Adriann McGee and Mary Kraft will present Distribution & Closing of the Estate.
Topics include:
- Sample Forms, Agreements and Documents Needed
- Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
Real Estate- 401Ks, IRAs, Pensions and Life Insurance Policies
- Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
- Distributions in Kind
- Distribution to Minors, Surviving Spouse and Trusts
- Disposition of Unclaimed Assets
- Proper Settlement of the Estate
- Formal and Informal Estate Accountings
- Choosing the Appropriate Closing Procedure
- Compensation and Discharge of the Personal Representative
