Seminar: “TAKING THE MYSTERY OUT”

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

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. Attn: Tina or fax it to us at 856 770 2744 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.

Reviews

I was very pleased with the team at Bratton Law Group. As a senior and a widow, I was very nervous going to my appointment but Chris Bratton put me at ease(...)

Mary B.

I want to thank Bratton Law Group and especially Chris Bratton for all his assistance in helping us to achieve my Dad’s wishes. We know he would be so happ(...)

Renee M.

My dealings with Bratton Law Group were exceptional. The staff was great and attorney Chris Bratton could not have been easier to understand. He put everyt(...)

Mary C.

I retained Bratton Law Group to handle my affairs at a very stressful and painful time in my life. They assigned Ms. Brittany Tedesco, Esq. to my case and (...)

John S.

My wife and I retained the services of Bratton Law Group in the spring of 2019 following serious health complications of my mother. We lived in Florida and(...)

Steve F.

Thank you to the team at Bratton Law Group. You were invaluable in guiding us through the estate planning and Medicaid process during a very difficult time(...)

Vinnie B.

The team at Bratton Law Group helped me get my mother to a safe place. It broke my heart to see her decline in the 2 years this all started. She lives in N(...)

MaryBeth J.

I would like to thank you, and all of your staff, for assisting me in the most stressful, difficult and saddest year of my adult life. Your office made the(...)

Katie T.

Thank you to the team at Bratton Law Group for helping us get through the Medicaid application process for my mother. Brittany was extremely informative an(...)

Diane M.

At our first meeting, the Bratton Law Group team impressed us with their knowledge of the Medicaid process and their concern for our Mom. They explained ho(...)

Bruce R.

This note is to express our great appreciation for the work Bratton Law Group has done for our family.

We had the good fortune to meet Charles (Chris) B(...)

Bonni S. & Gerald F.

Faced with the problem of having to place a Love one into a nursing facility is a stressful, emotional ordeal for the entire family. Where are the places c(...)

Frank

Our family had retained your firm in April of 2016, to help us apply for Medicaid for our aging parents. Brittany was my main contact and was wonderful to (...)

Cindy W.

My wife and I had been putting off re-doing our will and creating an estate plan for some time. We decided to meet with Chris Bratton after a positive reco(...)

Todd P.

Chris helped me and my wife out with putting together a will shortly after our daughter was born. Not only is he friendly, he thoroughly explained everythi(...)

Adam B.

Mr. Bratton helped us put together a great estate plan that will protect our assets and provide for our son should anything happen. He spent time with us g(...)

Katelynn K.

I highly recommend Mr. Bratton for estate planning. Our family of 4 moved from out of state to NJ and shortly thereafter had another baby. Our will needed (...)

Jessica E.

Great firm. We refer matters to Chris and John and the entire firm is professional, compassionate, and hard working!

Michael D.

We are sincerely grateful to have found not only a excellent attorney, but also someone who is caring and understanding. He and his staff are a rare find. (...)

Neil B.

I have retained Chris Brattons experience for my Last Will and Testament”. Chris took all of the complexity away from the process and worked with me to com(...)

Randy A.

I used Mr. Bratton between January 2016 and March 2017 to help me first with my elderly aunt’s Medicaid application and later with settling her estate. The(...)

Michael W.

I truly see and feel the value of working with true professionals. Hiring an eldercare firm has been one of the best decisions we have made since engaging (...)

Satisfied C.

As an unmarried same-sex couple, we were searching for someone who specializes in estates, wills and trusts and who also has an up-to-date knowledge of the(...)

A.B. & N.B.

Mr. Bratton far, FAR exceeded our expectations, and my expectations are high! We had a peace of mind that we were comfortable with our future, knowing we a(...)

Carol & Robert B.

Professional, engaging, polite. A pleasure to do business with.

Frank & D.

I have worked with Chris Bratton and his team to help identify and resolve current and potential estate issues. Chris is not only very well versed, but al(...)

Frank G.

Thank you both for helping me start a new lease on life. I’m still finding my way without my late husband Louie, but this has been a great relief

Denise

Before contacting Chris Bratton, we were apprehensive of the process as we felt that it would be very confusing. However, after working together, we have f(...)

Matt and M.

I hesitated working with an elder law attorney due to concerns about costs and timelines to implement needed steps. After working with Chris Bratton and hi(...)

Michael M.

The Bratton Law Group group was extremely thorough and professional and really did a great job guiding me through such a tedious process. I highly recommen(...)

Anthony C.

I had the pleasure of working with Brittany Tedesco on numerous occasions; for Estate Sales for Residential Real Estate listings, my own personal Estate/Wi(...)

Nicole M.

The Bratton lawyers and staff guided me through a difficult time with their expertise and compassion. They quickly returned phone calls and emails. I felt (...)

Marilyn T.

Bratton Law Group was professional & competent. I’m happy to say that Brittany Tedesco and her staff took the time to respond to my questions via telephone(...)

Ellen S.

I have worked with Bratton Law Group both personally and professionally. I highly recommend them every time I meet someone in need of assistance. The whole(...)

Jackie

Bratton Law Group has been amazing so far. We are early in the process of a care plan for Mom but they have already privided a tremendous amount of support.

Jill K.

We hired the Bratton Law Group to handle the details of getting our mother and uncle approved for medicaid, and placed in a reputable facility. The entire (...)

Mark H.

Our experience with Bratton Law Group preparing our wills and durable powers of attorney was very satisfactory. Our attorney was very accommodating and kno(...)

Judith M.

Five star law firm, and then some! Lawyer Brittany Tedesco and Medicaid specialist Megan O'Callaghan guided our family through the swamp of the Medicaid a(...)

Ellen S.

My experience working with Bratton Law Group has been nothing but excellent. I have recommended them to numerous people looking for assistance with applyin(...)

Matthew J.

I had a very complex situation to deal with and the team at Bratton handled it with professionalism and detail. I am completely satisfied with their entir(...)

James G.

Our experience with the Bratton Law Group was excellent. Ms. B. Tedesco, Esq., was professional, informative, and patient. She answered all of our questio(...)

Richard F.

Chris and his team were extremely helpful. We got great advice and they made a very complicated process seem relatively straightforward. Its hard to imagin(...)

Mike V.