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Asset-Based Guide to Probate

National Business Institute, King of Prussia, PA | July 22, 2015

Bill Hussey, Chair of the Tax and Estates Group, presents at the National Business Institute's program "Asset-Based Guide to Probate." The full-day program prepares attendees for any eventuality when probating an estate.

Bill will lead four parts of the program, addressing the following topics:

"Unique Assets"

  • Antiques
  • Art
  • Online Accounts
  • Specific Valuation Considerations
  • Taxation of Unique Assets
  • Property That Cannot Be Sold

"Ethics"

  • Who Is Your Client? Dealing With All Interested Parties
  • Conflicts of Interest
  • Attorney Fees
  • Fiduciary Liability
  • Privileged vs. Non-Privileged Communications

"Property In Other States - Ancillary Probate"

"Final Accounting and Tax Returns"

  • Final Accounting
  • Distribution of Estate to Beneficiaries
  • Discharge of Fiduciary
  • Tax Returns - What Needs to be Filed and When

Click here for additional information, included registration details.

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