The Ultimate Guide to Probate
August 5, 2016 @ 8:30 am - 4:40 pm
Registration required. Event is hosted by the National Business Institute. Follow link below for details.
Probate practice is becoming an increasingly marketable skill due to the aging population and clients’ reliance on competent attorneys and other professionals who can smoothly guide them through the procedures. In this seminar, several financial and legal professionals with experience in probate will provide you with not only an understanding of the step-by-step probate process, but also with a hard-won knowledge for managing issues regarding executors, creditor claims, inventory/accounting, beneficiary distributions and closing the estate.
ELET Attorney Sarah Malia will present the topics “Maintaining the Estate and Preparing Assets for Distribution” and “Tax Deadlines and Preparing, Coordinating and Filing Returns.”
Who should attend:
– Enrolled Agents
– Trust Officers
– Financial Planners
– Tax Managers/Consultants
Visit the NBI website to learn more about the program, speakers, opportunities to earn continuing education credits, and registration:http://www.nbi-sems.com/