Susie King will serve as one of the faculty on the National Business Institute’s continuing education program “Asset-Based Guide to Probate” on June 27. The program, which is a live video webcast, will provide a detailed guide to the probate court procedure and instructions on how assets are held, moved and taxed. The participants will:
- Walk through the probate procedure and get a firm timeline of events;
- Learn what assets are excluded from probate and how to maximize the use of these exceptions;
- Get detailed instructions for handling all forms of real estate ownership in probate;
- Find new ways of maximizing spousal share deductions;
- Find out what to do with property that cannot be sold;
- Adapt new post-mortem planning techniques;
- Analyze each element of an effective final accounting to prevent reopening estates; and
- Understand how to identify clients with real-life scenarios and stay firmly within legal ethics bounds.
