Hoffmeyer Speaking on Estate Administration in PA

Hoffmeyer Speaking on the Probate Process

William Hoffmeyer teaching other attorneys on the probate process.

William Hoffmeyer teaching other attorneys on the probate process.

On August 20, 2015, partner William Hoffmeyer joins NBI to speak about “The Probate Process from Start to Finish.” During this seminar, Hoffmeyer will join other faculty to take lawyers through an exploration of the estate administration process in Pennsylvania.

During his portion of the presentation, Hoffmeyer will address:

The Law of Intestate Succession

  • Who Can Inherit – Degrees of Kinship and Order of Inheritance
  • Determining the Share Size
  • Exceptions and Bars to Inheritance

Legal Ethics

  • Who is Your Client? Avoiding Conflicts of Interest
  • Protecting Client Confidentiality
  • Attorney Fees
  • Malpractice Liability Risks
    1. Negligence
    2. Breach of Fiduciary Duty
    3. Fraud

Sale of Property and Distributions

  • Disposition of Real Estate – Title Issues in Probate
  • Retirement Plans and IRA Distributions
  • Life Insurance and Other Beneficiary Designations and Accounts
  • Preliminary and Final Distributions
  • Calculating Augmented Estate and Spousal Elective Share
  • Dealing with the Surviving Family Members and Other Beneficiaries
  • Solving the Problem of Liquidity
  • Distributions to Trusts