Estate Administration 101 – A practical focus 2018

Description

How to administer an estate from start to finish

This webinar will work through the steps involved in the administration of an estate.

The following topics will be covered during this webinar:

  • Death 
  • Dealing with grieving family members 
  • Understanding & carrying out the terms of the last will or on an intestacy 
  • Attending the first meeting – the all important information gathering stage 
  • Advising lay executors about their role and responsibilities 
  • Looking after key relationships and reporting to the family, executors and beneficiaries of the estate 
  • A brief look at the various High Court applications to obtain a grant of probate and letters of administration 
  • Collecting in the assets and paying the liabilities 
  • Important dates and timeframes during the estate administration process 
  • Taxes and Distribution of the estate 

Time-permitting we will discuss some of the common issues estate administrators face in a typical (non-contested and contested) estate.

This session will suit newcomers and intermediate level practitioners, Legal Executives, Personal representatives and Executors, Trust officers and Estate Administrators.

LEARNING OUTCOMES

You will understand how to administer an estate in a logical and systematic manner. You will be more confident running an estate administration meeting and reporting to the executors and beneficiaries.

 You will have a better understanding of the legal aspects of estate administration, including proving the Will, High Court applications, executor liability and more. 

SUITED TO

This webinar will suit newcomers and intermediate level practitioners, Legal Executives, Personal representatives and Executors, Trust officers and estate administrators

PRESENTER

Ala Sonti, General Counsel, Anchor Trustees

1.5 CPD hours

  • Jul 26
    Thu, 10:30 AM NZST - 12:00 PM NZST Online
    • $210.00 excl. GST

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.