Wealth Preservation

Wealth Preservation Seminar: Trust Administration - How to Do it Right

10/23/2018 05:00 PM | Event

Complimentary seminar for CPAs, CFPs and Attorneys

(2 CPE/CFP/CLE credits)

October 23, 2018

5:00pm – 5:30pm Register and Networking

5:30pm – 7:10pm Seminar

I. Richard Ploss and Travis Scales will educate attendees on interacting and advising clients who are nominated to serve as Trustee under an estate plan and will also familiarize financial planners on how their investment advice impacts a trustee's fiduciary duties under the Uniform Trust Code.

 

Please click here to register.

For questions, please contact Shannon Tomassi at 973.889.4295

Credits:

For CPE credit purposes, this program will be at an intermediate course level with no prerequisites. There will be 2.0 CPE Taxation credits offered.

This program is pending by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, 2.0 qualify as hours of credit toward certification in civil trial law, and 0 qualify as hours of credit toward certification in criminal trial law, workers compensation law and/or matrimonial law. BCLE Reg. 302:10.
100 Southgate Parkway, Morristown, NJ 07962