This program will use a case study to illustrate when Small Estate Administration, Spousal Year’s Allowance, and full Probate Estate Administration are necessary. We will discuss the procedures for determining creditors, marshaling assets, personal and fiduciary tax returns, Medicaid estate recovery, payment of creditor claims, and distributions to heirs. We will also discuss the importance of family agreements when administering an estate and estate plan design considerations for clients whose estates will require probate administration.
 

2 hours General CLE Credit Pending