Foundation For Continuing Education

Continuing Education for Legal, Tax, Accounting, Estate & Financial Professionals

978-468-6528

Continuing Education for Tax, Legal, Accounting,
Estate & Financial Professionals.

  • Home
  • Seminars
  • Boston Conference Center
  • Tax Law Links
  • Research Library
  • Professional Directory
  • Contact Us

The Programs Below are available by Appointment

Call (978) 468-6528 or click links below.

View/Order “Your 10 Keys to Success”
View/Order “Strategies to Survive & Prosper”

View Our Calendar of Events!

Loading Events

« All Events

2023 Trust Basics

June 1 @ 9:00 am – 1:00 pm

Note this is part of a Certificate in Trust & Estate Planning®  – Register for all 4 at $950

What is a Trust?

  • The Revocable Trust
  • Basic Tax-Purposed Trusts
  • What is an Irrevocable Trust?
  • Gifting Trusts.
  • Irrevocable Life Insurance Trusts.
  • Qualified Personal Residence Trust.
  • Nominee Trusts.
  • Grantor Retained Annuity Trust.
  • Sale to an Intentionally Defective Grantor Trust.
  • Asset Protection Planning.
  • Trusts as Corporation Shareholders.
  • Charitable Trusts.
  • Dynasty Trusts.
CEU .4

To register call 978-468-6528 or download and fax registration form below

2023 Reservation Form

Details

Date:
June 1
Time:
9:00 am – 1:00 pm
Cost:
$275
Event Category:
Certificate

Organizer

Timothy Borchers, Esq.. EPLS. AEP

Marriott Courtyard: Natick

342 Speen Street Natick
Natick, MA 01760 United States
+ Google Map
(508) 655-6100
View Venue Website

Event Navigation

  • « 2023 Medicaid Planning – What’s New and What Needs to be Reviewed
  • Estate Planning Essentials: Fed & Mass Issues (706 & M706) »

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.

Register for a Seminar

To Register for a seminar either call 978-468-6528 or download the registration form below.

2023 Reservation Form

Research Library Materials

  • Trust Basics “The Key to Understanding”
  • Estate Planning Essentials – 706 and M706
  • Income Taxation of Trusts & Estates
  • Massachusetts Medicaid Planning Survival Guide
  • Personal Development – “The Power of a Millionaire Mentality®” Your 10 Keys To Success

View More …

Millionaire Mentality

Programs

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.

IRS Approved Training Vendor

Get In Touch

Any questions, comments or address changes, please mail them to FCE at :
64 Pleasant Street,
PO Box 458,
Wenham, MA 01984

Registration and Conference Center:
Tel. 978-468-6528 *
Fax: 978-468-2573

Copyright © 2023 · Foundation for Continuing Education