Miami-Dade: Trusts, Estates, & Legacy Planning

Overview

Learn the foundation of estates and trusts!

Join the us for a practical panel discussion on common estate and trust matters and an evening of networking and drinks! Covering the roles of CPAs, attorneys, financial advisors, and fiduciaries in the estate planning and administration process, this event offers practical insights for recognizing potential issues, asking better questions, and knowing when to involve estate and trust specialists.

Estate & Trust Essentials: What Every Practitioner Should Know
Credit and Type: 1 Technical Business
Speaker Name: Tamera George, CPA

CPA Tamera George will provide a practical overview of estate and trust matters from accounting and legal perspectives. He'll address common client circumstances that should prompt additional inquiry, fundamental estate and trust concepts practitioners should recognize, and the roles of the professionals involved in the planning and administration process. Learn practical ways to identify potential estate and trust issues and determine when specialized tax or legal assistance may be appropriate.

Meal Description
Dinner and wine will be provided.

Chapter Registration Contact
Name: Lateefah Parramore
Email: lparramore@team-tristar.com

Member Cost: $10
Non-Member Cost: $15

Register Online
Click "Add to Cart" button below.

Register by Phone
Call Member Services at (850) 224-2727.

Proudly sponsored by KSDT.