This event has expired.
Date:
December 07, 2016
Time:
12:00 PM
Location:
O'Connell Law LLC
Address:
3 Eliot Street
Natick, MA 01769

L U N C H & L E A R N

What To Do (And NOT Do) When Your Client Dies 

A client dies and their financial advisor flies into action to help the surviving spouse or kids claim policies, retitle accounts and “tidy” everything up. Does this look familiar?

The best help is to advise the client to call an estate administration attorney and not move any assets. As a coordinated advisor team, we can work more effectively together. Estate administration is usually not urgent and benefits from a deliberate review and strategy.

Let us help you! 

Learn about the complexities of estate administration which spans probate, trust, real estate and tax law. We will identify all the moving pieces and explain how waiting to claim, retitle or distribute accounts can benefit the family and save money. Learn how to support the estate administration process as part of the advisor team and add credibility to the client relationship. This can be an opportunity to grow the client relationship to extend to other family members as assets are distributed or held in trust for their benefit.

December 7th, 2016 

12:00PM - 1:30PM 

3 Eliot Street, Natick, MA 01760

RSVP: [email protected] or Call (508) 202-1818 Ext. 212 

Lynda is Of Counsel to O’Connell Law and focuses her practice on estate and trust administration, probate and tax.

Lynda enjoys helping families unravel the complexities of how to manage a loved one’s estate, follow the instructions laid out in Wills and Trusts, meet fiduciary responsibilities, and strategize on income tax planning, all while keeping the family peace.

Estate administration is a comprehensive process spanning more than a year and intersects estate, trust, real estate, elder and tax law. Understanding the complexities of all of these areas, Lynda helps clients navigate through these concepts and provides the full range of services to see an estate administration through from start to finish, including preparation of all of the relevant tax returns. This one-stop shop enables families to coordinate all stages of estate administration and strategize for the best tax and legal outcomes over the long run.

Before joining O’Connell Law, Lynda practiced in small elder law firms in the metrowest area focusing on estate administration, probate and tax. She earned her LL.M. in Taxation from Boston University Law School in 2011 and her J.D. from Boston College Law School in 1989. Lynda fell in love with estate planning and administration as a second career after working in litigation, mediation and law firm management.

Presented by: 

Furash, Lynda-web 2016-05

Attorney Lynda Furash 

 

3 Eliot Street | Natick, MA 01760 | T: (508) 202-1818 | www.OConnellLawGroup.com