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Advanced Estate Administration: A California Guide hosted by NBI

Michelle Ferreira will participate as a speaker at the "Advanced Estate Administration: A California Guide" event hosted by the National Business Institute. The agenda will get right to the heart of the complex and diverse problems that make up the estate administration process. Industry experts will provide guidance on tough inventory issues, trust administration, taxes, final account discrepancies, and more. Including but not limited to:

  • Clearing the gray areas when sorting through probate and non-probate assets.
  • Reviewing difficult scenarios in administering estates that include trusts.
  • Guarding the estate against unverified creditor claims and make certain all the qualified debts are paid in full.
  • Ensuring tax reporting for the estate and the decedent is beyond reproach.