Lorman Seminar: Rules of Trust Administration

On Thursday, August 15, 2013 I presented at the Lorman Seminar on the Rules of Trust Administration in San Francisco.

My topic: Your Client Passed Away, Now What?
A rough outline of my presentation:

• Initial Meeting
• Identifying the Players - Who is the Client
• Potential Ethical and Practical Problems
• Identifying the governing Documents
• Identifying Assets
• Distribution Provisions
• Effective Office Procedures

You can fine the link to my Power Point Presentation below:
Your Client Passed Away - Power Point Presentation

Thanks to everyone who attended!