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Estate and Trust Administration Workshop — The Post-Mortem Process for Estate and Trust Administration Explained – How to Advise Clients and Family Members After the Death of a Spouse or Other Loved One

February 12 @ 11:30 am - 1:30 pm

***Open to: Financial advisors and the general public


Lunch and refreshments will be provided!


***Please RSVP below by Tuesday, Monday, February 10th should you wish to attend — thank you!


This workshop will delve into the situations that arise after the death of a client, client’s 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.


Learning Objectives:
— unraveling the mystery of what happens after the death of a client or loved one
— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis
— what is the legal step-by-step process that needs to be taken after death?
— what are the practical steps that should be taken after death?
— 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
— how financial advisors, CPAs, and attorneys can best work together in support of clients


Please use the RSVP below to secure your seat by Monday, February 10th.  Should you have any questions, please contact Jeff Stauffer, Community Relations Director, at [email protected] Jeff can also be reached at 443-393-7696. We look forward to hosting you!


Historic Oakland Manor
5430 Vantage Point Road
Columbia, MD 21044
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