Trust & Estate Administration: A Step-by-Step Guide from Funeral to Final DistributionSKU: EPP2700
Available In:
Live Webinar
September
30
Wed 9/30/2026
1:00PM - 2:00PM
Eastern Time (EDT)
DescriptionAdministering an estate involves a series of legal, financial, and fiduciary responsibilities that require careful planning and attention to detail. This CLE program provides a practical overview of the estate administration process, from the initial probate filing through the final distribution and closing of the estate. Participants will learn how to identify, collect, and safeguard estate assets, navigate probate procedures, prepare accountings, satisfy creditor claims, and complete required tax filings. The course will also examine the administration of estates under both wills and trusts, address assets that pass inside and outside of probate, discuss fiduciary duties and potential liabilities, and highlight best practices for obtaining releases and successfully concluding the administration process. Lecturer BioBrenda Lynch, Esq.Brenda M. Lynch is the founder of a solo law practice focused on trust and estate administration, estate planning, elder law, special needs planning, and estate litigation. With more than 29 years of experience, she represents fiduciaries, beneficiaries, and families in all aspects of estate and trust matters. Prior to establishing her own firm, Ms. Lynch was a partner at two New York law firms with extensive trusts and estates practices. While attending Brooklyn Law School, Ms. Lynch interned with Brooklyn Legal Services, the New York City Department for the Aging, and Brooklyn Law School's Elder Law Clinic. She also worked with the Samuel Sadin Institute on Law at the Brookdale Center on Aging at Hunter College, where she further developed her interest in legal issues affecting older adults and their families. Ms. Lynch earned her J.D. from Brooklyn Law School in 1997 and was an Everett Fellowship Recipient. She is admitted to practice law in the State of New York. Ms. Lynch is dedicated to helping seniors and their families navigate the legal and practical challenges associated with aging, incapacity, and the administration of estates following the loss of a loved one. She is committed to providing compassionate, practical guidance while making the estate administration process as efficient, organized, and straightforward as possible for her clients. |
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