After a client suffers the loss of a loved one, he will turn to his attorney to guide him through the estate administration process. This program is intended to provide practitioners with a basic understanding regarding the filing requirements to probate wills, the appointment of administrators for decedents without wills, and how to deal with other general administration matters. Discussion will include guidance on completing the essential Surrogate's Court forms and an exploration of the ethical issues that often arise in administration.
This program was recorded on March 4th, 2009.
Karlen, Stolzar & Reimann, LLP
Tracy E. Christen Reimann has been a practicing attorney since 1987. She is currently a Partner with the Firm of Karlen, Stolzar & Reimann, LLP in Westchester County, where she practices primarily in estate planning, guardianships, elder law, succession planning as well as closely-held business planning and administration. Before going into private practice in 2000, Ms. Reimann was an estate tax attorney and reviewer with the Internal Revenue Service for twelve years. She is skilled in the drafting, structuring, executing and funding of a wide range of estate planning and business planning vehicles such as qualified personal residence trusts, life insurance trusts, corporations, limited liability companies, buy-sell agreements, family limited partnership agreements, irrevocable income only trusts, Supplemental Needs Trusts and revocable trusts. Ms. Reimann prepares and executes wills, health care proxies, living wills and durable powers of attorney, does extensive tax planning and research for a diverse clientele as well as formulates Medicaid/Asset Preservation Plans. She does a considerable amount of litigation in the Surrogates Courts and the Guardianship Courts for the State of New York. Additionally, she prepares Federal and State estate tax, gift tax and fiduciary income tax returns. Ms. Reimann is admitted to practice in the State of New York, the State of New Jersey and the District of Columbia as well as is admitted to practice before the United States Supreme Court. She has lectured to professional groups on her areas of practice and is a frequent lecturer with the National Business Institute. Ms. Reimann was a co-editor for the Manhattan District's Local Law Digest, has co-authored the National Business Institute's training materials for HOW TO DRAFT WILLS & TRUSTS IN NEW YORK and HOW TO PROTECT ASSETS DURING LIFE AND AVOID ESTATE TAX AT DEATH IN NEW YORK. Additionally, she has had articles published in the Manhattan Chamber of Commerce Newsletter on Elder Law, Estate and Business Planning. Ms. Reimann received her B.A. degree, Summa Cum Laude, from Long Island University, her J.D. degree from Brooklyn Law School and her LL.M. degree, in Taxation, from New York University, School of Law. Ms. Reimann is a member of numerous professional and civic organizations. She is, also, an active member with the National Academy of Elder Law Attorneys.