Adriann McGee and Mary Kraft will present Distribution & Closing of the Estate.

Topics include:

  • Sample Forms, Agreements and Documents Needed
  • Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
    Real Estate
    • 401Ks, IRAs, Pensions and Life Insurance Policies
    • Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
    • Distributions in Kind
  • Distribution to Minors, Surviving Spouse and Trusts
  • Disposition of Unclaimed Assets
  • Proper Settlement of the Estate
    • Formal and Informal Estate Accountings
    • Choosing the Appropriate Closing Procedure
    • Compensation and Discharge of the Personal Representative 

Register for Ohio Estate Administration From Start to Finish here.

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