About This Course
Successfully administering an estate requires more than understanding probate procedures—it demands careful management of legal, financial, and fiduciary obligations throughout the administration process. This CLE program provides attorneys with a practical roadmap for handling estates from the appointment of the personal representative through the final settlement of the estate.
The course explores the duties of fiduciaries, the collection and transfer of estate assets, creditor and beneficiary issues, accountings, tax reporting requirements, and the distribution of assets under both wills and trusts. Attendees will also examine common administrative challenges, strategies for reducing fiduciary risk, and practical considerations for bringing an estate to an efficient and orderly conclusion.
