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Use of Trusts in
Estate and Long-Term Care Planning
& Understanding the
Law and Tax Requirements
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One Day
Seminars |
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August
24:
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Williamsport
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September 14:
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Wilkes-Barre |
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September 20: |
Greensburg |
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September 21: |
Sharon |
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September 25: |
State College |
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Seminar
Credits:
8.0CPE
6.5CLE
Seminar runs from
8:30am - 5:00pm |
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 Register
here.
You and your
loved ones deserve the best.
Learn
how to make the correct and educated decisions that will
effect lives. |
Two Day Seminar
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October 4 & 5th:
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Lancaster, PA
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Seminar Credits:
16.0 CPE 13.0 CLE
Seminar Days run from 8:30am -
5:00pm
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Seminar
Agenda Outline |
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Day One |
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8:15 8:30 Registration |
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8:30 8:45 Introduction
and Announcements |
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8:45 10:15 Top 10 Things
You Should Know About The New Trust Law |
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10:15 10:30 Break |
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10:30 12:00 Trust
Taxation - 1041 |
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12:00 12:45 Lunch
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12:45 1:00 DocuBank -
Sponsor |
Importance of
record storage |
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1:00 2:30 Federal Estate
Tax |
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2:30 -2:45 Break |
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2:45 5:00 Life after the
DRA |
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Day Two |
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8:15 8:30 Registration |
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8:30 8:45 Introduction
and Announcements |
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8:45 10:15 Guardianship
Process |
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10:15 10:30 Break |
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10:30 12:00 Capacity
Issues Alzheimers Association |
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12:00 12:45 Lunch
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12:45 1:00 A Note from
Our Sponsor - ?? |
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1:00 2:30 Pennsylvania
Inheritance Tax |
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2:30 -2:45 Break |
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2:45 5:00 Special Needs
Trusts |
 ELTCP
is registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State
boards of accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding
registered sponsors may be addressed to the National Registry of
CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN,
37219-2417. Web site:
www.nasba.org
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