In this CLE, we will continue our "how to" series for typical Surrogate's Court proceedings. This time, we will focus on the accounting.
We will provide a scenario in advance for attendees to review, along with the Surrogate's Court accounting schedules. During the CLE, we will discuss how to properly fill out the schedules. We will discuss where various assets and expenses of the estate need to be listed in the accounting. We will cover issues that often cause accounting filings to be rejected, such as real estate, administrative expenses, and the calculation of commissions.
This will be a "hands on" session that should help new and seasoned practitioners with one of the more challenging aspects of Surrogate's Court practice.