Putting the Case to Rest: Closing the Estate

Jesse Beier spoke at the NBI Seminar, The Probate Process From Start to Finish, on August 30, 2017.  Jesse presented “Putting the Case to Rest: Closing the Estate.”

 

Your Fundamental Guide to Probate

So your client wants you to handle a probate case – do you know where to start? Do you know the proper procedures to use, as well as the law? At this seminar, our experienced faculty will give you detailed, step-by-step information to confidently and ably navigate the system. Gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. Enroll today!

  • Get a step-by-step walk through of a probate case complete with practice tips from seasoned practitioners.
  • Implement a complete estate timetable in order to know what needs to be done – and when.
  • Effectively guide the executor and the administrator through their various duties.
  • Avoid problems arising from creditors’ claims and insolvency with our powerful strategies.
  • Know the secrets to confidently handling a spouse’s elective share.
  • Forestall disagreements between beneficiaries: adhere to the guidelines of precedence in case of intestacy.
  • Get results for your client! Explore successful strategies for litigating in probate court.
  • Follow thorough closing procedures so accounting is complete before distribution takes place.

 

Session description:

A. Final Accounting

B. Distribution of Estate to Beneficiaries

C. Discharge of Fiduciary

D. Tax Returns – What Needs to be Filed and When