Trust Administration: Best Practices in Uncertain Times

With anxiety running high during the Pandemic, and increased uncertainty related to the reduction in the estate tax exemption and other proposed changes in tax legislation, it’s important to consider what you can do now to ensure that your clients and their loved ones have the most efficient and cost-effective estate/trust administration possible.

This session will explore best practices that aim to provide certainty to clients and their families as it relates to the administration of their affairs upon death.

Presented by: Jessica Marchegiano, JD

CLE: 1.0 general credit

Approved States: CA, NJ, NV, NY, OK, PA, VT

(AK, AZ, CT, MO, ND, NH & TX eligible to claim credit)

We will supply you with the information needed to self-apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.