The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
- This event has passed.
Trust Administration
How to be a Good Trustee and How to Add Fiduciary Services to your Practice
Note this is part of a Certificate in Trust & Estate Planning® – Register for any 4 at $1,195
CEU .4
2025 Reservation Form
May 19 @ 1:00 pm – 5:00 pm
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.
