication Gibber on Estate Administration, will serve as the primary written materials for this program. Registrants will receive a 10% discount on the latest edition of Gibber on Estate Administration when it is released in 2025.
MEMBER PRICE: $300 | NON-MEMBER PRICE $350
What will you learn:
Week One – May 7, 2025
Probate Preliminary Matters - Interviewing Client, Living Wills, Disposition of Body and Funeral Arrangements, Execution Requirements, Oral Directives, HIPAA Concerns
Probate - Administrative Process, Search for Will, Consent, Judicial Probate, Caveat Proceedings, Appendix of Forms, Removal of Personal Representative
Week Two – May 14, 2025
Inventory - Appraisal of Assets and the Filing of Inventory with the Register of Wills
Modified Administration - Proceedings After Filing Election, Revocation
Small Estate - Requirements, Major Features, Procedural differences
Week Three – May 21, 2025
Claims, Expenses and Fees:
Those Due to Register of Wills, Allowable Cost and Expenses, Claims of Decedent’s Creditors
Week Four – May 28, 2025
Inheritance Tax - Non-probate Assets, Liens, Limitations and Refunds, Rates and Exemptions, Concurrent or Subsequent Interests
Estate Tax - Calculating Amount of Tax and General Procedure
Week Five – June 11, 2025
Account, Tax Apportionment and Principal and Income:
Uniform Estate Tax Apportionment, Special Use Valuation for Farmland, Woodland, or National Register Property
Week Six – June 18, 2025
Distributions - Definitions and Determining Relationships, Intestate Succession, Family Allowance, Spouse’s Right of Election, Statutory Share, Persons Disqualified to Inherit, Testate Succession, Miscellaneous, Completing Distributions
Twelve (12) hours credits along with 1 hour of ethics will be offered for surrounding MCLE states
Unable to attend the live program? Self-Guided learning is available.
Pre-purchase this program today!
*Please note, this program will be available 2 weeks after the live event concludes.
The Maryland State Bar Association (MSBA) is committed to making its online and in-person services, products, and events accessible to everyone, including people with disabilities. To request an accommodation, please complete this
Form.
MEMBER PRICE: $300 | NON-MEMBER PRICE $350
Registration
Registration is closed.