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Estate and Trust Administration Webinar — 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
June 10 @ 11:30 am - 1:30 pm
Open to: Financial advisors and the general public
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.
— 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
To RSVP, please click here to secure your registration and receive the webinar link. Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117 or at [email protected] We look forward to hosting you!