ABOUT THE EVENT
Location: Virtual
Date: Wednesday, December 9, 2020
Time: 4:00 pm - 5:00 pm ET
1.0 Substantive CLE Credit
Ethics Law
$10 registration fee (free for Villanova faculty, staff and students)
The most important job for an Executor is gathering a client’s assets and distributing those client’s assets to his/her heirs at the conclusion of the estate administration. But how does an Executor know what assets your client owned when the client died? Bernard M. Resnick, Esq., Entertainment Lawyer, and Robert M. Maxwell, Managing Director of The Glenmede Trust Company, N.A. will discuss how a client can best share that information with the client’s Executor, as well as how an executor can search for and discover assets a client had if the client leaves his/her affairs in a mess.
Bernard will discuss his book “The Big List,” available for purchase, in the context of how to advise clients regarding minimizing personal risk when it comes to medical care, trust and estate planning and life in general during the time of Covid-19. Bob will look at the messy side of things – traditional ways to search for a client’s assets as well as gaining access to digital assets and information through Pennsylvania’s newly passed Revised Uniform Fiduciary Access to Digital Assets Act. Please join us for this seminar. This not only applies to estate attorneys, but to each of us who plans to leave a legacy.
Following this discussion, join fellow alumni for small group networking and conversation at our post-CLE social from 5:30 - 6:00 pm ET. Zoom breakout rooms will be randomly assigned.
We look forward to seeing you!
QUESTIONS?
Contact alumni@law.villanova.edu.
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