Webinar: The Executor's Roadmap: Duties, Timelines, and Common Pitfalls by ALFi

Serving as an executor sounds simple until the paperwork, deadlines, and creditor claims start piling up. This session walks through the practical realities of estate administration: the fiduciary duties every personal representative owes, the general timeline from appointment to final distribution, and the missteps that most often lead to delay, disputes, or personal liability. Using Maryland's process as a working example, attendees will leave with a clear, practical roadmap they can apply regardless of jurisdiction.

Reserve Your Spot

First Name*

Last Name*

Your Email*

State*

Company*

Job title*

What type of credit do you want to earn? *

Presenter

Jake Polivka

Estate Director

Jake Polivka is the Estate Director at Frost Law and is equipped with a strong foundation in Estate & Trust Planning and Administration. A graduate of the University of Maryland Carey School of Law and University of Maryland, College Park, Jake is well-versed in navigating the complexities of estate planning. He is licensed to practice in Maryland and the District of Columbia. His commitment to the community is evident through his involvement with the Maryland Pro Bono Resource Center's Estate Planning clinic and membership in the Baltimore Estate Planning Council.

About

Program Field of Study: Business Law
Program Level: Basic
Who Should Attend: CPAs, accountants, attorneys, trust officers, wealth management fiduciaries, financial advisors, wealth managers
Credits: 1 CPE
Advanced Preparation: None
Prerequisite: None

Agenda

Describe the core fiduciary duties owed by a personal representative during estate administration, including the duties of loyalty, prudent administration, and accounting to beneficiaries.
Explain the typical sequence and timeline of probate administration, from appointment through final distribution, using Maryland's process as an illustrative example.
Identify the most common pitfalls that expose executors to personal liability, such as missed creditor claim deadlines, premature distributions, and inadequate recordkeeping.
Apply practical strategies for managing estate assets and beneficiary communication to reduce the risk of disputes and delay.