Date: Thursday, July 13, 2017
Time: 8:30 AM – 4:40 PM
Product ID#: 76170ER
Location:
O’Callaghan Annapolis Hotel
174 West Street
Annapolis, MD 21401
Program Description
Key Estate Administration Oversights and How to Prevent Them
Estate administration is a highly detailed process involving many people and widely varied assets. Don’t let simple (and not so simple) mistakes slip by you and wreak havoc. This practical course will take you through the administration process step by step, teach you how to spot red flags and potential oversteps and help you find solutions along the way. Register today!
•Determine what form of administration can and cannot be used in specific cases.
•Prevent fiduciary mistakes and conflicts.
•Clarify treatment of assets that pass outside the will.
•Spot distributions mistakes that can lead to reopening of the estate.
•Correct common mistakes in fiduciary returns.
•Protect your professional reputation with an applied legal ethics guide.
Who Should Attend
This intermediate level seminar is designed for:
•Attorneys
•Accountants and CPAs
•Estate Planners
•Fiduciaries
•Tax Preparers
•Trust Officers
•Financial Planners
•Paralegals
Course Content
I.Early Mistakes That Can Derail the Entire Administration
II.Insufficient Knowledge of the Estate Administration Process and Rules
III.Inventory, Appraisement and Creditor Claim Pitfalls
IV.Personal Representative Problems
V.Tax Issues and How to Prevent Them
VI.Distribution, Final Accounting, and Estate Closing Mistakes
VII.Legal Ethics Oversights and Oversteps
VIII.Unpreparedness for Disputes and Litigation
Continuing Education Credit
Continuing Legal Education – CLE: 7.00 *
Financial Planners – Financial Planners: 8.00
International Association for Continuing Education Training – IACET: 0.70
National Association of State Boards of Accountancy – CPE for Accountants: 8.00 *
Professional Achievement in Continuing Education – PACE: 8.00 *
* denotes specialty credits
