FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were addressed at the 58th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices will be covered. Kim Kamin, Partner, Chief Wealth Strategist, Gresham Partners LLC Kevin Matz, Partner, ArentFox Schiff
Estate Settlement and Probate
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Settling the Affairs of a Loved One
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Losing a loved one can be very difficult. Yet, as an executor, spouse, or family member, you need to take steps to ensure that your loved one's financial affairs are properly settled as part of the family’s end-of-life planning. To help with the process, this step-by-step guide outlines the key tasks, including selecting an executor, considering the need for an attorney, managing online bills and paperwork, and planning for the future. A checklist is also provided to help you collect key personal and family financial information.
The passing of a family member is always stressful and challenging. The family office plays a critical role in helping the family through the process, often coordinating everything from the smallest funeral details to the preparation of the IRS Form 706. During this webinar, Mandy Chardoul and Jessica Wiltjer will discuss the benefits of pre-planning, through the use of fire drills and mock/proforma 706 preparation. They will also share experiences and lessons-learned in dealing with the deaths and estates.