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Estate and Guardian Administration

Estate and Guardian Administration

SELF-PACED ONLINE COURSE: ABA ELEARNING

Price: $175 members; $225 non-members

Member Online Enrollment | Non-Member Online Enrollment

This course is also available at discounted prices under an annual license. Call or email for details.
Created: July 2014
Estate and Guardian Administration defines the importance of the initial client meeting and the documents needed to open an estate. This course generates an understanding of the estate administration process including deadlines, protecting assets, paying claims against the estate, asset management, income tax obligations, and distribution responsibilities. It explains the preliminary matters relating to guardian administration, including responsibilities in estate asset inventory and asset management and closing a guardianship/conservatorship.
Objectives:
  • Define probate and the matters required prior to opening a probate estate
  • Explain duties of a trust professional in estate administration
  • Define guardianship and describe the responsibilities associated with guardianship administration
Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
 
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008