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The Ultimate Guide to Probate

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National Business Institute
December 18, 2018

Please click here for more information or to register.

PROGRAM DESCRIPTION

Your Comprehensive Probate Guide - with an Eye on the Assets

Probate practice is becoming an increasingly marketable skill due to the aging population and clients' reliance on competent attorneys and other professionals who can smoothly guide them through the procedures. In this seminar, our esteemed faculty will provide you with not only an understanding of the step-by-step probate process, but also with a hard-won knowledge for managing issues regarding executors, creditor claims, inventory/accounting, beneficiary distributions and closing the estate. Enhance your practice - register today!

WHO SHOULD ATTEND

This basic-to-intermediate level probate program is for Attorneys, Accountants, Enrolled Agents, Paralegals, Trust Officers, Financial Planners, Tax Managers/Consultants, Auditors/Treasurers, and Tax Preparers.

COURSE CONTENT

  1. The Probate Process Explained
  2. Distinguishing Between Probate and Non-Probate Assets
  3. Inventory and Satisfying Creditor Claims
  4. Maintaining the Estate and Preparing Assets for Distribution
  5. Tax Deadlines and Preparing, Coordinating and Filing Returns
  6. Beneficiary Distributions, Final Account and Closing of the Estate
  7. Medicaid Estate Recovery Rules, Remedies and Appeals
  8. Ethical Practice Considerations and Concerns in Probate

CREDITS

Continuing Legal Education
CLE 6.70 - DE
CLE 6.50 - PA/NJ
Financial Planners – Financial Planners: 8.00

CPE for Accountants/NASBA: 8.00

TIME

8:30 a.m. - 4:30 p.m. 

LOCATION

Sheraton Wilmington South Hotel
365 Airport Road
New Castle, DE 19720

SPEAKERS

Practice Areas

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