ICLE | Common Issues in Estate Administration
Common Issues in Estate Administration
| Level: Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

Probate or trust administration is an involved legal process. Our two probate and estate planning experts discuss best practices for getting the information needed to open a probate or trust administration and for guiding the personal representative or trustee through the notice requirements and the closing of the estate. Successfully facilitate family meetings and appropriately end your representation.

Watch so you can:

  • Conduct initial client meetings
  • Identify and be sensitive to interpersonal and family dynamics
  • Effectively guide the trustee through the trust administration process
  • Successfully end your representation at the conclusion of the administration
Available Formats
Lindsay Cummings reminds us of some special issues involving charitable beneficiaries in a trust administration....
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