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What To Do When a Loved One Dies? Part 1 – Trust Administration

October 9, 2024 @ 12:00 pm - 1:00 pm

Register today!

Join us for an educational webinar series that details the duties and responsibilities of successor trustees and executors after the death of a loved one. This is a two-part webinar series where part one will describe what administering a trust looks like and part two will delve into the details of probate.

In Part 1, you’ll discover:
• What duties are involved when you are a successor trustee or executor
• An overview and timeline of trust administration and the probate process
• Taxes after the death of a loved one
• Common pitfalls and planning ahead
• And stay tuned to the end for a Q & A session!

Details

Venue

  • Zoom

Organizers

  • Paula Clarkson
  • John Hannon