- Avoid missteps in trust administration - discover techniques to help you along the way.Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs. Discover ways to recognize the different levels of trust intricacy depending on the type and value of the assets involved. You will learn valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues. Register today and reinforce your position as a top source for trust service. Benefits for You Avoid harmful mistakes in trust administration Become an expert on special needs trusts Navigate the relationship between Medicaid and trusts Understand your fiduciary duties as a trustee Who Should Attend? This seminar is designed for attorneys, accountants, trust administrators, trust officers, bankers, enrolled agents, financial planners, presidents, vice presidents, CFOs, controllers and tax managers. Continuing Education Units Bankers 8.0 CAC 1.0 CBC 1.0 CFP 8.0 Enrolled Agents 8.0 CPE 8.0 including Specialized Knowledge and Applications 8 KS CLE 8.0 including Ethics and Professionalism 1 KS INS (Pending) MO CLE 8.0 including Ethics 1 - Detailed Credit Information Frequently Asked Questions
Hilton Garden Inn Overland Park
Overland Park KS
- Business & Networking Conferences & Tradeshows Education
- Wednesday, January 30 @ 8:30 am
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