Now What? Best Practices for Estate Settlement

Date: Thursday, November 1, 2018
Time: 12:00pm - 1:15pm
Location: Courtyard Marriott
Speaker: Ronda Garnder, CPA

Helping our surviving clients after a death is a mix of both emotions and administration complexity. Come and share in a discussion about the details and decisions which must be made by trustees or estate administrators following a death. What can be done after the fact to minimize taxes, reduce filing requirements, and protect trustees from personal liability? What distribution options are available and how is it accomplished? What pitfalls can be avoided by contacting professionals first? Bring your ideas and questions and let’s collaborate together.

Don't miss this lunch!

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