The Programs Below are available by Appointment
Call (978) 468-6528 or click links below.
2025 Medicaid Planning Update
Courtyard Marriott Andover 10 Campanelli Drive, Andover, MA, United StatesLast Minute Medicaid Techniques: Come learn How To: Drafting & Taxation of Irrevocable Income Only Trusts: Come learn How To: Testamentary Trusts, IRAs, and Life Insurance: Tuition: $395.00 includes Print or PDF Materials Or Buy the Program Materials of over 1,000 pages for $195.00 CEU .4 To register call 978-468-6528 or download and fax registration […]
2025 Trust Basics
Courtyard Marriott Andover 10 Campanelli Drive, Andover, MA, United StatesNote this is part of a Certificate in Trust & Estate Planning® - Register for any 4 at $1,195 What is a Trust? CEU .4 To register call 978-468-6528 or download and fax registration form below
Trust Administration
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesHow 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
Income Taxation of Trusts & Estates: Preparing 1041’s – Return Examples
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United States"Including Preparing of Fiduciary Returns Issues" - Administration, Examples, Filled in 1041 Forms - CEU .4
Income Taxation of Trusts & Estates: The Probate Process
Marriot Residence Inn: Natick 1 Superior Drive, Natick, United StatesNote this is part of a Certificate in Trust & Estate Planning® - Register for any 4 at $1,195 CEU .4
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.
