Estate Administration Basic Skills 2017 - Build Your Practice Out of Stock
Co-sponsored by the Colorado Bar Association Trust & Estate Section
Quantity
Febuary 2017
Estate Administration Basic Skills 2017 - Build Your Practice
Co-sponsored by the Colorado Bar Association Trust & Estate Section
Program Highlights:
At the end of this jam-packed day, you will better understand how to—
- Open an estate
- Distinguish between probate and non-probate assets
- Conduct the initial client interview
- Identify family conflict
- Counsel the fiduciary through the administration process
- Assess elective share rights
- Obtain a taxpayer ID number for the estate or trust
- Complete the personal representative’s deed
- Deal with creditors’ claims
- Prepare interim and final accountings
… and much more!
Program Description:
Estate administration is a process with many details and deadlines. Therefore, it is vital to your trust and estate practice that you have a well-organized plan from the time the estate is opened until it is closed.
Attend this program to develop your estate administration timeline. Hear top experts give you the essential steps in areas such as tax, the elective share, creditors’ claims, real estate matters … and much more!
After this program, the next time the administration of your client’s estate becomes complex, you’ll have those complexities well in hand, because you will have attended this program, and will have the confidence to confront those issues head on.
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $369.00 USD
- Member Price $339.00 USD
- General Credits 8.00
- Ethics Credits 1.00
- EDI Credits