CLE - Estate Administration Boot Camp

Master the basics of administering a decedent’s probate estate with this full-day seminar in Bloomington on October 23rd! Follow along as respected estate planning practitioners guide you through the estate administration process – from the initial meeting with clients to closing the estate. Trusts and estate professionals with basic to intermediate practice experience who attend this seminar will better understand: What needs to be discussed during the initial client meeting; how to determine if probate is necessary or appropriate; the appropriate procedures for locating heirs and legatees; how to prepare an Affidavit of Heirship; how to handle claims against the estate; the tax consequences of distributions from the estate; when to use disclaimers and Powers of Appointment; how to create a plan for distribution; how to avoid conflicts of interest; and much more!

The program is presented by the ISBA Trusts & Estates Section and qualifies for 6.0 hours MCLE credit, including 0.75 hour Professional Responsibility MCLE credit (subject to approval).

Click here for more information and to register.

Posted on September 30, 2013 by Chris Bonjean
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