Contact
Lisa Crowley
Carrell Blanton Ferris & Associates, PLC
lcrowley@carrellblanton.com
757-263-4167
Estate Administration and Successor Trustees
Presented by
CARRELL BLANTON FERRIS & ASSOCIATES, PLC
Tuesday, August 9th from 8:30am-10:00am
An overview of the estate and trust administration process and duties of the successor trustee. Gain an understanding of how various forms of ownership impact the administration process. Gain knowledge of various after-death planning strategies which are available to your clients. Presented by Kenneth A. Dodl and Beth Ann Lawson. Approved for 1 hour of CE credit. A light breakfast will be provided.
If you have questions or need more information please contact:
Lisa Jones Crowley direct (757) 263-4167 main (757) 263-4167
lcrowley@carrellblanton.com