Estate Administration Procedures: Why Each Step is Important

Properly Administer Your Client’s Estate

Do you have a solid understanding of proper procedures surrounding estate administration? Do you feel confident that you can overcome the wide array of challenges you may face while working with each estate’s unique requirements? Join us and gain a comprehensive understanding of the estate planning process so you can easily organize and manage your responsibilities. Register today!

• Weigh the pros and cons of informal administration and learn how it can be advantageously used.
• Make the entire process as efficient as possible when working with the personal representative.
• Determine the survivors’ immediate needs – and ensure they’re met.
• Know your options: take a look at alternative methods to closing the estate.
• Competently file federal and state estate tax returns and know exactly what is required.
• Learn how to handle the most common issues in probate litigation.

This basic level seminar will provide fundamental estate administration topics for:

• Attorneys
• Accountants
• Paralegals
• Trust Officers
• Estate Planners
• Tax Professionals
• Financial Planners

1. Foundations of Estate Administration Defined
2. Preparing to Begin the Administration Process
3. Considerations for Collecting the Assets, Preparing the Inventory and Handling Claims Against the Estate
4. Being Thorough to Close the Estate Without a Hitch
5. Understanding Tax Procedures to Avoid Problems Later
6. Ethical Challenges in Estate Administration
7. Common Issues To Be Prepared for in Litigation and Probate

Continuing Legal Education

Credit Hrs State
CLE 6.50 –  NC*
CLE 6.67 –  SC*

Financial Planners – Financial Planners: 8.00

International Association for Continuing Education Training – IACET: 0.70

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

Professional Achievement in Continuing Education – PACE: 8.00