Estate Administration Procedures: Why Each Step is Important

Keith Broady spoke on June 25, 2007 at Estate Administration Procedures: Why Each Step is Important, presented by the National Business Institute.  Keith’s topics were “Being Thorough to Close the Estate Without a Hitch” and “Common Issues to be Prepared for in Litigation and Probate.”

 

Program description:

  • Being Thorough to Close the Estate Without a Hitch
    • Alternative Methods: Knowing Your Options
    • Timing of Distributions: How Long do Beneficiaries Have to Wait Until They Get Their Money?
    • Steps Involved in Transferring Jointly-Held Assets
    • Transferring Other Probate and Non-Probate Assets
    • Considerations for Handling Distributions to Minors and Trusts
    • Ensuring Thorough Accounting and Settlement of the Estate
    • Compensation and Discharge of the Personal Representative
  • Common Issues to be Prepared for in Litigation and Probate
    • Title and Discovery of Assets
    • Contested Claims and Contingent Liabilities
    • Marital Agreement Concerns
    • Contested Wills and Alternatives: Is it Valid to Disagree?