The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.

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Estate Planning Essentials: Fed & Mass Issues (706 & M706)
June 10 @ 9:00 am – 1:00 pm
Note this is part of a Certificate in Trust & Estate Planning® – Register for any 4 at $1,195
- Filing Release of Liens, General Information & Elections
- Real Estate – Schedule A
- Stocks, Bonds – Schedule B
- Mortgages, Notes, Cash – Schedule C
- Life Insurance – Schedule D
- Joint Property – Schedule E
- Other Miscellaneous Property – Schedule F
- Lifetime Transfers – Schedule G
- Powers of Appointment – Schedule H
- Pensions & Annuities – Schedule I
- Deductions, Admin. Expenses & Debts & Losses – J,K,L
- Bequests to Surviving Spouse – Schedule M
- Charitable Deductions – Schedule O
- Generation Skipping Transfers – Schedule R
- Credits for Taxes on Prior Transfers – Schedule P and G
- Hypothetical Problem & Federal & State Computations in Detail
- Questions and Answers
CEU .4
Tuition: $295.00 includes Print or PDF Materials Or Buy the Program Materials of over 500 pages for only $150.00
All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.