Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
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This program was recorded on December 31, 2018
This course will provide an overview of the basics of the Estate and Trust Administration process. Participants will gain a general understanding of the estate administration process after death along with best practice tips to use in their representation of fiduciaries.
Jon attended law school at the University of Arizona. During law school, he was a teaching assistant to the Dean for the Legal Writing Department and received recognition for excellence in legal writing. Jon was the team leader of the Ninth Circuit Pro Bono Appellate Program, and during his first summer of law school, he clerked for the Governor’s Office of General Counsel. After law school, Jon and his growing family moved to Northern Arizona where he practiced in many different legal areas. Of those different areas of law, Jon discovered that he especially enjoyed working with families to protect and distribute their hard-earned assets according to their wishes. Jon was pleased to join the experienced attorneys of Morris Hall and has focused his practice on estate planning, business planning, estate administration, and probate.
1 General Credit
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- Initial Consultation
- Reviewing Estate Documents
- Inventory of Assets
- Valuation of Assets
- Probate Proceedings
- Allocation of Assets
- Re-titling of Assets
- Distribution of Assets