Register: https://ipe-sems.com/products/99421

Overview

Refine Your Estate Management Skills

To effectively deal with complex issues in marshaling and managing estate assets during probate, paralegals need specialized skills and knowledge. This practical legal course outlines top paralegal tactics in investigating financial accounts, recording complex assets, troubleshooting distributions, and staying organized throughout it all. Hone your skills - register today!

• Identify and value unique assets, and learn how to handle niche markets and specialist appraisers.
• Determine the true value of family businesses and ensure continuity during probate.
• Come away with specialized knowledge of commercial real estate and property management.
• Take a page out of forensic accounting book to improve your financial investigation acumen.
• Resolve insolvency issues and gauge what constitutes reasonable expense in managing estate assets.

Abbreviated Agenda

1. Investigating Financial Accounts and Unique Assets
2. Inventory and Appraisal: Complex Reporting Issues
3. Financial Management: Unusual Expenses and Estate Upkeep Issues
4. Managing Assets Located in Different States or Countries
5. Asset Title Issues
6. Staying Organized: Best Practices