Both Members and Guests please register online in order to recieve CE units,                            (you can still pay with a check at the meeting, but please register online)

     The majority of consumers have no idea as to what happens when they

or their spouse becomes mentally incapacitated or one of them passes

away. Much depends on the documents, or lack thereof, they have in

place. The presentation includes a brief summary of the various estate

planning documents and the purpose each serves.

     When it comes to estate administration and, in particular, trust

administration, the best approach is a "team approach," where the

financial planner, the accountant and the attorney work together to

facilitate the transfer of assets either to a surviving spouse or to heirs.

     The processes for trust administration and probate have many things in

common, including some mandatory notifications to beneficiaries and

heirs.

     This is a great opportunity for professionals to collaborate and learn from

one another how best service the needs of our clients.