Finalizing Estates and Trusts - Trust and Estate Conference 2021 - 06/01/2023
Conference will feature speakers sharing their advanced trust and estate planning knowledge. Attendees will gain deeper insight on estate planning trends, current best practices, and ways to best advise clients.
On-Demand Self-Study
Learning Objectives
Robert Barnett and Gregory Matalon will tell us what CPAs absolutely need to know about finalizing estates and trusts in this not-to-be missed session.
CPE Credits Available
0
Taxation (NYSED) - NYSED
Things to Know About This Course
Course Level
Update
Professional Area of Focus
Taxation (NYSED)
Prerequisites
None
Advanced Preparation
None
Intended Audience
CPAs and other financial advisors, as well as attorneys, involved in all aspects of estate and trust administration, including those who advise executors and trustees.
