Presented by the Elville Webinar Series and Elville and Associates\u2019 Managing Principal and Lead Attorney Stephen Elville, this webinar will delve into the situations that arise after the death of a client, client\u2019s family member, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand what their roles are in helping clients and loved ones through the legal process, what that legal process is, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved.
\nLearning Objectives:<\/p>\n
\u2014 unraveling the mystery of what happens after the death of a client or loved one<\/p>\n
\u2014 minimizing confusion and providing maximum support to clients and loved ones at a time of crisis<\/p>\n
\u2014 what is the legal step-by-step process that needs to be taken after death?<\/p>\n
\u2014 what are the practical steps that should be taken after death?<\/p>\n
\u2014 examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one<\/p>\n
\u2014 how financial advisors, CPAs, and attorneys can best work together in support of clients<\/p>\n
Please click here to RSVP<\/a>\u00a0ahead of time and receive your personal webinar link to attend.\u00a0Should you have any questions before the event, please contact Community Relations Director Jeff Stauffer at\u00a0jeff@elvilleassociates.com<\/a>, or\u00a0443-343-8533<\/a>\u00a0x117.\u00a0\u00a0We look forward to hosting you!<\/p>\n #elvilleeducation<\/p>\n #elvillewebinarseries<\/p>","excerpt":"","slug":"webinar-understanding-estate-and-trust-administration-7","image":{"url":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/eta-picture-2Tefje.tmp_.jpg","id":75292,"extension":"jpg","width":720,"height":480,"filesize":139309,"sizes":{"medium":{"width":300,"height":200,"mime-type":"image\/jpeg","filesize":12097,"url":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/eta-picture-2Tefje.tmp_-300x200.jpg"},"thumbnail":{"width":150,"height":150,"mime-type":"image\/jpeg","filesize":6638,"url":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/eta-picture-2Tefje.tmp_-150x150.jpg"}}},"all_day":false,"start_date":"2023-09-29 10:00:00","start_date_details":{"year":"2023","month":"09","day":"29","hour":"10","minutes":"00","seconds":"00"},"end_date":"2023-09-29 11:30:00","end_date_details":{"year":"2023","month":"09","day":"29","hour":"11","minutes":"30","seconds":"00"},"utc_start_date":"2023-09-29 10:00:00","utc_start_date_details":{"year":"2023","month":"09","day":"29","hour":"10","minutes":"00","seconds":"00"},"utc_end_date":"2023-09-29 11:30:00","utc_end_date_details":{"year":"2023","month":"09","day":"29","hour":"11","minutes":"30","seconds":"00"},"timezone":"UTC+0","timezone_abbr":"UTC+0","cost":"","cost_details":{"currency_symbol":"","currency_code":"","currency_position":"prefix","values":[]},"website":"","show_map":true,"show_map_link":true,"hide_from_listings":false,"sticky":false,"featured":false,"categories":[{"name":"Webinar","slug":"webinar","term_group":0,"term_taxonomy_id":150,"taxonomy":"tribe_events_cat","description":"","parent":0,"count":139,"filter":"raw","id":150,"urls":{"self":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-json\/tribe\/events\/v1\/categories\/150","collection":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-json\/tribe\/events\/v1\/categories"}}],"tags":[],"venue":[],"organizer":[],"custom_fields":[],"json_ld":{"@context":"http:\/\/schema.org","@type":"Event","name":"Webinar \u2013 Understanding Estate and Trust Administration","description":"<p>Presented by the Elville Webinar Series and Elville and Associates\u2019 Managing Principal and Lead Attorney Stephen Elville, this webinar will delve into the situations that arise after the death of […]<\/p>\\n","image":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/eta-picture-2Tefje.tmp_.jpg","url":"https:\/\/elvilleassociates.com\/blogs\/6168\/event\/webinar-understanding-estate-and-trust-administration-7\/","eventAttendanceMode":"https:\/\/schema.org\/OfflineEventAttendanceMode","eventStatus":"https:\/\/schema.org\/EventScheduled","startDate":"2023-09-29T06:00:00-04:00","endDate":"2023-09-29T07:30:00-04:00","performer":"Organization"}}