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Presenter, The National Business Institute (September 16, 2020).

Join Kathy DeLacy, Partner in our Estates & Trusts Department, as she joins with an esteemed panel of colleagues to present Estate Administration from A to Z to the National Business Institute on Wednesday, September 16, 2020.

In the full-day program, the presenters will cover a wide range of topics as they walk through estate administration processes and procedures. The course will serve as a comprehensive step-by-step instruction guide to the crucial elements of opening, managing, reporting and closing estates. 

The intermediate level program has been designed for attorneys, CPAs and accountants, paralegals, financial planners, wealth managers, tax professionals and trust officers. The course has been approved for 6.70 hours of Delaware Continuing Legal Education Credit; 8.00 hours of CPE credits for accountants/NASBA; and 8.00 credits for Financial Planners.