Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, July 27, 2018

CLE on Estate Administration Boot Camp

CLEThe National Business Institute is holding a 2-day conference entitled, Estate Administration Boot Camp, on Monday, August 27, 2018 - Tuesday, August 28, 2018, at the Hilton Garden Inn Charlotte/Ayrsley in Charlotte, North Carolina. Provided below is a description of the event:

        Program Description

Everything You Need to Know About Effectively Administering an Estate

Are you fully confident in your knowledge of the latest court and tax rules, and the most effective transfer tools to ensure each client's estate is laid to rest according to the decedent's wishes, with minimal tax burden? This comprehensive 2-day instruction will give you all the skills you need to administer estates that include trusts and/or business interests without a hitch. Register today!

Don't miss any crucial notice and filing requirements when opening the estate - learn what must be done right away.

Get helpful forms and checklists that will help you in administration.

Understand how income and estate tax deductions interact, and find the most advantageous way to structure the tax returns

Learn how to use disclaimers more effectively.

Clarify what must be done when the trust becomes irrevocable.

Protect your professional reputation with a practical legal ethics guide focused on trusts and estates practice.

Prevent mistakes in final petition and ensure each estate is closed quickly and without disputes.

Who Should Attend

This two-day, basic level seminar is designed for:



Tax Professionals

Financial Planners

Trust Officers/Administrators/Managers


Course Content


Forms of Administration and When They are Used

First Steps and Notices, Executor Duties, Opening the Estate

Marshalling the Assets

Key Intestacy Laws You Must Know

Handling Debts and Claims Against the Estate

Spouse Elective Share and Disclaimers

Legal Ethics in Estate Administration


Income Tax Returns

Portability and Estate, Gift, GST Taxes

Handling Distributions

Business Interests in Estate Administration

Trusts that Affect Estate Administration

Closing the Estate and Final Accounting

Estate and Trust Contests, Disputes, Challenges

Continuing Education Credit

Continuing Legal Education – CLE: 12.00 *

International Association for Continuing Education Training – IACET: 1.20

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 14.00 *

* denotes specialty credits


Conferences & CLE, Elder Law, Estate Administration, Estate Planning - Generally, Estate Tax, Generation-Skipping Transfer Tax, Gift Tax, Income Tax, Trusts, Wills | Permalink


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