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Estate Administration from Start to Finish

April 25, 2018

Adam’s Mark Buffalo Niagara

April 25, 2018 (8:30am-4:40pm)

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Program Description

Whether you’re new to estate administration or need a basic refresher, you’ll receive a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation and procedures for correctly closing the estate. You’ll also learn how to correctly deal with thorny estate administration debt issues including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish – order today!

Course Content

  1. Commencement of Proceedings and Information Gathering
  2. Initial Steps to the Estate Administration Process
  3. Marshalling Assets
  4. Handling Creditor Claims and Debt
  5. Complex Issues in Estate Administration
  6. Handling Estate Administration Tax Issues
  7. Distribution and Closing of the Estate
  8. Ethics and Estate Administration