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