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
States Pre-Approved: AR, CA, MO, NJ, NY, OK, PA, VT
(AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, GA, IL, NC, OH, TX, UT
We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**
* Approval process times will vary
** We will supply you with the information needed to self-apply