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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
November 13 @ 2:00 pm - 3:15 pm
***Open to the general public
***Please RSVP below by Monday, September 16th should you wish to attend — thank you!
This workshop will delve into the situations that arise after the death of a family member or loved one and the trust and estate administration that takes place during that time. Helping family members and personal representatives understand what their roles are in helping 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 personal representatives is of paramount importance during this challenging time for all involved.
— unraveling the mystery of what happens after the death of a loved one
— minimizing confusion and providing maximum support to 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 loved one
— how financial advisors, CPAs, and attorneys can best work together in support of personal representatives and family members
Please RSVP using the link below by Monday, September 16th or email Jeff Stauffer, Community Relations Director, at firstname.lastname@example.org. Jeff can also be reached at 443-393-7696. We look forward to hosting you!