Utilizing and Administering Non-Probate Transfers

04/03/2019 - 12:30 PM to 1:30 PM
This program will provide an overview of the various types of non-probate transfers. It will include how to utilize these transfers to benefit your client and how to administer the assets upon a client’s passing. There will be time for questions and discussion at the end....
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Introduction to Estate Settlement

05/01/2019 - 12:30 PM to 1:30 PM
This program will provide an overview of the basic steps to administer the estate of a deceased person, including probate, paying debts, satisfying creditor claims, preparing income and estate tax returns, accountings, and the distribution of the decedent’s assets....
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