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 Pennsylvania series.
JOHN W. METZGER is a partner in the Lancaster firm of Metzger and Spencer, LLP, where he practices in the areas of taxation, probate, trusts, estate planning, business entities, real estate, orphans court practice, orphans court litigation, and zoning law. He is chairman of the Lancaster Township Zoning Hearing Board. Mr. Metzger is a member of the Lancaster and Pennsylvania bar associations. He recently completed his term as a member of the Real Property Probate and Trusts Law Section Council. Mr. Metzger has volunteered and served as the estate planning expert for Wills for Heroes. He served several terms as a trustee of the Heritage Center Museum of Lancaster County, as well as chairman of its Planning and Giving Committee and chairman of the Heritage Museum at Penn Square. Mr. Metzger recently concluded service on both the Board of Directors and Executive Committee of the Historic Preservation Trust of Lancaster County and as a member of the Preservation Action Committee. He earned his B.A. degree, cum laude, from the University of Richmond and his J.D. degree from Temple University School of Law.
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