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