Wintrust Wealth Management

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.

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