https://www.nbi-sems.com/ProductDetails/83869ER?ctname=SPKEM
Estate Administration Boot Camp Everything You Need to Know about Effectively Administering an Estate
& & &
Hugh C. Wood and other Speakers
Seminar
Estate Administration Boot Camp
Everything You Need to Know about Effectively Administering an Estate
DATE
2 Day Seminar
Wednesday, November 20, 2019 -
Thursday, November 21, 2019
TIME
November 20 - 9:00 AM - 4:30 PM
November 21 - 9:00 AM - 4:30 PM
PRODUCT ID#
83869ER
LOCATION
Cobb Galleria Centre
2 Galleria Parkway Southeast
Atlanta, GA 30339
View in Google Maps
CREDIT INFORMATION
Continuing Legal Education
12.00 - GA CLE
including - Ethics: 1.00
CPE for Accountants
14.00 - CPE for Accountants/NASBA
including - Regulatory Ethics: 1.00
Specialized Knowledge: 5.00
Taxes: 8.00
Other
1.20 - IACET
Basic
ESTATE PLANNING, TRUSTS & PROBATE
SELECT A COURSE FORMAT
PRE-ORDER
OnDemand Audio
$575.00
PRE-ORDER
Audio Download
$575.00
PRE-ORDER
Audio CD
$575.00
Seminar
$575.00
Course book included with all formats
OVERVIEW
AGENDA
CREDIT
SPEAKER
HELP
Program Description
Everything You Need to Know about Effectively Administering an Estate
Are you fully confident in your knowledge of the latest court and tax rules and the most effective transfer tools to ensure each client's estate is laid to rest according to the decedent's wishes, with minimal tax burden? This comprehensive 2-day instruction will give you all the skills you need to administer estates that include trusts and/or business interests without a hitch. Register today!
https://www.nbi-sems.com/ProductDetails/83869ER?ctname=SPKEM
Don't miss any crucial notice and filing requirements when opening the estate - learn what must be done right away.
Get helpful forms and checklists that will help you in administration.
Understand how income and estate tax deductions interact and find the most advantageous way to structure the tax returns
Learn how to use disclaimers more effectively.
Clarify what must be done when the trust becomes irrevocable.
Protect your professional reputation with a practical legal ethics guide focused on trusts and estates practice.
Prevent mistakes in final petition and ensure each estate is closed quickly and without disputes.
Who Should Attend
This two-day, basic level seminar is designed for:
Attorneys
Accountants/CPAs
Tax Professionals
Financial Planners
Trust Officers/Administrators/Managers
Paralegals
Course Content
DAY 1
Forms of Administration and When They are Used
First Steps and Notices, Executor Duties, Opening the Estate
Marshalling the Assets
Key Intestacy Laws You Must Know
Handling Debts and Claims Against the Estate
Spouse Elective Share and Disclaimers
Trusts that Affect Estate Administration
DAY 2
Income Tax Returns
Portability and Estate, Gift, GST Taxes
Handling Distributions
Business Interests in Estate Administration
Legal Ethics in Estate Administration
Closing the Estate and Final Accounting
Estate and Trust Contests, Disputes, Challenges
