June 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
***Open to: Financial advisors and the general public Lunch and refreshments will be provided! ***Please RSVP below by Tuesday, June 18th 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 roles are in helping clients and loved ones through…
Find out more »Estate Planning & Elder Law Essentials Workshop on Tuesday, June 25th
Join Stephen R. Elville, principal and lead attorney of Elville and Associates, as he offers this interactive workshop presentation designed to explore many estate planning and elder law topics and thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics addressed are: understanding the planning process, including the reasons for estate planning; wills vs. trusts; probate vs. non-probate; understanding non-probate devices; the importance of incorporating flexibility in your planning; planning for incapacity; Medicaid — myths versus…
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