January 2016

Back to Basics: Managing stocks and shares as part of an estate

By 2016-03-22T13:17:00

christopher eriksson lee

Practitioners face a number of issues when dealing with an estate that contains portfolios of stocks and shares. It’s important to have a good understanding of how you can help clients plan before death, and deal with shares as part of the administration of an estate after death. Christopher Ekisson ...

 

 

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