- June 14, 2024
- Events
National Business Institute's New York Probate Process from Start to Finish
Speaker(s):
Kristen M. Walsh
Garfunkel Wild's Kristen Walsh will present the "Inventory and Appraisement" portion at the National Business Institute (NBI) online seminar "New York Probate Process from Start to Finish" on Friday, June 14, 2024.
Some of the topics covered will include:
Some of the topics covered will include:
- Locating Insurance Policies, Deeds and Other Ownership Documents
- Obtaining a Tax ID and Marshaling Property
- Preparing the Inventory and Appraisal Forms
- Filing of Surrogate's Court Inventory
- Managing Decedent's Assets During Probate
- Handling Common Valuation Issues
- When to Hire a Valuation Specialist or Appraiser