CLE on Estate Administration From Start to Finish
The National Business Institute is holding a conference entitled, Estate Administration From Start to Finish, on Tuesday, September 11, 2018, at the Best Western Plus Ramkota Inn in Sioux Falls, North Dakota. Provided below is a description of the event.
Program Description
A Step-By-Step Guide to Estate Administration
Designed for attorneys who are new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You’ll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish – register today!
Learn how to meet every deadline, follow procedures and complete essential forms.
Identify key estate administration pitfalls you need to avoid.
Acquire strategies to ensure you can help your clients through every step of the probate process.
Manage your client’s entire estate administration procedures properly and effectively.
Learn how to tackle complex estate administration issues such as tax issues, jointly held assets and will contests.
Understand how to properly transfer and distribute assets.
Explore proper procedures and processes when dealing with insurance claims and debt during estate administration.
Gain a better understanding of the probate court’s procedures so that you can avoid common pitfalls and mistakes.
Get the latest information on allowances and elections against the will.
Identify how to properly distribute assets to minors, surviving spouses and trusts.
Who Should Attend
This basic-to-intermediate level seminar is designed for professionals who want to be more effective in the estate administration process, such as:
Attorneys
Paralegals
CPAs and Accountants
Financial Planners and Wealth Managers
Tax Professionals
Trust Officers
Course Content
Initial Steps and Information Gathering
Marshalling Assets
Handling Creditor Claims and Debt
Complex Issues in Estate Administration
Handling Estate Administration Tax Issues
Distribution and Closing of the Estate
Ethics and Estate Administration
Continuing Education Credit
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
* denotes specialty credits