Elville Legacy Series: Guidance After Loss – Navigating Estate and Trust Administration with Confidence
The death of a loved one often brings confusion, unanswered questions, and significant responsibility for those left behind. In this educational online event, Stephen Elville, Managing Principal of Elville and Associates, will provide clear, practical guidance on the estate and trust administration process following a death.
Designed for surviving spouses, family members, fiduciaries, and professional advisors, this presentation will explain what happens after a loved one passes away and how a thoughtful, organized approach can reduce stress, prevent costly mistakes, and provide greater confidence during a difficult time.
Steve will discuss both the legal requirements and the practical considerations involved in administering an estate or trust, including probate and non-probate assets, fiduciary responsibilities, important deadlines, potential tax issues, and coordination among attorneys, financial advisors, and CPAs. Through real-world examples, attendees will learn how preparation, communication, and collaboration can make a meaningful difference for families navigating loss.
Learning objectives include:
- Understanding the estate and trust administration process and what should happen immediately following a death
- Distinguishing between probate and non-probate assets
- Understanding the responsibilities of trustees and personal representatives
- Identifying important legal, financial, and practical steps to take in the weeks and months following a death
- Recognizing common legal and tax issues that can cause delays, disputes, or unintended consequences
- Understanding how attorneys, financial advisors, CPAs, trustees, and personal representatives can work together effectively
To RSVP and receive your personal link to attend, please click here.
Questions prior to the event? Please contact Jeff Stauffer, Firm Operations and Community Relations, at jeff@elvilleassociates.com or 443-832-2910.
