About The Probate Process in Texas 2019
THE PROBATE PROCESS IN TEXAS, HOUSTON, APRIL 16-17, 2019
Someone passed away recently, and you or your client is the executor of their estate. Where do you begin? Do you know all you need to properly marshal assets, handle creditors' claims, save on taxes, complete distributions and close the estate without a hitch? This information-packed, 2-day program will build your knowledge on all aspects of the probate process. Get a complete look at everything that must happen to wrap up a decedent's affairs, and be prepared for the common issues that can arise - register today!
- Walk through the overall probate process and know what must be done and when.
- Understand the steps and documents required to petition for probate and open the estate.
- Learn how property should be distributed when there is no will.
- Know what the inventory of assets should include and how assets are valued.
- Distinguish which assets will vs. will not need administration under probate court supervision.
- Examine how creditors' claims are handled and what happens if the decedent was a Medicaid recipient.
- Review income tax considerations for the decedent and the estate.
- Discover what you can do to minimize tax burdens post mortem.
- Find out how certain issues should be addressed on the final accounting and schedules.
- Probate Process, Timeline and Checklist
- Probate vs. Non-Probate Assets
- The Petition and Appointment of the Personal Representative
- Intestacy Laws and the Spousal Elective Share
- Inventory, Valuation and Management of Assets
- Tax Deadlines, Forms and Returns
- Post-Mortem Tax Planning
- Creditor Claims and Medicaid Estate Recovery
- Distributions: Asset Sales and Transfers
- Final Accounting and Estate Closing Checklist
- Digital Assets in Probate
WHO SHOULD ATTEND ?
This two-day, basic level seminar is designed for professionals who want to build their knowledge of the probate process, including:
- CPAs and Accountants
- Financial Planners and Wealth Managers
- Tax Professionals
- Trust Officers
- Accountants and CPAs
- Estate and Financial Planners