WEBINAR: Estates, Trusts, and Planning for Tomorrow: Assisting Your Clients to Assess Need and Prepare an Effective Estate Plan

2 Hours other


Wednesday, August 14, 2024
10:00 AM - 12:00 PM (EDT)
Online Webinar
Category: Other - Webinars

Attorney Julia Parrish, of Barley Snyder, will provide an overview of the estate planning process and share a roadmap of estate and trust administration to assist the accountant and tax preparer in recognizing when to advise clients to prepare and update estate planning documents, and how to prepare for meeting with an attorney to begin the estate planning or estate administration process to maximize efficiency.

Registration Options

Credits Price
Member
Registration Ended 8/14/24 at 10:00 AM EST
2.00 (Other) $59.00
Non-Member
Registration Ended 8/14/24 at 10:00 AM EST
2.00 (Other) $89.00

No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.

For More Information:

Pennsylvania Society of Tax & Accounting Professionals Logo 150 Corporate Center Drive Suite 205
Camp Hill, Pennsylvania 17011
United States
800.270.3352