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5/9/2014

Wendy Denton Heleen speaks on how to best choose or serve as an Executor of an Estate

On May 7, 2014, Wendy Denton Heleen presented "Choosing or Serving as an Executor of an Estate: Duties, Responsibilities and Family Considerations" to invitees of the University of Pittsburgh's Osher Lifelong Learning Institute and the University's Office of Institutional Advancement.  The presentation provided insight not only on what to consider when choosing an executor, but also what is required should you be chosen to serve as one. In addition to outlining these considerations and facts, Wendy answered many questions regarding general estate planning and estate administration matters.

Wendy is a member of the firm's Estate Planning and Administration Group. She specializes in all matters relating to planning and dealing with incapacity and death, including charitable planning and estate and trust documents. She advises her clients in regard to probate and non-probate matters, beneficiary designations and planning to minimize income, gift, Federal estate and state inheritance tax. She also advises decedent’s family members on estate administration procedures, including the preparation of death tax returns and the establishment of trusts.

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