Workshop - Administering Your First Estate
Date: Thursday, March 4, 2021
Time: 12:00pm - 1:30pm
Location: Webinar
Speaker: Julie S. Pleshivoy, Taft and Raquel Porter, JPMorgan Chase
Discuss how to handle the administration of a decedent's estate or trust from death through final distribution.
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.
