The Impact of a Client's Death: Estate Planning Panel

Panelists:

Sponsored by:

Meeting Details:

Ever wonder what happens when a client dies; what is really the process that comes about?  If you have never been an executor of an estate of the successor trustee responsible for settling an estate then you will want to attend this discussion.  Rich Dayton will cover the legal aspects in terms critical pre-death documents and then what happens based upon those documents post-death.  Jeanne Smith will cover how Exit Stage Right can make the process less painful and provide insight into how complicated disposing of property can really become.  Teresa Scaliotti will cover the pre and post death financial issues.  If you have never gone through the process this program will open your eyes and give you important information to help your clients before and after  the crisis.

Speakers Bio:

Kent Noard, CFP® EA - KLN Finanical Group, Principal

Jeanne Smith - Exit Stage Right LLC, Estate Organization Specialist

Richard Dayton - The Dayton Law Firm
Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California, Board of Specialization

Teresa Scagliotti, CFP® - Scagliotti & Associates, Principal

Downloadable presentations:

The Impact of a Client's Death

Estate Organization

Probate Flowchart

Termination Checklist

Asset Allocation Checklist

Trust Comparison

Advanced Registration:

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends Sept. 5th.

Note: You may continue to register after September 5th but you will be charged at-the-door pricing. Online registration closes Sept. 7th.

No refunds will be made after Sept. 7th.

At The Door Registration:
(Cash or Check)

$55 - FPA Members
$60 - FPA Non-members

No refunds will be made after Sept. 7th.

This meeting qualifies for 1.5 hr of CE credit pending approval by the CFP Board.