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 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 Attorneys at Law. 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.
