Paul Shugar will be presenting "Top Personal Representative Mistakes in Handling Distributions" via a live teleconference in connection with National Business Institute on Tuesday, May 22, 2018 from 2 pm to 3:30 PM EST. Content covered includes:
-Making an Early Distribution too Soon
-Misunderstanding Their Duties in Handling Distributions
-Improper/Insufficient Communication with Beneficiaries
-Poor Handling of Beneficiary Conflict
-Top Mistakes in Calculating Final Distributions
-Failure to Obtain Consents and Waivers Before Closing the Estate
-Delays in Final Distributions
-Failing to Comply with Service Requirements
-Failure to Consider Tax Implications of the Distributions
For more information and to register, please visit NBI's website here.
