Conducting an Estate Settlement Fire Drill - What Should be on Your Checklist?
Overview
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.
Mandy Chardoul, CPA, MST, CFP®, Tax Partner, Plante Moran, PLLC
Jessica Wiltjer, CPA, Principal, Plante Moran, PLLC
Scott Winget, Enterprise Market Leader, FOX