1-Hour Program

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Overview

Administering an estate is a job. Responsibilities of an executor or administrator include the collection of assets, preparation of estate and final income tax returns, payment of all estate tax and administrative expenses of the estate, and delivery of assets to the intended beneficiaries or trustees of trusts established by a decedent. Because of the immense responsibilities and duties that the role entails, it is critically important to select individuals who will approach the task with the diligence it requires. This Briefing will address:

  • What are the fiduciary responsibilities of an executor or administrator? [20 minutes]
  • What are the consequences if someone assumes a fiduciary role without being formally appointed?   [20 minutes]
  • What traits or qualifications should you look for when selecting an executor or administrator?  [20 minutes]

Join expert faculty for an in-depth discussion on these issues and other relevant concerns that may be facing estate planning and fiduciary professionals.

 

Program Level: Update

Intended Audience: Attorneys, accountants, CPAs, estate-planning and financial-planning professionals

Prerequisites: None

Advanced Preparation: None

 

 

Faculty:

Yolanda Y. Kanes, Tannenbaum Helpern Syracuse & Hirschtritt LLP

Maryann C. Stallone, Tannenbaum Helpern Syracuse & Hirschtritt LLP

 

Credit Details

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