Business Essentials: So You’re A Trustee or Executor: Now What
GUEST SPEAKER: Nicole Warmerdam, Law Office of Nicole Warmerdam
Nicole D. Warmerdam is a board certified specialist in trust and estates. She has dedicated her 15 years of practice to counseling clients regarding a broad range of estate planning and administration matters, including drafting and implementing their estate plans, petitioning the probate court to resolve issues relating to estates and trusts, and navigating the process of administering estates and trusts after death. Prior to opening her own law firm, Nicole worked for several preeminent estate planning firms in Northern California and Southern California that concentrated in both basic and complex estate planning and administration.
Nicole strongly believes in empowering individuals with the knowledge they need to ensure that they and their loved ones are cared for and their estate is protected. She frequently speaks to local community and civic organizations, business associations, and social clubs about trust and estates issues.
Nicole is a member of the San Mateo County Bar Association, a member of the San Mateo Chamber of Commerce and its Business Referral Network, and Vice President of the Peninsula Estate Planning Council. Nicole is also on the Board of the Peninsula Family YMCA and, in her spare time, volunteers for its Youth And Government program.
For families already dealing with the grief of loss of a loved one, the process of administering their estate can be a daunting task. The unfortunate reality is that the Trustee or Executor of an estate is tasked with duties and responsibilities that begin almost immediately after death. If you have been named as a Trustee or Executor of someone’s estate, it is important that you understand what’s expected of you. Even with a simple estate, there are several actions a Trustee or Executor must take before the estate can be properly distributed.
This webinar will focus on how to administer an estate in a manner which is thoughtful, deliberate and transparent, including practical tips regarding:
Þ Locating important documents
Þ Reporting the death
Þ Collecting, valuing, and managing assets
Þ Handling debts and expenses
Þ Keeping the beneficiaries informed
Þ Filing the necessary tax returns
Þ Distributing assets as the decedent directed
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For admission, please ensure your Zoom screen name matches your registration name.
Topic: Business Essentials: So You’re A Trustee or Executor: Now What?
Time: Jul 28, 2020 10:00 AM Pacific Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/82706047095?pwd=eUtlRmNMclBPbW9pbDJFSE9QdUNQUT09
Meeting ID: 827 0604 7095
Password: 376473
One tap mobile
+16699009128,,82706047095# US (San Jose)
Nicole D. Warmerdam is a board certified specialist in trust and estates. She has dedicated her 15 years of practice to counseling clients regarding a broad range of estate planning and administration matters, including drafting and implementing their estate plans, petitioning the probate court to resolve issues relating to estates and trusts, and navigating the process of administering estates and trusts after death. Prior to opening her own law firm, Nicole worked for several preeminent estate planning firms in Northern California and Southern California that concentrated in both basic and complex estate planning and administration.
Nicole strongly believes in empowering individuals with the knowledge they need to ensure that they and their loved ones are cared for and their estate is protected. She frequently speaks to local community and civic organizations, business associations, and social clubs about trust and estates issues.
Nicole is a member of the San Mateo County Bar Association, a member of the San Mateo Chamber of Commerce and its Business Referral Network, and Vice President of the Peninsula Estate Planning Council. Nicole is also on the Board of the Peninsula Family YMCA and, in her spare time, volunteers for its Youth And Government program.
For families already dealing with the grief of loss of a loved one, the process of administering their estate can be a daunting task. The unfortunate reality is that the Trustee or Executor of an estate is tasked with duties and responsibilities that begin almost immediately after death. If you have been named as a Trustee or Executor of someone’s estate, it is important that you understand what’s expected of you. Even with a simple estate, there are several actions a Trustee or Executor must take before the estate can be properly distributed.
This webinar will focus on how to administer an estate in a manner which is thoughtful, deliberate and transparent, including practical tips regarding:
Þ Locating important documents
Þ Reporting the death
Þ Collecting, valuing, and managing assets
Þ Handling debts and expenses
Þ Keeping the beneficiaries informed
Þ Filing the necessary tax returns
Þ Distributing assets as the decedent directed
=======================
For admission, please ensure your Zoom screen name matches your registration name.
Topic: Business Essentials: So You’re A Trustee or Executor: Now What?
Time: Jul 28, 2020 10:00 AM Pacific Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/82706047095?pwd=eUtlRmNMclBPbW9pbDJFSE9QdUNQUT09
Meeting ID: 827 0604 7095
Password: 376473
One tap mobile
+16699009128,,82706047095# US (San Jose)
Images
Date and Time
Tuesday Jul 28, 2020
10:00 AM - 10:30 AM PDT
Location
Zoom Link is sent in meeting confirmation
Fees/Admission
Free
