Workshop - Estate Administration Fundamentals
Date: Thursday, November 9, 2017
Time: 12:00pm - 1:30pm
Location: Sugar Felsenthal Grais & Hammer, 30 N. LaSalle Street, 30 N. LaSalle Street, 26th Floor, Chicago, IL
Speaker: Julie Pleshivoy, Sugar, Felsenthal Grais & Hammer LLP; Raquel Porter, BMO Harris Bank N.A.
This event is being co-sponsored by:
BMO Private Wealth Management and
Sugar Felsenthal Grais & Hammer LLP
A boxed lunch will be available at 11:40 a.m. and the presentation will begin promptly at Noon.
This presentation is designed for estate planning professionals who are new to estate administration or need a basic refresher, and will provide the attendees with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll also learn how to meet every deadline, follow procedures and gain a better understanding of estate administration to avoid common pitfalls.
