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Post-Mortem Considerations

Keeping a complex process focused


For the families and beneficiaries of high-net-worth individuals, settling an estate can be quite extensive, beginning with the process of gathering and determining the value of assets and ending — often many years later — with the distribution of assets. The period in between, the post-mortem administrative period, often gives rise to complex tax, financial, and other considerations. Effective post-mortem administration responds to the estate’s unique mix of assets, liabilities, and family considerations.

This article offers a sense of what to expect during the post-mortem administrative period, including the factors that may complicate or simplify it. The article discusses:

  • How long it typically takes to settle an estate, and what, if anything, can the family do to expedite the post-mortem process.
  • Some of the complexities that can extend the administrative period.
  • How the presence of a family business can affect the administrative process.
  • Some of the typical U.S. tax concerns during the administrative process for an estate.
  • Special considerations for periods of market volatility and loss.

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