Elaine Yandrisevits Presents Continuing Legal Education - How to Close an Estate

Elaine Yandrisevits, an associate in Antheil Maslow & MacMinn’s Estates and Trusts practice group, will participate as faculty on March 28th at a Pennsylvania Bar Institute continuing education program in Philadelphia, with simulcast at various locations. This basic to intermediate level program will teach the essential procedures for closing an Pennsylvania estate including: the advantages and disadvantages of the methods used to close an estate, steps involved in a Formal Court Accounting and Audit, Family Settlement Agreements and Receipts and Releases.  To register visit www.pbi.org/meetings

Course Content

Examine Each Step of a Formal Court Accounting and the Audit Process

  •  Learn the statutory requirements for filing an account
  • Understand the nuances involved in providing proper notice to an accounting
  • Know what forms to use and when
  • Understand how to handle objections to the accounting and walk through the audit process

Family Settlement Agreements and Receipts and Releases

  • Understand what elements are required in a family settlement agreement
  • Avoid common mistakes when drafting a family settlement agreement
  • Review sample agreements and discuss enforceable issues