Estates, Trusts, and Planning for Tomorrow - Assessing Need and Preparing an Effective Estate Plan

2 hours

Attorney Julia Parrish, of Barley Snyder, will provide an overview of the estate planning process and share a roadmap of estate and trust administration to assist the accountant and tax preparer in recognizing when to advise clients to prepare and update estate planning documents, and how to prepare for meeting with an attorney to begin the estate planning or estate administration process to maximize efficiency.

Julia Parrish, Attorney, is a member of Barley Snyder’s Trusts & Estates Practice Group with two decades of experience, focusing her practice in the areas of estate planning and trust and estate administration.

Julia is passionate about her chosen field because of how it enables her clients to achieve their goals and effectively plan for the future. Helping her clients through difficult times, whether death or incapacity, and finding creative solutions to problems is important to her. Julia’s practice includes preparing documents such as last will and testaments, powers of attorney, healthcare powers of attorney, living wills, trusts and non-judicial settlement agreements for trusts; aspects of business succession planning and tax planning; in addition to representing clients in guardianship matters and more.