CLE on Top Challenges in Estate Administration
The National Business Institute is holding a 2-day seminar entitled, Top Challenges in Estate Administration, on Monday, September 24, 2018 – Tuesday, September 25, 2018 at DoubleTree by Hilton Hotel Annapolis in Annapolis, MD. Provided below is a description of the event:
Program Description
Prevent the Estate Administration Process From Getting Bogged Down in Problems
Complex estates, poor planning, dysfunctional families and other hitches can quickly complicate an estate administration. Do you know how to handle these snags without tacking on unnecessary expenses or prolonging the process? In this program, seasoned faculty will teach you how to avoid or troubleshoot common problems and settle an estate as efficiently as possible. Fine tune your estate administration skills – register today!
Minimize frustrations by helping clients understand the process and time it takes.
Determine what to do with missing wills or interpretation problems.
Find out how to best deal with the personal representative gone rogue.
Troubleshoot a variety of asset issues, including missing assets, real estate problems and more.
Gain best practices for handling complicated creditor claims.
Pick up tips for overcoming frustrations with income tax returns.
Make the right decisions when it comes to portability and estate, gift and GST tax dilemmas.
Discover how others deal with difficult or uncooperative beneficiaries and heirs.
Avoid conflicts of interest and other legal ethics challenges in estate administration.
Get real-world solutions to final accounting and closing conundrums.
Who Should Attend
This two-day, intermediate level seminar is designed for:
Attorneys
Accountants/CPAs
Tax Professionals
Financial Planners
Trust Officers/Administrators/Managers
Paralegals
Course Content
DAY 1
Client Misunderstandings About the Process
Impediments to Initial Steps and Notices, Opening the Estate
Personal Representative/Trustee Problems
Marshalling the Assets: Key Complications
Creditors’ Claims Frustrations
Spouse Elective Share and Disclaimer Difficulties
DAY 2
Income Tax Return Troubles and Tips
Portability and Estate, Gift, GST Tax Headaches
Beneficiary and Heir Problems
Distribution Dilemmas
Legal Ethics Challenges in Estate Administration
Final Accounting and Closing Hitches
Sticky Estate and Trust Contests, Disputes, Challenges
Continuing Education Credit
Continuing Legal Education – CLE: 13.50 *
International Association for Continuing Education Training – IACET: 1.40
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 16.00 *
* denotes specialty credits