ENG2359. What to do when a client dies? A Consolidated Case-Study (EST, PFP)

We will walk through a case study and review the process and steps to take when a client dies. We will cover the more practical aspects of the process as well as the more complex tax planning and elections that can be made at death.

Learning Objectives:

• Understand what actions may need to be taken.
• Understand how to advise client's family or advisors when a client dies.