Estate Administration 101: Who is your Client & Estate Administration Intake; Valuing Unusual Assets; Intestate Issues

Tune into this Middlesex Law Association (MLA) webinar featuring Cate Grainger, Casey Hayward, and Laura Geddes, as they give a primer on estate administration, valuing unusual assets, and managing intestate issues. 

Cate Grainger reviews a solicitor’s obligations to an estate trustee and provides best practices on the initial in-take of a client. Her presentation also covers asset valuation, how to advise estate trustees on their legal obligations, joint retainer rules, and the importance of unanimity in decisions when multiple estate trustees are involved.

Casey Hayward explains the valuation of unusual assets, and how to avoid pitfalls with beneficiary designations and life insurance policies. From handling unique assets like livestock, to addressing what to do with firearm assets, Casey Hayward provides practical guidance for estate lawyers dealing with intricate estates.

Lastly, Laura Geddes presents on estate administration and intestate issues, detailing the application process for a certificate of appointment in intestate estates. She discusses how to deal with challenges when obtaining information on the estate, including identifying the beneficiaries of the estate, and aspects that must be considered when there are minor or incapable beneficiaries involved.

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