On Demand

Essentials

The Nuts and Bolts of Estate Administration

1h

Created on March 23, 2023

Intermediate

CC
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Course Price

$79


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Overview

This program, taught by Leah Del Percio of Trustate, provides a comprehensive overview of the process of managing and distributing the assets of a deceased person. It covers the key concepts and steps involved in estate administration, including the probate process, asset and liability discovery, asset and liability management, payments and taxes, distributions, estate closure, settlement and final distributions. Ms. Del Percio will cover these phases in detail and provide guidance on how to navigate the legal and administrative aspects of estate administration, as well as tips and best practices for managing and distributing assets in an efficient and fair manner. She will also discuss and fact-check common myths about handling estate administrations.

"The Nuts and Bolts of Estate Administration" is a comprehensive resource for legal professionals looking to gain a deeper understanding of the estate administration process and the legal and administrative requirements involved.


Learning Objectives:

  1. Explore all phases of the estate administration process 

  2. Navigate the legal and administrative process of estate administration

  3. Manage and distribute assets in an efficient and fair manner

  4. Identify and fact check common myths about handling estate administration


Credits

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