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LEARN AND EARN TOPIC: EXECUTOR/TRUSTEE OBLIGATIONS “TAKING THE MYSTERY OUT”
Continuing Education Seminars for CPAs, CFPs and CLUs
Presented by: Charles C. Bratton, II & Austin F. DuBois of Bratton Law Group Attorneys at Law
Date: Wednesday September 15, 2010
Time: 8:00 a.m. to 12:00 p.m.
(Registration begins at 7:30 a.m.)
Location:
Laurel Creek Country Club
701 Centerton Road
Mt. Laurel, NJ 08054
Continuing Education Credits:
NJ CPAs 4 credits Provider Number 20CE00167400
CFP 4 credits Provider Number 1913
NJ Insurance 4 credits Pending
For reservations just complete the form below and mail it with your check to Bratton Law Group Attorneys at Law, 208 White Horse Pike, Haddon Heights, New Jersey 08035 Attn: Tina or fax it to us at (856) 546-5123 with your Visa, Mastercard or American Express number and expiration date.
Chris and Austin look forward to seeing you at this informative and timely seminar.
Please note: Credits will not be issued if this form is not filled out correctly!!
SEMINAR HIGHLIGHTS:
What/Who is a Fiduciary?
Duties of a Fiduciary
Potential Liability
Filing Returns, Notice to Creditors
Insolvency
Final Wrap Up of Estate
Professionals will gain a working understanding of Executor and Trustee responsibilities and duties. Come and learn strategies that can be used to make sure clients avoid liability, administer estates and trusts properly, and file all appropriate returns. We have prepared a set of topics and will elaborate upon the latest cases, rulings, and statutes.
Come prepared for a lively and informative presentation!!!
A Full Breakfast will be served!!
$65.00 per attendee
Previous attendee comments from another Bratton Law Group seminar:
“Great Presentation – Valuable information on estate planning and Medicaid planning” – W. Graves
“Very Informative” – R. Faherty
“Excellent Presentation” – D. Workman
______________________________________________________________________________
Please return a separate form for each attendee, feel free to make as many copies as are needed.
Company: _____________________________
Telephone: _____________________________
Number Attending: ________________________ Amount: $_________
Credit Card Number:__________________________ Exp Date:_______
VISA MASTERCARD AMERICAN EXPRESS
Signature:__________________________
Name of Attendee: _______________________________________
Address: _______________________________________________
_______________________________________________
NJ CPA NJ CFP NJ Insurance
If you are an insurance producer or CFP and wish to obtain credits please provide the following: (please print or type)
Producer Number: ______________________________________________________________
Business Address: ______________________________________________________________
Residence Address: _____________________________________________________________
Social Security No.: Last Four Digits Only: __________________________________________
Birth Date: ________________________________
ANYONE ARRIVING AFTER 8:30 WILL ONLY RECEIVE 3 CREDITS
Please note: Credits will not be issued if this form is not filled out correctly!!
Call 856 770 2744 or complete the Contact us form