Distinguish and Properly Transfer All the Decedent's Assets
No two estates are alike: the assets that comprise them are as varied and unusual as the people who've amassed them. Do you have the tools to bring order into chaos? This practical guide breaks down the key steps of the estate administration process with a special focus on discovering, managing, valuing, and dividing key probate assets. Register today!
Distinguish between probate and non-probate assets and shed light on the gray areas.
Explore the rules of intestacy and common elective share approaches.
Accurately determine the value of various assets.
Plan for tax implications of distributions and improve basis step-up planning.
Guard your professional reputation with a legal ethics guide tailored to probate practice.
Who Should Attend
This legal guide is designed for attorneys. Accountants, fiduciaries, and paralegals will also benefit.
Probate vs. Non-Probate Assets, Intestate Inheritance Rules, Decedent's Share of Assets
Asset Discovery, Marshalling, and Inventory
Special Considerations in Handling Income-Producing Assets
Regulatory Ethics: 1.00Specialized Knowledge: 6.00
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of the estate administration process. No advanced preparation is required.Upon completion of this course, attendees should be able to:1. List three types of commonly probated assets.2. List three common elements of the final accounting.3. List three tax forms used in probate.Field(s) of Study -- Specialized Knowledge; Regulatory Ethics.
THAIS AMARAL TELLAWI is a managing partner with the law firm of Amaral Tellawi Law, where she focuses her practice on estate planning, including wills, trusts, guardianship, and probate. Ms. Tellawi represents individuals, families and business owners. She is a member of the State Bar of Texas, Attorneys in Tax and Probate, and National Association of Financial and Insurance Advisors. Ms. Tellawi earned her B.A. degree from the University of Houston and her J.D. degree from Texas Southern University.
STEVEN A. KASS is a solo practitioner in Melville, New York and for the past 27 years has concentrated his practice in estate planning and elder law, planning for persons with special needs, wills, trusts, and guardianships. He is a certified elder law attorney through the National Elder Law Foundation. Mr. Kass is a member of the Nassau County, Suffolk County, New York State, and American bar associations; as well as the National Academy of Elder Law Attorneys, National Elder Law Foundation and the Academy of Special Needs Planners. Mr. Kass earned his B.A. degree from the State University of New York at Stony Brook, and his J.D. degree and a certificate in health law and policy from Pace University School of Law.
ERIC LADLEY, CELA, is an attorney with Montco Elder Law, LLP, where he focuses his practice in the areas of estate planning, long-term care planning, estate administration, and guardianships. He is certified as an elder law attorney by the National Elder Law Foundation. Mr. Ladley also is accredited by the Veterans Administration to represent veterans and can prepare, present and prosecute claims before the department. He is a member of Montgomery County Bar Association, Pennsylvania Association of Elder Law Attorneys and Lycoming Law Association. Mr. Ladley earned his B.A. degree from George Washington University and his J.D. degree from Penn State Dickinson School of Law.
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