We will review the administration of non-complex estates, including the probate process, trust administration, distribution of assets, tax issues, and advising the individual fiduciary. Attendees will come away with a knowledge of basic estate and trust administration without weeding through the complexities of estate and gift tax planning and returns.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Kathryn Shores, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest
Carrie A. Zuniga, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest