Learn how to properly close an estate, fulfill fiduciary duties, handle taxes, and avoid liability in Trusts & Estates practice.
This session shall educate professionals who practice in, or whose work touches on the Trusts and Estates fields on how to properly close and estate--from marshaling assets and preparing the final account through closing the estate. The course will discuss what a fiduciary's duties are, how to account for and distribute assets. This course will also touch on estate income taxation principles and Federal estate and state taxation. Finally, we will discuss which forms to file and when to file them in addition to closing the estate. The course will focus on helping the fiduciary to avoid liability and personal stress.
Agenda
Faculty

Antar P. Jones, Esq. LL.M.
The Law Office of Antar P. Jones, PLLC
- Founder of The Law Office of Antar P. Jones, PLLC, located in Brooklyn, New York
- Practice includes advising fiduciaries and successful individuals concerning the administration of estates, trusts, and the income and estate taxation matters affecting them
- Appointed over 70 times as guardian ad litem with respect to decedents’ estates in the State of New York
- Received an acknowledgment for his work on the textbook, Corporate Finance and Governance, Jeffrey J. Haas, Carolina Academic Press (3d ed. 2006)
- Frequently presents at speaking engagements on taxation and trusts, and estates matters
- Co-chair of the Surrogate’s Court Committee at the Brooklyn Bar Association
- Adjunct Professor of Law at New York Law School and teaches a course on the income taxation of estates and trusts
- LL.M. Degree in taxation, graduate program in taxation, New York Law School
- Can be contacted at [email protected] or 917-920-6501

All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.