- Posted January 04, 2022
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Webinar looks at 'Estate Administration' on Jan. 12
The National Business Institute will present the live video webinar "Estate Administration From Start to Finish" on Wednesday, January 12, from 10 a.m. to 5 p.m.
Designed for those who are new to estate administration or need a basic refresher, this course will provide attendees with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. Participants will also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership, and complex tax issues. Attendees will:
- Learn how to meet every deadline, follow procedures, and complete essential forms.
- Identify key estate administration pitfalls you need to avoid.
- Understand how to properly transfer and distribute assets.
- Explore proper procedures and processes when dealing with insurance claims and debt during estate administration.
- Get the latest information on allowances and elections against the will.
- Identify how to properly distribute assets to minors, surviving spouses and trusts.
This legal program is designed for attorneys. It will also benefit CPAs and accountants, wealth managers, tax planning specialists, trust officers, tax managers, and paralegals.
Cost for the webinar is $389 which includes the course book. To register, call 1-800-930-6182 or visit www.nbi-sems.com.
Published: Tue, Jan 04, 2022
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