How to Begin Administering an Estate: Formal Administration and Its Alternatives

John Forneris presented at the Mecklenburg County Bar Estate Planning Section's "2018 Basics of Estate Planning, Administration and Litigation" CLE program. His presentation guided practitioners through the process of probating a will and qualifying a personal representative of a decedent's estate—from the initial client interview to the issuance of letters. Forneris also explored alternatives to formal administration and provided tools to help practitioners decide when such alternatives may be used.