Essentials of Estate Administration

Led by Leah Del Percio, President, CEO, and co-founder of Trustate, a leading estate administration platform, this learning path covers all the essentials: a comprehensive overview of the process of managing and distributing the assets of a deceased person, risk mitigation strategies, leveraging technology in an estates practice, seamlessly integrating estate administration into an existing practice, navigating tax implications, and adeptly handling atypical assets. With these courses, attendees will gain invaluable insights from a seasoned expert and enhance their proficiency in practicing trusts and estates law.