Clear the Path to Balanced Final Accounts That Stand up to Court Scrutiny
The final accounting is the apogee of all the hard work the personal representative does in administering the estate. While simple on its face, it can be incredibly frustrating to ensure it's accurate and balanced. This practical guide skips the basics and offers complex strategies and case studies to help you prevent costly delays and disputes. Shed light on the gray areas: from valuation of rare assets to income-producing property, and more. Refine and update your approaches - register today!
Improve the way you structure final accountings to streamline the process and prevent mistakes.
Explore tough scenarios in valuing and recording receipts.
Identify key problem areas in balancing final accounts and get tools for finding and correcting top issues.
Learn how to handle objections to final accounting.
Benefits from seasoned practitioners' experience and analysis.
Ensure tax reporting stands up to scrutiny.
Final Accounting Process Overview
Receipts: Working Through Problematic Scenarios
Structuring, Approving, and Recording Disbursements
Tax Returns, Elections, Complex Questions
Troubleshooting Tips for When the Final Account Won't Balance
Dana A. Dwiggins is the managing partner in the law firm of Solomon Dwiggins Freer & Steadman, Ltd., where she focuses her practice primarily on probate and trust litigation, small business litigation, trust and estate administration, guardianships, and trusts and wills. She routinely represents heirs, beneficiaries, creditors and private and professional fiduciaries in both contested and uncontested matters affecting all aspects of trusts and estates. She has substantial experience litigating matters involving complex claims of breach of fiduciary duty, including claims relating to allocation of investments, accounting discrepancies, valuation of businesses and other assets, sale of assets, estate and income taxes, distributions, and Nevada's Uniform Principal and Income Act. Ms. Dwiggins is a member of the State Bar of Nevada, where she serves as the president of the Probate and Trust Section and member of the Client Security Fund for the Nevada State Bar. She is also a member of the American Bar Association, Clark County Bar Association and the Southern Nevada Association of Women Attorneys. Ms. Dwiggins earned her B.A. degree from the University of Nevada Las Vegas and her J.D. degree from McGeorge School of Law, University of the Pacific.
Paul W. Jones is a partner in the law firm of Hale & Wood, PLLC, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah, and his Masters of Prof. Accountancy degree from Weber State University.
Jeffrey W. Lambert is the principal of the law firm of Jeffrey W. Lambert, P.A., in Wayzata, Minnesota. He has more than 35 years of experience practicing in the areas of estate planning, probate, criminal defense and commercial real estate. In addition to practicing law, Mr. Lambert has taught estate planning and probate seminars, sharing his knowledge with others in the field. He is a member of the American Bar Association, the Hennepin County Bar Association, the Minnesota State Bar Association, the Wayzata Historical Society, and the Suburban Prosecutor's Association. Mr. Lambert is one of the founding board members of the Wayzata Crime Prevention Coalition. He earned his B.A. degree, cum laude, from the University of Minnesota and his J.D. degree from the University of Minnesota.
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