Executor/Trustee Obligations “Taking the Mystery Out” 

LEARN AND EARN TOPIC: EXECUTOR/TRUSTEE OBLIGATIONS “TAKING THE MYSTERY OUT”

Continuing Education Seminars for CPAs, CFPs and CLUs

Presented by: Charles C. Bratton, II & Austin F. DuBois of Bratton Scott Attorneys at Law

Date: Wednesday September 15, 2010
Time: 8:00 a.m. to 12:00 p.m.
(Registration begins at 7:30 a.m.)
Location:

Laurel Creek Country Club
701 Centerton Road
Mt. Laurel, NJ 08054

Continuing Education Credits:
NJ CPAs 4 credits     Provider Number 20CE00167400
CFP 4 credits    Provider Number 1913
NJ Insurance 4 credits    Pending
For reservations just complete the form below and mail it with your check to Bratton Scott Attorneys at Law, 208 White Horse Pike, Haddon Heights, New Jersey 08035 Attn: Tina or fax it to us at (856) 546-5123 with your Visa, Mastercard or American Express number and expiration date.

Chris and Austin look forward to seeing you at this informative and timely seminar.

Please note: Credits will not be issued if this form is not filled out correctly!!

SEMINAR HIGHLIGHTS:

What/Who is a Fiduciary?
Duties of a Fiduciary
Potential Liability
Filing Returns, Notice to Creditors
Insolvency
Final Wrap Up of Estate

Professionals will gain a working understanding of Executor and Trustee responsibilities and duties. Come and learn strategies that can be used to make sure clients avoid liability, administer estates and trusts properly, and file all appropriate returns. We have prepared a set of topics and will elaborate upon the latest cases, rulings, and statutes.

Come prepared for a lively and informative presentation!!!
A Full Breakfast will be served!!

$65.00 per attendee

Previous attendee comments from another Bratton Scott seminar:
Great Presentation – Valuable information on estate planning and Medicaid planning” – W. Graves
Very Informative” – R. Faherty
Excellent Presentation” – D. Workman
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NJ CPA           NJ CFP      NJ Insurance  

If you are an insurance producer or CFP and wish to obtain credits please provide the following: (please print or type)

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ANYONE ARRIVING AFTER 8:30 WILL ONLY RECEIVE 3 CREDITS

Please note: Credits will not be issued if this form is not filled out correctly!!