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Home / Continuing Education for Financial Professionals / Foundations of Estate Administration

Foundations of Estate Administration

December 14, 2016 by Sinclair Prosser Gasior

  Estate Planning Attorney Victor A. Lembo recently presented a  continuing education program for financial professionals on the “Foundations of Estate Administration”.   The material provided a close look at the processes involved in Estate Administration such as the required asset documentation, beneficiary information, tax identification, debts of the estate, accountings, tax returns, asset transfers, etc.

Attendance of the seminar qualified for 2 continuing education credits for Maryland Life & Health insurance agents, Certified Financial Planner and Certified Public Accountants. There is additional value to financial professionals in learning and understanding the important role that insurance and certain financial products can play in estate planning. and in working with legal professionals to provide their clients with a financial plan that compliments their estate plan.

If attending one of our Continuing Education classes is of interest to you, or if you would like to sign up for our monthly Educational Alert,  please contact us at 410-573-4818.   You may also find out more about our law firm and the services and resources that we offer by visiting https://spgasior.com/

 

 

 

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Sinclair Prosser Gasior
Sinclair Prosser Gasior
Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future.
Sinclair Prosser Gasior
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Filed Under: Continuing Education for Financial Professionals

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We initiated estate planning following a presentation by Sinclair Prosser Attorney Jon Gasior. We were so impressed, we contracted with them to complete our estate planning. Subsequently, we assembled information on our assets and Sinclair Prosser Gasior did the rest. Correspondence was communicated to our financial institutions and the estate was established. We were very pleased with the courteous manner of the Sinclair Prosser Gasior staff. However, it was their professionalism that made us satisfied we chose this firm to handle our estate. We have nothing but praise for Sinclair Prosser Gasior .

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