Illinois MCLE: 6.5 - CPE: 8.0
Wednesday, March 14, 2012
Chicago, Illinois

Single Attendee: $ 329
Use Discount Code: D9921650 for 10% off when registering online or when registering by telephone at (866) 352-9538. Seminar ID 388923

Who Should Attend?

This seminar is designed for attorneys, accountants, trust administrators, trust officers, bankers, enrolled agents, financial planners, presidents, vice presidents, CFOs, controllers and tax managers.

Benefits

Avoid missteps in trust administration - discover techniques to help you along the way.

Your professional advice and trust knowledge is essential to your clients - make sure you’re giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters - your clients’ needs.

Discover ways to recognize the different levels of trust intricacy depending on the type and value of the assets involved. You will learn valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues. Register today and reinforce your position as a top source for trust service.

Benefits for You
• Expertly handle clients’ problems and concerns
• Navigate the relationship between taxation and trusts
• Avoid harmful mistakes in trust administration
• Manage special needs trusts without hassle

Click here for agenda, faculty and additional information.

Continuing Education Credits

Bankers 8.0 including CTFA (FID) 8
CAC 1.0
CBC 1.0
CFP 8.0
Enrolled Agents 8.0
CPE 8.0 including Specialized Knowledge and Applications 8
IL CLE 6.5

Location

University Center(please do not contact the hotel directly)
525 South State Street, Chicago, Illinois60605