Join myLawCLE to learn more about the steps involved in closing probate estates. This session will cover all aspects of final accountings and distributions and will discuss challenges presented by insolvent estates and discharge of the personal representative as well as tax filings and formal or informal closing options. Routine estate issues and unique situations that arise in closing estates will be examined, such as recouping estate assets improperly or prematurely distributed and estate tax apportionment issues. Checklists and sample documents will also be provided.
Key topics to be discussed:
- Final Accounting
- Distribution of Estate to Beneficiaries
- Obtaining Discharge of the Personal Representative
- Petition for Complete Settlement
- Informal Closing
- Formal Closing
- Subsequent Administration
- Tax Returns - What Needs to be Filed and When
[box type="info" border="full"]This CLE program is available in multiple formats, including live and self-study versions. Select an option to begin.
Notice: Self-study versions are made available 7 business days after the original recording date and will be sent in electronic format via email.[/box]
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