Virtual Workshop: Administering Your First Estate
Please join your colleagues Joel Schoenmeyer, BMO Bank N.A., and Raquel V.
Porter, JPMorgan Chase Bank, N.A., when they will 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.