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Historic Oakland Manor

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5430 Vantage Point Road, Columbia, MD 21044
Columbia,MD21044US

October 2019

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

October 2 @ 11:30 am - 1:30 pm
Historic Oakland Manor, 5430 Vantage Point Road, Columbia, MD 21044
Columbia,MD21044US
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***Open to: Financial advisors and the general public Lunch and refreshments will be provided!  2 CE hours will be available for professionals attending. ***Please RSVP below by Monday, September 30th should you wish to attend — thank you! Description: 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…

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