Vendor Platform
Some CPAs & FAs might focus on estate administration; however, many more will come across this through routine work with a client. This course provides an overview of how you can help to administer an estate.
Any CPA or FA who wants to become familiar with the basic aspects of estate administration
Basic
None
Robert S. Keebler is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.
$89.00 - Member
$109.00 - Nonmember
Note: Online pre-registration will close on March 25 at 9:30 AM.
Remind me to register
Print a registration form