Fifth Third Bank

Virtual Workshop: Administering Your First Estate

Date: Wednesday, September 20, 2023
Time: 8:30am - 10:00am
Location: Zoom Virtual Meeting
Speaker: Raquel Porter, JPMorgan Chase Bank; Joel Schoenmeyer, BMO Family Office

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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.

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