THE PROCESS OF ADMINISTERING A DECEDENT’S ESTATE INVOLVES:
- Collecting all assets
- Locating all creditors
- Paying all debts
- Paying all applicable taxes
- Distributing the remaining assets to the persons entitled to inherit
OUR KNOWLEDGEABLE FACULTY WILL GUIDE YOU THROUGH THE PROCESS FROM START TO FINISH
- Initial Steps in Estate Administration
- Dealing with Estate Assets
- Tax Returns
- Fiduciary Litigation
- Ethics Hour
- Complicated Issues
- Closing the Estate
Get step-by-step instruction on administering an estate from attorneys in the field.
This program covers the process from creating a timeline, the grant of letters, determining beneficiaries and the administrative steps to be taken.
We will discuss estate assets, debts of the estate and payment of creditors. We will arm you with information for any issues that may arise such as ancillary probate, divorce, disabled and minor beneficiaries and wrongful death and survival action litigation. We will explore all the steps involved in closing the estate such as the formal accounting and petition for allowance, receipts and releases and distributions.
The materials include hypotheticals and sample forms and agreements.
All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.
Recorded live in September 2019.