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Marshalling Assets in Estate Planning - Webinar

  • ID: 5131074
  • Webinar
  • 21 September 2020 13:00 EST
  • Region: Global
  • 90 Minutes
  • Lorman Business Center, Inc.
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Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets.

Learn how to best avoid liability and properly oversee the administration of an estate or trust. Properly marshalling, collecting, and distributing assets involves many considerations and focus for effective estate and trust administration. Attention to different asset classes, due diligence and understanding the underlying documents is essential.

Learning Objectives

  • You will be able to describe what should be included as part of an estate’s/trust’s assets.
  • You will be able to discuss fiduciary due diligence and where to look for information regarding a decedent’s assets (tax returns, documents, decedent’s mail, etc.).
  • You will be able to explain the process involved in marshalling assets, from collection of assets and obtaining valuations to settling debts, final distributions and filing an estate inventory with the court, if required.
  • You will be able to identify potential complications involved in marshalling assets and how to identify probate vs. non-probate assets.
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  • Describe Duties and Responsibilities of Executors and Trustees
  • Helpful Guidance in Locating Assets: What to Look for, Where to Look and Who to Ask
  • Guidance in Marshalling Probate vs. Non-Probate Assets
  • Special Asset Classes: IRA, Businesses, S-Corps, Collectibles (i.e. Art, Coins, etc.), Partnerships and Life Insurance
  • Additional Considerations: Tax Considerations, Valuations, and Prior Gifts Research
  • Wrapping up: Accounting, Transfers/Distributions, and Other Considerations
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  • Robert S. Barnett, CPA, Esq., Robert S. Barnett, CPA, Esq.,,
    Capell Barnett Matalon & Schoenfeld LLP


    • Partner with Capell Barnett Matalon & Schoenfeld LLP
    • Practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning
    • Frequently assists clients in structuring financial transactions and charitable gifts
    • Member of various boards and committees and recipient of various awards
    • J.D. degree, Fordham University; M.A. degree in taxation, Long Island University
    • Can be contacted at 516-931-8100 or rbarnett@cbmslaw.com

  • Gregory L. Matalon, Esq. Gregory L. Matalon, Esq.,
    Capell Barnett Matalon & Schoenfeld LLP


    • Partner of Capell Barnett Matalon & Schoenfeld LLP
    • Practice concentrates in the areas of estate planning, estate administration, elder law, and not-for-profit and religious corporations law
    • Regularly helps individuals and families plan for the future through the preparation of last wills and testaments, trusts, living wills and health care proxies and durable powers of attorney documents; Greg provides his clients with the tools to create a tax efficient estate plan, while realizing that the client’s goal/s are primary
    • Represents executors and trustees to navigate the complex federal and state laws impacting estates and trusts; while representing executors and trustees, he has identified areas of unsettled law and he has either clarified existing law or, in some cases, created new law through his submissions of Private Letter Ruling requests to both the Internal Revenue Service and New York City Department of Finance; he has been successful, on behalf of his clients, in each instance
    • Regularly lectures on various topics of law including: estate planning and estate administration, Medicaid planning, same-sex couples tax planning and religious corporations law topics; he has lectured before prestigious bar associations (of which he is a member) including: the New York State Bar Association (NYSBA), the Nassau County Bar Association and LeGaL and noted accountant organizations including: the National Conference of CPA Practitioners, the New York State Society of Certified Public Accountants and the New York Society of Independent Accountants
    • Lectured at the Interchurch Center and various community-based organizations and has also been asked to speak by many premier providers of continuing legal education
    • As a member of the NYSBA, he was appointed liaison to the Tax Law Section; in addition, he was granted a seat on the House of Delegates, the policy-making body of the NYSBA
    • Proud to have represented numerous families who lost loved ones on September 11, 2001, and to have helped to establish Lutheran Disaster Response of New York, a major charitable organization created in the aftermath of the 9/11 tragedies
    • Written numerous articles on estate and tax topics for many professional publications.
    • Lutheran Schools Association 2016 “Spirit of Hope” Award in recognition of the faithful support and the model of service he provides to the children, families and schools of the LSA; Transfiguration Lutheran Church, Bronx, New York – “Amigo” award for resolution of a major tax matter; Long Island GLBT Services Network, Nassau, New York – named Capell Barnett Matalon & Schoenfeld LLP a 2014 Equality Award Honoree
    • J.D. degree, Hofstra University School of Law; B.A. degree, Skidmore College
    • Can be contacted at 516-931-8100 or gmatalon@cbmslaw.com

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This live webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, finance directors, business owners and managers, tax managers, and financial planners.

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