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).