Administration of the Estate


Judy Yuriko Lee
Esq., CFP®, Partner - Goodsill Anderson Quinn & Stifel, A Limited Liability Law Partnership

With Travis Agustin

Lesson Objectives:

  • Identify the purpose and need for proper estate planning
  • Gain an understanding of the concepts of estate tax
  • Gain an understanding of estate administration process



Video PPT Slides




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