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FAIRFAX COUNTY PROBATE OFFICE FAIRFAX COUNTY COMMISSIONER OF ACCOUNTS SOMEONE DIES AT HOME NOTICE TO BENEFICIARIES, AFFIDAVIT AND INVENTORY 
PLANNING A FUNERAL INITIAL TAX CONSIDERATIONS  MARSHALING THE ASSETS PREPARING AN ESTATE ACCOUNT
SAMPLE ESTATE ACCOUNT WRAPPING UP THE ESTATE ARLINGTON COUNTY COMMISSIONER OF ACCOUNTS  DEALING WITH REAL ESTATE
THE EXECUTOR'S BOND      





FAIRFAX COUNTY PROBATE OFFICE
 
Interview of John T. Frey, Clerk of Court, Fairfax  County Circuit Court, Shannon Scott, Management Analyst of the Fairfax Probate Division, and Tracy Davison, Supervisor of the Fairfax Probate Division. They discuss the role of the Probate Office and the work they do, the process to obtain a probate appointment, documents you need to bring with you to your appointment, information you need to gather, common problems encountered, bonding company issues, and much more.











[Recorded 3-2015. Broadcast 6-2015]

 

FAIRFAX COUNTY COMMISSIONER OF ACCOUNTS
 
Interview of Fairfax County Commissioner of Accounts John H. Rust, Jr. regarding the role of his office in the administration of Fairfax County estates from the filing of the Inventory, accounting for all assets received and disbursed, beneficiary distributions, common pitfalls to avoid, advice for beneficiaries, and much more.









 
 
 
[Recorded 3-2015. Broadcast 7-2015]



SOMEONE DIES AT HOME - WHO DO YOU CALL?
 
Interview of Fairfax County Police Officer Tawny J. Wright and Fairfax Memorial Funeral Home Manager Archer Harmon on the steps to be taken when someone passes away at home, from who to call and what to expect as the EMT, police, Virginia Medical Examiners, Hospice, your local funeral home, and other community resources all step forward to assist during this emotional time.









 
 
Recorded 6-2015. Broadcast 9-2015]



INITIAL FILINGS AFTER QUALIFICATION: NOTICE TO BENEFICIARIES, AFFIDAVIT OF NOTICE TO PROBATE OFFICE, AND INVENTORY TO COMMISSIONER OF ACCOUNTS
 
Interview of Arlington County attorney George Dodge about the required Notice to Beneficiaries that executors must send, and the Affidavit of Notice that must be filed with the probate office confirming the mailing of the Notice to Beneficiaries.  Reviewed the Notice and Affidavit forms, and discussed how to complete each line.  Due 30 days after qualification.
 
Interview of Loudoun County attorney Jared Tomac [at 15.40 mark of tape] about the Inventory that must be filed with the Commissioner of Accounts 4 months after qualification.  Jared discusses what should be reported in each Section of the Inventory form and how to report it properly. 







[Recorded 6-2015. Broadcast 8-2015]



PLANNING A FUNERAL
 
Interview of Scott Sanderford, Managing Partner of Everly-Wheatley Funeral Home in Alexandria, and Archer Harmon, Funeral Director of Fairfax Memorial Funeral Home in Fairfax about the Do's and Don'ts of Planning a Funeral.  Discuss the important of planning ahead to avoid family stress during a time of grief.









 
 
 
[Recorded 9-2015. Broadcast 10-2015]
 
 
INITIAL TAX CONSIDERATIONS
 
Interview of Frank Stitely, CPA, from Stitely & Karstetter, PLLC, Chantilly, about initial tax considerations and actions to be taken in administering an estate, including: selection of tax year for estate; application for Federal Employer Identification Number/IRS Form SS-4, filing of Notice of Fiduciary Relationship/IRS Form 56, application to verify tax filings and tax payments due/IRS Form 4806-T, fiduciary income tax return to be filed for an estate/IRS Form 1041, request to state and local tax authorities to determine tax obligations of decedent, request for prompt review and assessment of tax returns filed/IRS Form 4810. Frank reviews each form.
 
[Recorded 9-2015.Broadcast 12-24-2015]
 
 

MARSHALING THE ASSETS
 
Interview of attorneys Mary H. Lawrence, from Mary H. Lawrence, PC in Fairfax, and John G. Jackson,  from Baskin Jackson in Falls Church, about the steps they advise clients to take at the outset of an estate administration following qualification in the local probate office.   Discuss such steps as changing the decedent's mailing address at the local post office, opening an estate checking account, identifying bills to be paid, checking for unclaimed property held by Virginia, and typical probate and non-probate assets the executor will have to deal with. 






[Recorded 9-2015. Broadcast 11-26-2015] 
 

PREPARING AN ESTATE ACCOUNT - AN OVERVIEW
 
Interview of Traci Wenberg, VP of Administration, and Cathy Brudvig, Head Auditor, of the Fairfax County Commissioner of Accounts Office. Traci and Cathy provide an overview of the Estate Account form that must be submitted annually to the Commissioner of Accounts for review, audit and approval, with special attention on what documentation is necessary and acceptable to support what you report on the 11 lines of this "simple form". 
 
 
 
 
 
 
 
Recorded 10-2015. Broadcast 2-25-2016]
 

SAMPLE ESTATE ACCOUNT PREPARED
 
Interview of Cathy Brudvig, Head Auditor of the Fairfax County Commissioner of Accounts Office.  Cathy reviews the typical assets, receipts and disbursements in a sample Estate and shows how each line of the Estate Account form should be completed.  Very instructive, as Cathy provides valuable tips on how to prepare the Estate Account so it can be approved by the Commissioner, and points out common mistakes both in reporting on the Estate Account form and in the documentation submitted to support what is reported.  
 
 
 
 
 
 
 
 
 
 
Recorded 11-2015.  Broadcast  3-24-2016

WRAPPING UP THE ESTATE

 

Interview  of attorneys Jean Galloway Ball, from Hale Ball in Fairfax, and John F. Boland from Rees Broome, PC in  Tysons Corner, regarding the steps to be taken and pitfalls to avoid as you wrap up the administration of an estate.  Much has been done to get to this point.  Assets have been collected and often liquidated to cash, debts of the decedent have been identified and paid, tax returns have been filed, estate administration bills have been paid, bequests have been paid, filings due the Commissioner have been filed and approved, and much more.  

Jean and John caution that the Executor must proceed carefully at this stage, as there are steps that need to be considered and in many cases taken, including having the Commissioner hold a Debts and Demand Hearing, having the court enter a Show Cause Order and subsequently an Order of Distribution, obtaining tax clearances from the various tax authorities, making final distributions to the beneficiaries and procuring appropriate documentation from them to protect yourself , and filing with and obtaining approval of the final account by the Commissioner.

Recorded 11-2015. Broadcast 4-28-2016
 

ARLINGTON COUNTY COMMISSIONER OF ACCOUNTS
 
Interview of Arlington County Commissioner of Accounts William G. Murray regarding the role of his office in the administration of Arlington County and City of Falls Church estates from the filing of the Inventory, accounting for all assets received and disbursed, beneficiary distributions, dispute resolutions, common pitfalls to avoid, advice for beneficiaries, and much more.
 
 
 
 
 
 
 
Recorded 11-2015.  Broadcast 5-26-2016
 

DEALING WITH REAL ESTATE
 
Interview of attorneys James L. Boring from Boring and Pilger  in Vienna,  Richard H. Boatwright from the  Manassas Law Group, PC in Manassas and Howard Birmiel in Burke.  Jim and Dick discuss the legal challenges and pitfalls in dealing with real estate owned by a decedent, including who really owns the real estate after decedent has died, who can list for sale or lease, who can sign the lease or deed, how to deal with lenders who have their notes secured by the real estate that has passed to beneficiaries of the decedent, and what authority if any the executor or administrator has over the real estate.  Howard discusses the title issues and related closing problems that arise in dealing with real estate, especially who must sign the deed and when can the sale proceeds be released and to whom   A very challenging topic that poses practical problems for all involved in the administration of the estate.   
 
 
 
 
 
 
 
 
 
Recorded 10-2015.  Broadcast 6-14-2016
 

THE EXECUTOR'S BOND
 
Interview bonding agents Keith D. Seekford from Moore, Clemens & Company, Inc. in Leesburg, Sue Wilkinson from Grimes Insurance in Fairfax, and Clarence “Governor” Burke   from Julian T. Burke, Inc. in Alexandria as to what is a corporate surety bond, the application and approval process for such a bond including common reasons an application is rejected by the bonding company, the probate office procedures to secure the bond in the course of getting qualified.  Each guest shares practice pointers to prevent any claims being made against the corporate surety bond.
 

Interview of attorney Christopher M. Anzidei, Esq. from the Law Offices of Christopher Anzidei, PLLC in Vienna.  Chris represents the insurance companies who issue the surety bonds for executors and administrators, and pay claims made against those surety bonds.  Discusses what miscues cause him to become involved in investigating potential claims.  Chris shares tips that can prevent a claim being filed, and cautions that all  personal representatives must understand that they remain personally liable for any payment that the insurance company must make on their surety bond.

 
 
 
 
 
Recorded 10-2015.  Broadcast 1-28-2016
 

 ADMINISTRATION OF SMALL ESTATES
 

Interviewed attorneys Southy Walton with Ferguson Walton & Shansab, PLLC in Reston and Jonathan Bronley with Bronley Law, PLLC in Fairfax City about the probate of small estates.  Discussed why avoid qualification to administer an estate, what are nonprobate assets and transfers, including JTWROS accounts, joint accounts, TOD and POD accounts, life insurance, TOD deeds for real estate, retirement accounts and annuities,  what is a small estate and two small estate probate procedures available in Virginia, and planning that can be done to minimize probate including the use of revocable trusts, titling of assets and beneficiary designations.

 

 

 

 

 

 

 

 

Recorded March 2016.  Broadcast 6-28-2016

   

INSOLVENT ESTATES

 

Interviewed attorneys Gretchyn Gay Meinken, Esq. with Wade, Grimes, Friedman, Sutter and Leischner, PLLC in Alexandria and Joseph W. Stuart, Esq. in Fairfax City about insolvent estates.  Discussed the importance of identifying early in probate if the estate is or might be insolvent, steps to take to identify creditors, importance of not paying any creditors while you sort  if the estate  might be insolvent, the order of payment priority set forth in the Virginia Code if an estate is insolvent,  requesting a Debts and Demand Hearing before the Commissioner of Accounts, requesting the Commissioner to review your proposed payment of creditors in light of the Debts Hearing and the Commissioner’s report, following precisely the Commissioner of Accounts guidance based on the Debts Hearing as to what creditors get paid in each category and how much they get paid.

 
 
 
 
 
 
Recorded March 2016.  Broadcast 7-12-2016
   
 DEALING WITH TANGIBLE PERSONAL PROPERTY
 
Interview of Attorney Andrew Vanderhoof from Cohen & Burnett, PC in Tysons Corner and Matthew Quinn,Executive Vice President of Quinn's Auction Galleries in Falls Church about the challenges of collecting, valuing, dividing and selling the treasures accumulated by the decedent.
Practical suggestions are discussed and advice offered from both the perspective of the attorney dealing  with dividing the property among the family and from the perspective of the auction house dealing with valuing and often selling the property.
 
 
 
 

Recorded March 2016.  Broadcast 7-26-2016
   
 LOUDOUN COUNTY COMMISSIONER OF ACCOUNTS
 
 
Interview of Loudoun County Commissioner of Accounts Melinda Dickerson Hetzel regarding the role of her office in the administration of Loudoun County estates.  Mindy discusses the preparation and filing of the Inventory, accounting for all assets received and disbursed, beneficiary distributions, dispute resolutions, common pitfalls to avoid, advice for beneficiaries, and much more.
 
 
 
 
 
 
 
 
 
Recorded May 2016. 
Broadcast September 2016
   

FAUQUIER COUNTY COMMISSIONER OF ACCOUNTS
 
Interview of Fauquier County Commissioner of Accounts Gary M. Pearson regarding the role of his office in the administration of Fauquier County estates from the filing of the Inventory, accounting for all assets received and disbursed, beneficiary distributions, dispute resolutions, common pitfalls to avoid, advice for beneficiaries, and much more.
 
 
 
 
 
 
 
 
 
 
 
Recorded May 2016.  Broadcast August 2016
   
DEALING WITH BANK ACCOUNTS
 
Jeffrey Lee, Vice President and Relationship Manager of Cardinal Bank’s Fairfax City office, and Ryan McConnell, Esq., an Estate and Fiduciary Specialist for Wells Fargo Wealth Bank discuss Dealing with Bank Accounts in probate.  They discuss the importance of how bank accounts are titled, the process to close decedent's bank account, your ability to gain access to closed bank account information, the steps to take to gain access to decedent’s safe deposit box, the role of the small estate affidavit, how to open an estate bank account, FDIC coverage of accounts, and other tips based on their experiences. 
 
 
 
 
 
Recorded May 2016. 
   
DEALING WITH VIRGINIA WRONGFUL DEATH AND PERSONAL INJURY CLAIMS
 
Attorneys Peter DePaolis, Partner with the Metro DC law firm of Koonz, McKenney, Johnson, DePaolis  & Lightfoot, LLP, and Jack Burgess, Managing Partner with the Fairfax law firm of Burgess & Perigard, PLLC discuss Virginia wrongful death and personal injury claims, from investigation, lawsuit, and settlement or judgment, to common problems and pitfalls, especially shortly after the injured party passes away, advice and recommendations, and much more.
 
 
 
 
 
 
Recorded May 2016.   Broadcast August 2016
   
 DEALING WITH INVESTMENT ACCOUNTS
 
Greg Bernhard, Founder and President of PlumTree Financial located at Tysons Corner, discusses some of the steps to take and challenges to expect in dealing with investment accounts in the course of probating an estate.  Greg discusses the importance of planning in advance the titling of your investment accounts and how that titling can impact the probate of the account, as well as how to both close a personal investment account and then set up the estate investment account, the importance of valuing the assets in the investment account as of the date of death and being sure that valuation gets reflected as the cost basis of the investement on the estate investment account, the use of the small estate affidavit, and some tips to consider to make all of this go a bit more smoothly.
 
 
 
 
 
 
Recorded June 2016. 
Broadcast in October 2016
   
 OVERVIEW OF FEDERAL ESTATE TAXATION
 

Michele Wright, Esq.,an attorney and CPA in Vienna, and David Wilks, Esq. with the Manassas law firm of Vanderpool, Frostick & Nishaniah, PC, provide an overview of the federal estate tax  system, including IRS Form 706, and discuss the amount of assets exempt from federal estate taxation (the "exemption amount"), the tax basis of assets inherited (the "step up in basis as of date of death"), the deceased spouses unused exemption amount and its portability to the surviving spouse. 

 
 
 
 
 
 
 
 
 
 
Recorded June 2016. Broadcast October 2016.
   
LOUDOUN COUNTY PROBATE OFFICE
 
Interview of Gary Clemens, Clerk of the Loudoun County Circuit Court, and William Loy, Probate Manager,Lorrie Gordon, Senior Probate Specialist, and Joy  Hayes, Probate Specialist from the Loudoun County Probate Office.  They discuss the role of the Probate Office and the work they do, the process to obtain a probate appointment, documents you need to bring with you to your appointment, information you need to gather, common problems encountered, bonding company issues, and much more.
 
   
 
 
 
 
 
 
 
Recorded June 2016. 
Broadcast September 2016
   
FIDUCIARY LITIGATION - AN INTRODUCTION
 

Daniel Rathbun, Esq., with the Rathbun Law Firm, PC, and Elizabeth ("Betty Van") Morrogh, Esq. with Blankingship and Keith, PC. provide a helpful introduction to the many issues that can give rise  to fiduciary litigation, beginning with your efforts to qualify in the probate office, to challenges to the will offered for probate, to questions as to the capacity of the testator who signed the will or whether undue influence was exercised over testator at the time the will was drafted and executed, and finally a suggestion of alternative ways to resolve disputes without incurring the cost of formal litigation.

 
Recorded June 2016. Broadcast November 2016
   
IS THIS A WILL?
 

 

Tom Repczynski, Esq. with Offit Kurman at Tysons Corner, and Joseph Stuart, Esq. a solo practioner in Fairfax, help sort through what is and is not a will, and the challenges you may face in the course of resolving this question.  They review the common will substitutes, the requirements to make a will, the forms of a will, how a will can be revoked, the process to admit a will to probate, time limitations to challenge wills offered or admitted to probate, typical claims against an estate, and other common problems and pitfalls.

 
 
 
 
 
 
 
 
 
 
Recorded September 2016.  Broadcast November 2016
   
DEALING WITH LIFE INSURANCE

Michael S. Feinberg,  Director of the Life & Health Insurance Department  at the McLean Insurance Agency and Ken Fahmy, President of Fahmy & Associates, Inc. discuss the challenges of Dealing With Life Insurance in an Estate. Determining if the decedent has any life insurance, who owns the policy, who are the policy beneficiaries, who can make a claim on the life insurance policy, why claims are denied, tax issues, benefit payout options and planning that can be done prior to death to address and possibly lessen some of the challenges discussed, and more are discussed. 





Recorded August 2016. Broadcast December 2016
   
ADULT CONSERVATORSHIP AND GUARDIANSHIP IN PRINCE WILLIAM COUNTY - PART 1
 

In this comprehensive interview Prince William County attorneys Elizabeth Munro von Keller from Von Keller Law, A PC and Barbara Lloyd Kessinger from Lloyd Law, PLLC discuss the important legal decision making documents that all adults should have, the legal proceedings necessary to obtain authority to make financial and care decisions for an adult when those legal documents are not available, the  process in Prince William County to be appointed by the court as the conservator and guardian of an adult, the probate office qualification process after a court order is entered, Commissioner of Accounts oversight of conservators, Prince William County Social Services oversight of guardians, fees and costs to be appointed, ongoing reporting requirements to the Prince William County Commissioner of Accounts and Social Services, and common problems and pitfalls they have seen over the years in their practice. 


 
Recorded August 2016.  Broadcast January 2017
ADULT CONSERVATORSHIP AND GUARDIANSHIP IN ARLINGTON COUNTY - PART 1
 

Arlington County attorneys Elizabeth L. Wildhack from Thompson Wildhack, PLC and Paul W. Barnett from Manning & Murray, PC discuss theimportant legal decision making documents that all adults should have, and then provide an excellent overview of the legal proceedings necessary to obtain authority to make financial and care decisions for an adult when those legal documents are not available, including the process in Arlington County to be appointed by the court as the conservator and guardian of an adult, the probate office qualification process after a court order is entered, Arlington Commissioner of Accounts oversight of conservators, Arlington County Social Services oversight of guardians, fees and costs to be appointed, ongoing reporting requirements to the Arlington County Commissioner of Accounts and Social Services, and common problems and pitfalls they have seen over the years in their practice. 

 
 
Recorded August 2016.  Broadcast scheduled for February 2017
ADULT CONSERVATORSHIP AND GUARDIANSHIP IN LOUDOUN COUNTY - PART 1

Loudoun County attorneys Christine Mougin-Boal, Esq., from Laurel Brigade Law Group and Rachel K. Downs, Esq. from Sevila Saunders Huddleston & White, PC discuss the important legal decision making documents that all adults should have, and then provide an excellent overview of the legal proceedings necessary to obtain authority to make financial and care decisions for an adult when those legal documents are not available, including the process in Loudoun County to be appointed by the court as the conservator and guardian of an adult, the probate office qualification process after a court order is entered, Loudoun Commissioner of Accounts oversight of conservators, Loudoun County Social Services oversight of guardians, fees and costs to be appointed, ongoing reporting requirements to the Loudoun County Commissioner of Accounts and Social Services, and common problems and pitfalls they have seen over the years in their practice. 





Recorded August 2016.  Broadcast scheduled for February 2017
MEDIATION AND ARBITRATION OF PROBATE DISPUTES
 

Retired Fairfax County Circuit Court judges, the Hon. Leslie M. Alden (Ret.), Senior Professional with Juridical Solutions PLC and the Hon. Robert W. Wooldridge, Jr. (Ret.) with The McCammon Group, each of whom has an active mediation and arbitration practice since retiring, talk in detail about the use of mediation and arbitration to resolve probate disputes.  Topics covered include

  • what types of fiduciary disputes typically make it to court
  • some of the challenges in adjudicating these disputes in court
  • the time to get a final decision in  court
  • the cost of the litigation
  • benefits of mediation and arbitration
  • how mediation and arbitration works from start to finish
  • common fiduciary disputes being mediated or arbitrated
  • the qualities of a good mediator or arbitrator
  • how mediation and arbitration is initiated
  • having been the judge in many litigated fiduciary cases over the course of their career on the Fairfax County Circuit Court bench, they share their insights, cautions and recommendations on how to use mediation and arbitration to resolve a fiduciary dispute.

Recorded September 2016.  Broadcast December 2016

FINDING HEIRS OF AN ESTATE
 

Suzanne Simpson, VP Sales and Marketing at HeirSearch, Inc. talks about the heir search industry in general, the challenges of and commons problems encountered in finding the heirs of an estate, and how search firms address those challenges.  The phone interview also provides an overview of the  heir search process,  beginning with identifying who are the estate beneficiaries through extensive due diligence among known family members and friends of the decedent, the use of online public databases, commercial databases, and international database searches as needed, and then the need to check and prove the search results.   

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Recorded September 2016.  Broadcast scheduled for April 2017
DEALING WITH DIGITAL ASSETS
 

Sharon D. Nelson and John Simek from Sensei Enterprises, Inc., digital forensics, information security and information technology firm in Fairfax provide a thought provoking discussion, in lay person language, on often overlooked assets in an estate, the digital assets.  Topics covered include

  • what is a digital asset, which can include everything from online bank and brokerage statements, to bill pay accounts, to Facebook, email accounts, pictures, and more
  • ownership, access and transfer of digital assets, which is handled very differently by each of the providers , 
  • the fact that lawmakers are only beginning to get their hands around these assets and how to deal with them when someone dies
  • planning that can be done in advance to make it easier for your digital assets to be transferred to your loved ones
  • tools available to assess the  adequacy of your digital assets planning efforts


 
 




Recorded October 2016.  Broadcast scheduled for May 2017
ADULT CONSERVATORSHIP AND GUARDIANSHIP IN FAIRFAX COUNTY - PART 1
 

Fairfax County attorneys Kimberley Ann Murphy from Hale Ball, Carlson Baumgartner Murphy, PLC  and  Elizabeth L. Gray from McCandlish Lillard discuss the important legal decision making documents that all adults should have, and then provide an excellent overview of the legal proceedings necessary in Fairfax County to obtain authority to make financial and care decisions for an adult when those legal documents are not available.  The discussion includes  details on the process in Fairfax County to be appointed by the court as the conservator and guardian of an adult, the probate office qualification process after a court order is entered, Fairfax Commissioner of Accounts oversight of conservators, Fairfax County Social Services oversight of guardians, fees and costs to be appointed, ongoing reporting requirements to the Fairfax County Commissioner of Accounts and Social Services, and common problems and pitfalls they have seen over the years in their practice. 

 
 









Recorded October 2016.  Broadcast scheduled for March 2017
CONSERVATOR AND GUARDIAN INITIAL 90 DAY TO DO LIST


The interview of Fairfax City attorney Lorretta Morris Williams with Hale Ball and  Herndon attorney Valerie Geiger with The Geiger Firm provides extensive details on what needs to be considered and done during the initial 90 days after you have been appointed the Conservator and/or the Guardian of an incapacitated adult in Virginia.  Their discussion covers:

  • An overview of your responsibilities as guardian and when do they begin
  • An overview of your responsibilities as conservator and when do they begin
  • Annual filings by guardians to the Department of Socials Services
  • Annual filings by conservator to the Commissioner of Accounts
  • For guardians, establishing a plan of care that address housing, medical, mental health, social, caregivers, need for geriatric care manager, family and more
  • For conservators, setting up bank and broker accounts, reviewing pensions and retirement accounts, forwarding mail, establishing a budget, checking for  Virginia and other state unclaimed property, tax authority inquiries, ongoing tax filings and more
  • What should be done in the first week, the first month and the first 90 days
  • Fees for the servicies of a guardian and conservator
  • Common problems and pitfalls they have seen guardians and conservators encounter

           

 
Recorded October 2016.  Broadcast scheduled for March 2017
BONDING THE CONSERVATOR
 

Keith D. Seekford, CIC, CPCU, President of Moore, Clemens & Company, Inc. in Leesburg and Paula A. Crouch, Roseberry & Foster Bonding Co. in Fairfax provide an in depth interview on bonding the conservator in which they discuss what is a corporate surety bond and how does it work, provide an overview of the application process to obtain a surety bond, discuss some of the factors important to an insurance company reviewing an application and factors that will cause an application to be denied, reviewed a sample surety application, highlight the importance of getting pre-approved for your surety bond before you start your legal proceedings because you cannot qualify as a conservator until the surety application is approved and in some cases the bonding agent must appear with you at the local probate office, the amount of initial bond and adjustments to same as the assets under your control increase or decrease,  what triggers claims on the surety bond and what to do if that occurs, and much more.

 
 
Recorded October 2016.  Broadcast scheduled for April 2017

THE LIVING PROBATE - CONSERVATORSHIP - PROMO
 

Brief description of The Living Probate mission.

 
 
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Program description

 
 
Recorded XXX.  Broadcast XXXX