Mar
28-
Dec
05
This 10-part series will give a thorough review of the basic steps in administering an estate from the intake checklist through the final accounting.
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This series is designed for paralegals, and will also useful for attorneys new to managing or supervising estate administrations. Each program features a panel of leading industry professionals with in-depth knowledge and hands-on experience in administering estates.
In the first five programs, panelists will review the fundamental and practical concepts that commonly arise in estates, including immediate pre- and post-mortem considerations, dealing with non-probate assets, and ancillary issues related to closely-held entities and irrevocable trusts. The second set of programs will include a deep dive into fiduciary income tax reporting, estate tax reporting, and fiduciary accountings and releases.
The content of this program does not meet requirements for continuing legal education (CLE) accreditation. You will not receive CLE credit for this program.
90
Webinar
Mar 28 - Dec 05, 2023
This 10-part series will give a thorough review of the basic steps in administering an estate from the intake checklist through the final accounting.
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