This seminar will give you an overview of the responsibilities of a Power of Attorney (POA) and an executor/executrix of an estate. We will focus on what powers should be included and defined in a POA document as well as what is involved in the estate administration process. Other topics will include how the PA inheritance tax is paid, how Taxpayer Identification Numbers (TINs) are established, what happens with digital accounts and estate record keeping. These are complex tasks and extremely important responsibilities in the wealth transfer process. We are pleased to have attorney Marci Miller from Gibbel Kraybill & Hess here to present this informative session.
Seminars