Bousquet Holstein PLLC

Closing the Estate – How is it done? (RSVP by 3/18)

Date: Thursday, March 21, 2024
Time: 12:00pm - 1:15pm
Location: Hybrid
Speaker: Mary Anne Cody

Thank you to our sponsor!

CNY Estate Planning Monthly Meeting:  Closing the Estate - How is it done?


March 21st at Noon, Hybrid at Central New York Community Foundation

Presented by Mary Anne Cody, partner, Mackenzie Hughes LLP

In this presentation Mary Anne will outline the steps required to close an estate including the preparation of an estate accounting.  She will also describe the methods for closing an estate (by judicial decree or informal settlement). In addition, there will be a broad overview of tax filings that may be required to conclude an estate.

Mary Anne’s practice concentrates on financial planning issues for businesses and individuals. Her areas of emphasis include estate planning, fiduciary compliance and business tax and succession planning.  In addition, she acts as general counsel for numerous not for profit entities advising on all matters from formation to dissolution to governance. Prior to joining Mackenzie Hughes, Mary Anne practiced as a Certified Public Accountant with both national and regional accounting firms. Her experiences ranged from tax compliance to the review of audited financial statement tax footnotes for public companies, to estate and financial planning for high net worth individuals.

 **One hour of Continuing Legal Education credit in the area of Professional Practice provided by Mackenzie Hughes LLP, a NYS CLE Accredited Provider, is available for attorneys who attend in-person. This program is appropriate for both newly admitted and experienced attorneys.**



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Meeting ID: 962 1314 8428

Passcode: 107613





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