The Importance of a Well-Prepared Estate Plan
Michelle Chapin presented an Estate Planning seminar at Leisure World Conference Center in Silver Spring on Tuesday, Feb. 4 with morning (9:30-11:30) and afternoon (1:00-3:00) presentations followed by question & answer sessions. The event focused on the importance of a well-prepared estate plan and included an overview of the estate administration process.
Philip Fish of Sandy Spring Trust joined Michelle as a presenter. Specific presentation topics included:
● “An Overview of Your Estate Planning Documents”
● “Selecting & Preparing Your Trustees, Agents Under Powers of Attorney and Personal Representatives”
● “Incapacity Planning: Preparing for an Illness”
● “Administering the Estate of a Loved One”