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Sponsored by Lorman Education
Only registered attendee will receive continuing education credit.
Product ID: 406425
Credit & Course Provided by:

Marshalling Assets in Estate Planning

Live Webinar
September 21, 2020
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour 30 minutes
Live Webinar$199Register Now

Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets.

Learn how to best avoid liability and properly oversee the administration of an estate or trust. Properly marshalling, collecting, and distributing assets involves many considerations and focus for effective estate and trust administration. Attention to different asset classes, due diligence and understanding the underlying documents is essential.

Learning Objectives

• You will be able to describe what should be included as part of an estate’s/trust’s assets.

• You will be able to discuss fiduciary due diligence and where to look for information regarding a decedent’s assets (tax returns, documents, decedent’s mail, etc.).

• You will be able to explain the process involved in marshalling assets, from collection of assets and obtaining valuations to settling debts, final distributions and filing an estate inventory with the court, if required.

• You will be able to identify potential complications involved in marshalling assets and how to identify probate vs. non-probate assets.


Live Webinar$199Register Now