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Presenter, The National Business Institute (July 24, 2018).

Join Kathy DeLacy, Partner in Reger Rizzo & Darnall’s Estates & Trusts Group, as she joins an esteemed panel of colleagues to present Estate Administration From Start to Finish in conjunction with the National Business Institute on Tuesday, July 24, 2018. 

The full-day program will provide attendees with a step-by-step guide to estate administration and is designed for attorneys who are new to estate administration or need a basic refresher course. The seminar will provide attendees with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. The presenters will also discuss how to deal with common problems found in the estate administration process, including debt issues, jointly held assets, business ownership and complex tax issues. 

This basic-to-intermediate level course is designed for attorneys and paralegals, as well as CPAs, accountants, wealth managers, tax professionals, trust offices and financial planners. The program has been approved for 6.7 hours of Legal Education Credit; 8.00 Hours of financial planning credits; 0.70 hours of International Association for Continuing Education Training (IACET) credits; 8 hours of National Association of State Boards of Accountancy (NASBA) credits; and 8.00 hours of Professional Achievement in Continuing Education credits.