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December 2016

Dan Ebner presented “Probate Boot Camp: Closing the Estate” on closing probate estates for the National Business Institute.

When the client is no longer there to make his or her voice heard, the task of interpreting his/her wishes to accurately settle the estate falls on the attorney’s shoulders. Do attorneys have all the tools they will need?

This truly start-to-finish course took attendees through each stage of probate and offer time-tested techniques to handle challenges at each step of the way. Attendees got up to speed on the latest court rulings and tax rules, on the proper application of the exemption portability and the most effective post-mortem planning tactics.

Dustin DuBoisDan Ebner