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Proper Care and Feeding of an Estate Plan: How to Prepare Better For Post-Death Administration of Estates and Trusts Long Before The Client Actually Dies

Once estate planning documents have been signed and assets have been retitled, clients may feel like they are “finished” with their planning. Typically, they put their documents in a drawer and assume that their executor or trustee will deal with everything post death. Understand the importance of organizing and updating asset and liability information, share ideas for dealing with tricky assets and minimizing the risk of family conflict, and review the importance of documenting certain wishes that may not be expressly written into the will or trust. Learn about effective communication techniques with and among the plan’s key stakeholders.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-21E1-10
$80.00 or 1.00 credits
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Faculty: 

Fredrick B. Weber, Northern Trust, Chicago

Sheri E. Warsh, Levenfeld Pearlstein LLC, Chicago   

Expires: 9/30/2023

Faculty: 

Fredrick B. Weber, Northern Trust, Chicago

Sheri E. Warsh, Levenfeld Pearlstein LLC, Chicago   

Expires: 9/30/2023

Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
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