Fully Account for the Assets and Expenses of the Estate
This practical legal guide zeroes in on one of the toughest aspects of estate administration: the estate inventory and final accounting. Simplify your processes and prevent mistakes with our experienced attorneys' hard-won advice and practice tools. Register today!
Distinguish between probate assets, beneficiary designation accounts and other non-probate assets.
Address and record creditor claims and estate expenses.
Get a quick overview and update on tax reporting for estates.
Review and discuss a sample final accounting document to ensure you're not missing crucial information.
This course is part of the Estate Administration in New Mexico series.
This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 2.0 hour of self-study credit, including 0.0 hours of self-study ethics credit. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
JULIA D. CATRON is a member with Catron, Catron, & Glassman, P.A., where her practice areas are estate planning, trust and estate administration, and fiduciary work. Ms. Catron is admitted to practice in New Mexico. She is a member of the State Bar of New Mexico (Board of Directors for the Elder Law Section). Ms. Catron earned her B.A. degree, magna cum laude, from Boston University; and her J.D. degree, cum laude, from the University of New Mexico School of Law.
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