Understanding the Role of Personal Repre

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UNDERSTANDING THE ROLE OF THE PERSONAL REPRESENTATIVE presented by:Thomas G. Martin, Esq. : 

UNDERSTANDING THE ROLE OF THE PERSONAL REPRESENTATIVE presented by:Thomas G. Martin, Esq. NBI SeminarIrvine, California June 16, 2010

Agenda : 

Agenda Core Topics: Duties of the Personal Representative Misconduct and/or Removal Compensation Guidelines Special Administration Issues

Duties of the Personal Representative : 

Duties of the Personal Representative

Slide 4: 

Duties of the Personal Representative Duties: Collecting and Managing Assets Paying Debts and Taxes Distributing to Beneficiaries

Misconductand/or Removal : 

Misconductand/or Removal

Slide 6: 

Misconduct and/or Removal Grounds: Fraud Negligence Surcharge or Removal

Compensation Guidelines : 

Compensation Guidelines

Slide 8: 

Compensation Guidelines Levels of Service: Ordinary Services Extraordinary Services Compensation for Other Services

Special Administration Issues : 

Special Administration Issues

Slide 10: 

Special Administration Issues Procedure: Determine the Need Notice Bond General v. Limited Powers Duration

Slide 11: 

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