AICPA ENGAGE 2018

EST18101 - EST Basic Workshop

Jun 10, 2018 1:00pm ‐ Jun 10, 2018 5:00pm

Standard: $79.00

Description

This workshop is available onsite only.

Learning Objectives:
• Provide a foundation in estate planning that you cannot get elsewhere.
• You will hone your skills in communication, networking and building client rapport as well as build your basic knowledge through practical applications of wills, trusts, property law and estate planning concepts — the knowledge foundation a practitioner needs to succeed in an estate planning practice.

Speaker(s):

  • Missia H. Vaselaney, JD, (inactive) CPA, Attorney, Taft Stettinius & Hollister, LLP
  • Gary Zwick, CPA, J.D., LL.M., Partner, Walter Haverfield, LLP

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