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Take advantage of our national connections
to find your next career opportunity!
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A Loss for the Paralegal Profession |
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The legal community is currently mourning the loss of two experienced and passionate paralegals from Utah who worked at Howard, Lewis & Petersen, P.C. in Provo, Utah, Leuzi Cardoso and Heather Finch. Heather was a long time speaker for IPE and was warmly received every time she spoke. (Unfortunately, we never had the opportunity to work with Ms. Cardoso). The passing of both of these professionals is a significant loss for the paralegal community in Utah and they will be greatly missed. |
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10 Tips for Effective Estate/Trust Administration
guest author: Kay M. Sowa
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- Consider sending a fiduciary overview letter or other document which sets forth tasks to be completed.
- Keep your beneficiaries informed by way of periodic communications.
- Use qualified appraisers for valuations.
- When filing estate or inheritance tax returns, have adequate supporting documentation to accompany them.
- Establish professional contacts.
- Keep current of the constant changes in the law.
- Consider sending all mailings to tax authorities by certified mail, return receipt requested.
- Know how to contact the fiduciaries.
- Don't be afraid to be the "heavy".
- Lastly, be professional.
View Full Article as PDF... [cToolsOfTheTradeSeptember2010.pdf] |
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The Estate Timetable and What Needs to Be Done
guest author: Kimberly A. Herrick
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- Initially (Within the First 30 Days)
- First 2-3 Months
- Remainder of the First Year
View Full Article as PDF... [cQuickTipsSeptember2010.pdf] |
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