.

The Probate Process in Texas 2019

Tue, April 16 - Wed, April 17, 2019 Houston, Texas
Crowne Plaza Suites Houston - Near Sugar Land 9090 Southwest Fwy Houston, Texas 77074 United States +1 713-995-0123

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.

 AGENDA

  • 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:

  • Attorneys
  • Paralegals
  • CPAs and Accountants
  • Financial Planners and Wealth Managers
  • Tax Professionals
  • Trust Officers
  • Accountants and CPAs
  • Estate and Financial Planners
  • Paralegals

No reviews for "The Probate Process in Texas 2019" yet. Be the first!

Add New Review

No Thanks

Event Listing Options

FREE per event
  • Event listing with basic details
  • Event details curated from 3rd party data or event's own website
$300 per event
  • Enhanced search listing (30 days)
  • Super-sized event tile (30 days)
  • Enhanced keywords and description for search engine optimization
  • Already boosted? Boost an additional 30 days!
$600 per event
  • Enhanced search listing (30 days)
  • Super-sized event tile (30 days)
  • Enhanced keywords and description for search engine optimization
  • Enhanced event listing features: Includes video display, 4 key sponsors and back-linking to them, 4 key speakers and back-linking to them, ticket sales capability.
$1000 per event
  • Enhanced search listing (30 days)
  • Super-sized event tile (30 days)
  • Enhanced keywords and description for search engine optimization
  • Enhanced event listing features: Includes video display, 4 key sponsors and back-linking to them, 4 key speakers and back-linking to them, ticket sales capability.
  • Pick one of the following: Social media callout on CN owned channel, listing in a CN special report, (1) 600-800 word blog post on CN's blog.

Multiple listings? Every 6th listing is free.

A la carte:

$500each

  • 600-800 word blog post on CN's blog
  • Social media callout on CN owned channel
  • Listing in a CN special report

Event Information Edit Suggestion