Description
Each year, the Estate, Tax, Legal and Financial Planning Seminar provides up to seven hours of continuing education for attorneys, licensed insurance underwriters, certified public accountants, certified financial planners, bankers and trust officers. We host participants on our hospital campus for one day as well as industry experts in area of estate planning.
Learning Objectives
This year's learning objectives and session topics include:
Family Law
Funding Formulas
Traps in Charitable Planning
Transfer Tax Strategy
Multi-State Issues when Administering Trusts
Recent Developments in the Industry