Keith Broady spoke on June 23, 2008 at the Probate Practice: The Essential Basics seminar presented by the National Business Institute.  Keith’s topics were Closing the Estate and Ethics in Probate Practice.


Program description:

  • Closing the Estate
    • Timing of Distributions
    • Transfer of Probate and Non-probate Assets
    • Distributions to Minors and Trusts
    • Preparing the Final Account
    • Petition for Complete Settlement
    • Obtaining Discharge of the Personal Representative
  • Ethics in Probate Practice
    • Performing Competent Legal Services
    • Identifying the Client
    • Avoiding Conflicts of Interest
    • Distinguishing Privileged and Non-Privileged Communication
    • Keeping the Client Informed
    • Establishing Attorneys’ Fees