Porzio Wealth Preservation Seminars: Fiduciary Bootcamp - Executor
Complimentary seminar for CPAs, CFPs and Attorneys
(2 CPE/CFP/CLE credits)
February 27, 2018
5:00pm – 5:30pm Register and Networking
5:30pm – 7:10pm Seminar presented by:
Joseph G. Dolan, Principal, Porzio
Richard Ploss, Counsel, Porzio
Travis Scales, Associate, Porzio
This program is the second in a series of seminars that will be put on in 2018 by the Wealth Preservation group on a range of estate planning, elder care, trust, and tax topics.
This seminar will address the intricacies of probate, the role of an executor and how one is appointed, and the responsibility for non-probate assets and taxes. The program will also advise on handling assets in multiple states, dealing with unhappy beneficiaries, and the complete administration process of an estate.
Please click here to register.
For questions, please contact Shannon Tomassi at 973.889.4295.
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Porzio Wealth Preservation Seminars
Fiduciary Bootcamp: Trustee & Uniform Trust Code
March 20, 2018