Postmortem administration checklist for CPAs
Date
July 20, 2015
This session will cover the many important issues that must be addressed after the client has died - either to confirm the client's planning decisions, or to repair problems the client failed to address, or addressed incorrectly.
Learning Objectives:
1. Gain an understanding of the many decisions and elections that must be made after a client's death.
2. Learn about the many post death choices available for a family; how they work and when they are used.
Learning Objectives:
1. Gain an understanding of the many decisions and elections that must be made after a client's death.
2. Learn about the many post death choices available for a family; how they work and when they are used.
Speaker
Steven Siegel, J.D., LL.M. (Taxation)
President, The Siegel Group
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