Estate Administration and Trust Administration 101
Estate Administration and Trust Administration 101
This class covers the important components of managing and establishing a trust and the process of settling an estate. This course is for those who are considering the implementation of a trust in their estate plan or for named executors or those who have an interest in the estate settlement process.
This is a joint presentation featuring Deirdre McCartney of SERGOVIC, CARMEAN WEIDMAN, McCARTNEY & OWENS, P.A. and Robert Jeter, CFP, CRPC, a Financial Advisor at InFocus Financial Advisors, Inc. Both are instructors with The Money School, a program of the Delaware Community Reinvestment Action Council (DCRAC).
NOTE: this meeting is being conducted through ClickMeeting, an online meeting platform. You MUST REGISTER to receive instructions for joining the meeting.
If you have need assistance with registration or getting your meeting invitation, please email us.
This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-877-307-6858.
- Date:
- Monday, June 22, 2020
- Time:
- 5:00pm - 6:00pm Eastern Time
- Location:
- Lewes Library Zoom Meeting
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Social Services