Total Credits: 7.0 (3.0 Skills, 3.0 Professional Practice, 1.0 Ethics)
This recurring, popular, basic-level program will explore the various proceedings involved in probate and estate administration. Experienced practitioners in the field will take you step-by-step through the actual administration of an estate, from determining the nature and extent of a decedent’s assets and liabilities to discussion of tax issues that may affect the beneficiaries of the estate. Ethical considerations for attorneys handling estates will also be covered, as well as accounting requirements for wrapping up a decedent’s estate. Where appropriate, the faculty will highlight the particular procedure and process in Surrogate’s Court with which you should be familiar in order to handle probate and administration matters effectively in that forum.
Whether you are just beginning a trusts and estates practice and want to gain a solid overview of the probate and administration process, or you are experienced and want to confirm your skills and knowledge are up to date, this program will be useful to you.
Topics to be included:
• The various proceedings involved in probate and estate administration
• How to go step by step through the actual administration of an estate
• The ethical considerations for attorneys handling estates
• Accounting requirements for wrapping up a decedent’s estate
