How to Prepare Supplements to Schedule K-1 for Estates and Trusts
How to Handle the Death Certificate of the Estate’s Decedent
Bypassing Probate with Beneficiary Designations

10 Common Pitfalls for Estate and Trust Administrators to Avoid

Don't miss court deadlines.

Courts hate to be ignored. Make sure that you place all the probate court’s deadlines on your calendar, circled and underlined. Even if you haven’t been able to complete the task set by the court (preparing the probate inventory, for example), showing up to explain why you’re unable to comply usually buys you additional time. Fail to appear, and the courts often demand immediate compliance.

  • Add a Comment
  • Print
  • Share

Recommends

Promoted Stories From Around The Web

blog comments powered by Disqus
Seek Advice for Complex Schedules on Estate Form 706
Roll an Estate’s Pension Plan or IRA to the Heirs
How Are Family Trustees and Independent Trustees Similar and Different?
How to Create a Filing System for a Trust
What Are Qualified Subchapter S Trusts and Electing Small Business Trusts?
Advertisement