You are named a Personal Representative for a deceased and want to know what can be done to have a good experience as personal representative, complete the duties timely and avoid being sued.

Attorney, Jon McCarty, along with Nicole Rieker, CPA and Lana Kadoshnikov, CPA, will go over obligations of the personal representative and will provide war stories of what worked and didn’t work in some estates.

This video will help prepare you for your PR duties and help prevent some potential pitfalls.

Speaker info: Best Practices & How to Keep PR Out of Litigation

DISCLAIMERS:

The purpose of this presentation is to provide information, rather than advice or opinion. It is accurate to the best of the presenter’s knowledge as of the date the presentation was developed.  The information, examples and suggestions presented in this material have been developed from sources believed to be reliable. This presentation should not be viewed as a substitute for the guidance and recommendations of a retained professional and should not be construed as legal or other professional advice. Any references to non-JCCS websites or resources are provided solely for convenience, and JCCS disclaims any responsibility with respect to such websites or resources. The examples provided in this material are for illustrative purposes only and any similarity to actual individuals, entities, places or situations is unintentional and purely coincidental.  In addition, the examples are not intended to establish any standards of care or to serve as legal or professional advice appropriate for any particular factual situations. JCCS recommends consultation with one of our professionals and/or competent legal counsel before applying this material in any particular factual situations. 

The information provided in this video does not, and is not intended to, constitute legal advice; all information, content, and materials available in this video are for general informational purposes only. No viewer, user, or browser of this video should act or refrain from acting on the basis of information in this video without first seeking legal advice from counsel in the relevant jurisdiction. Use of, and access to, this video or any resources contained within the video do not create an attorney-client relationship between the viewer, user, or browser and video authors, contributors, contributing law firms, or committee members and their respective employers. All liability with respect to actions taken or not taken based on the contents of this video are hereby expressly disclaimed. The content on this posting is provided “as is;” no representations are made that the content is up to date or error-free. Information contained in this video may be considered lawyer advertising. © Scott, Tokerud & McCarty, P.C., 8 Third Street North, Suite 507, Great Falls, Montana.