Presented by Morrill Law and Patricia A. Wenthe*
Seminar will cover:
– How to prepare inventories & appraisals for conservatorship and probate estates.
– When a corrected, supplemental, partial, reappraisal for sale, and final I&A are needed.
– What your fiduciary clients need to know about conservatorship accountings – and when to tell them.
– How to set up your team to be efficient and timely prepare accountings.
Thursday, September 12 and Tuesday, October 8
1:00 – 3:00pm
2185 North California Blvd., Suite 280 (Board Room)
Walnut Creek, CA 94596
RSVP to Jill at firstname.lastname@example.org or 925-322-8615
Space is limited.
*Patricia A. Wenthe is a senior paralegal with exceptional expertise in investigation and asset transfers, preparation of fiduciary accountings (informal and court-settled), probate/trust administration, complex estate plans, probate and trust litigation, and conservatorships. Her publications in the State Bar of California Trusts and Estates Quarterly include Conservatorship Accountings: How to Get Started and What to Tell Your Clients to Stay on Time! and Conservatorship Accountings: When Certain Figures are Not What they Seem, Market and Carry Values, an Inventory and Appraisal and Bond Primer, and Using the Judicial Council Accounting Schedule Forms.
MCLE Credit pending.