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CLE on Helping Personal Representatives

CLEThe National Business Institute is sponsoring a 90-minute national teleconference entitled Educating and Working With Personal Representatives in Estate Administration on Sept. 14, 2010.  The program description is below:   

Dealing with the estate of a deceased person is an intricate process with much detail to account for. One of the trickiest acts to balance is making sure the personal representative is effective and thorough without becoming one yourself! Our engaging program will provide the knowledge and practical tips you’ll need for working with a personal representative during the administration process. Enhance your expertise – register today!

  • Make the overall process as efficient as possible when working with the personal representative.
  • Gain practical tips for coordinating the efforts and communications of the personal representative during the administration process.
  • Gain valuable tips for handling a client’s final wishes when they spiral into ugly disagreements between the beneficiaries.
  • Help PRs adjust distributions and modify trusts.