Sifting through a decedent’s life story can feel like a daunting task. However, one of the primary roles in an estate administration is untangling those threads to locate assets, titling, and gifting. Without the help of the decedent, it may feel a bit like paranormal magic. More often, it is sifting through the dusty paperwork in the closet and combing through the drawers. We will cover practical issues such as how to identify and locate the most pertinent documents, marshal and value assets, and identify liabilities and issues with resolving debts.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Tabitha L. Edmonson, Calamos Wealth Management, Chicago
Adam Novak, Driehaus Trust Company, Chicago