Communication with Beneficiaries and other Interested Parties in Post-Death Administration

Communication with clients not only helps to avoid malpractice complaints, but it is an essential element of estate administration. Few individuals are well versed in what it takes to administer an estate and therefore maintaining open lines of communication ensures the process goes smoothly and your clients better understand duties and critical timeframes.

Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR

SKU: P2100-21E-03

$80.00 or 1.00 credits

Qty: decrease increase

Faculty:

Louise Barrett, Northern Trust, Chicago

Expires: 1/1/2023

Overview
Specifications

Faculty:

Louise Barrett, Northern Trust, Chicago

Expires: 1/1/2023

Products specifications

Program Date	1/28/2021
Session from:	Post-Death Administration of Trusts & Estates

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How to Mitigate the Risks of Costly Fights Over “Stuff” Post-Death

P2100-21E-05

Antiques, art, jewelry, and other family heirlooms are often the source of the most anxiety and carry the greatest potential for conflict following a death in the family. In many cases, the financial value of the “stuff” is modest relative to other assets that comprise a typical estate or trust. Mitigating the risks of fights over stuff also goes beyond the standard language that is often written into estate plan documents to dispose of tangible personal property at death. Examine a few of the ways in which planners can help their clients reduce the risk of destructive and costly fights over stuff long before their clients actually die.

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