• On-Demand Video

How to Close an Estate

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On-Demand Video

---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00


Learn the Basics About How to Close an Estate in Pennsylvania

Seasoned practitioners will teach you essential procedures for closing an estate in this basic to intermediate level program. Understand the advantages and disadvantages of the methods used to close an estate, and gain the practical advice you won't find reading the Probate, Estates and Fiduciary Code or the Orphans' Court Rules.

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

Get the Nitty Gritty on 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

Recorded live in March 2019.

Practice Areas


Thomas A. Boulden Esq. Timoney Knox, LLP
Adam C. Kachurak Esq. Mannion Prior LLP
Elaine T. Yandrisevits Esq. Antheil Maslow & MacMinn LLP
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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