Estate administration can be a difficult task, especially if there has not been careful planning.
The more you know about estate tax and the basic principles of valuation, the more effectively you can represent the best interests of your client whether facing a simple or complex estate administration matter.
This intermediate-level seminar will give you the information you need to address some of the more sophisticated issues you may confront when administering all types of estates, from pre-probate procedures through distribution of the assets. It will also give you the confidence you need to enhance your performance in this area and provide the best outcome for the clients you represent. Explore advanced issues involved in the estate administration process, including: • Will Contests • Disclaimers as a Post-Mortem Planning Tool • Post-Mortem Distributions From Qualified Plans and IRAs • Elective Share of the Surviving Spouse • Funding of Trusts • Treatment of Hard to Value Assets • Preparing Federal and New Jersey Estate and Inheritance Tax Returns • Income Tax Issues for the Estate and Trusts ...and more!
NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.9 hours of total CLE credit.