Get a Practical Overview of the Tasks and Processes of Managing and Closing an Estate
Administering an estate according to the grantor's wishes, to the beneficiaries' satisfaction, without waste or delay, is an art as much as it is a science. This practical legal guide offers checklists and step-by-step guidance for structuring the process and ensuring all assets are accounted for and distributed correctly. Register today!
Come away with additional resources and tips for gathering initial documents and marshalling assets.
Improve your estate inventory process with advice from the pros.
Learn how to properly issue creditor notices and respond to creditor claims.
Ensure impeccable asset management and reporting to prevent disputes.
Review common issues that may prevent the final accounting from balancing.
Who Should Attend
This legal course is designed for attorneys. It will also benefit accountants, wealth managers, executors, and paralegals.
Gathering Information, First Client Meeting, Useful Resources to Prepare
Opening the Estate and Marshalling Assets, Inventory
Estate Management and Reporting
Distributions, Final Accounting, and Closing the Estate
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 3.50 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 a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to:1. Provide two examples of items that must be included in the estate inventory2. Recall at least two tax forms filed in estate administration.3. List at least two common estate disputes.Field(s) of Study -- Specialized Knowledge.
ELIZABETH A. INGOLD is the owner of Ingold Law PLLC, where she counsels families and individuals in all stages of life to achieve lifetime and testamentary goals. She excels in tailoring sophisticated estate plans to conserve and transfer wealth, to preserve businesses, real estate and other assets. Ms. Ingold is a member of the National Academy of Elder Law Attorneys, New York State Bar Association, Erie County Bar Association, and the Financial Counselors of Western New York. She earned her B.A. degree from State University of New York at Geneseo and her J.D. degree with a concentration in estate planning from Albany Law School.
VINCENT J. SCHILLECI III is a shareholder with the law firm of Dominick Feld Hyde, P.C., in Birmingham, Alabama. Mr. Schilleci focuses his practice on legal matters involving business planning, succession planning, real estate, taxation, estate planning and probate administration. He frequently partners with business owners and professionals, providing unique solutions to ensure an efficient transfer of ownership of closely held companies to the next generation. Mr. Schilleci also works with families of children with special needs to preserve government benefits eligibility for such children, while ensuring they maintain the quality of life to which they are accustomed. He earned his B.S. degree from the University of Alabama, his J.D. degree from the University of Alabama School of Law, and his LL.M. in taxation from New York University School of Law.
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