Keith Broady spoke on June 23, 2008 at the Probate Practice: The Essential Basics seminar presented by the National Business Institute. Keith’s topics were Closing the Estate and Ethics in Probate Practice.
Program description:
- Closing the Estate
- Timing of Distributions
- Transfer of Probate and Non-probate Assets
- Distributions to Minors and Trusts
- Preparing the Final Account
- Petition for Complete Settlement
- Obtaining Discharge of the Personal Representative
- Ethics in Probate Practice
- Performing Competent Legal Services
- Identifying the Client
- Avoiding Conflicts of Interest
- Distinguishing Privileged and Non-Privileged Communication
- Keeping the Client Informed
- Establishing Attorneys’ Fees
