What Financial Planners and CPAs should know about Trusts and Estates 03-26-2024
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What Financial Planners and CPAs should know about Trusts and Estates
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Embark on a transformative journey with Bob Keebler, CPA, a luminary in the field of intergenerational wealth transfer. This meticulously designed course goes beyond the basics, diving into the intricate world of trusts and estates. As a trusted advisor, you'll acquire a deep understanding of how to strategically navigate this complex arena, ensuring a seamless transition of wealth across generations.
Attendees Comments:
A few comments from listeners when they were asked what the learned from the webinar:
Bob did a great job of covering a LOT of basics, without making it anymore difficult than it already was. I know he would like to have dug deeper into some of the subjects, but he held back thankfully for the audience.
- Joseph V.
Learned a lot of good terms and ideas on when to suggest certain trust types
- Brad S.
Speaker clarified many of the legal terms to help us sound more educated of the nomenclature used by Estate Attorneys.
- Marian J.
The deeper dive into Rule against perpetuities - 100 years is really not that long was interesting and new to me.
- Heather C.
Bob did a great job of covering a LOT of basics, without making it anymore difficult than it already was. I know he would like to have dug deeper into some of the subjects, but he held back thankfully for the audience.
- Joseph V.
Learned a lot of good terms and ideas on when to suggest certain trust types
- Brad S.
Speaker clarified many of the legal terms to help us sound more educated of the nomenclature used by Estate Attorneys.
- Marian J.
The deeper dive into Rule against perpetuities - 100 years is really not that long was interesting and new to me.
- Heather C.
Bob did a great job of covering a LOT of basics, without making it anymore difficult than it already was. I know he would like to have dug deeper into some of the subjects, but he held back thankfully for the audience.
- Joseph V.
Learned a lot of good terms and ideas on when to suggest certain trust types
- Brad S.
Speaker clarified many of the legal terms to help us sound more educated of the nomenclature used by Estate Attorneys.
- Marian J.
The deeper dive into Rule against perpetuities - 100 years is really not that long was interesting and new to me.
- Heather C.