One of the most difficult tasks for the Trustee or Personal Representative can be communicating with the beneficiaries and setting expectations about the estate administration process. This can be especially hard if your fiduciary has never acted in this role before. Learn what information you should be communicating to your beneficiaries and how to guide your clients in their fiduciary roles.
Course Content
9:30 - 9:35 am
9:35 - 9:40 am
9:40 - 9:55 am
9:55 - 10:05 am
10:05 - 10:15 am
10:15 - 10:25 am
10:25 - 10:30 am
Please Note
Speakers
FacultyShani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
