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Assembling Your Squad: Working with Advisors in the Settlement Process

Post-Death administration requires hiring and coordinating with a host of specialists, including but not limited to accountants and appraisers. As the Executor or attorney for the Executor, you will need to get these folks involved quickly. The first part of this session will focus on how to plan your work with these professionals. The second part of the session will explore working with an investment professional, with a particular focus on how to manage investments during the post-death period.
Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P2100-21E-09
$30.00 or 0.50 credits
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Faculty:

Joel A. Schoenmeyer, BMO Private Bank, Chicago

Expires: 1/1/2023

Faculty:

Joel A. Schoenmeyer, BMO Private Bank, Chicago

Expires: 1/1/2023

Products specifications
Program Date1/28/2021
Products specifications
Program Date1/28/2021
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