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AICPA ENGAGE 2019


EST1921 - Review of Documents


Jun 11, 2019 4:45pm ‐ Jun 11, 2019 6:00pm

Standard: $49.00

Description

Gain practical and useful knowledge of estate planning documents.

Learning Objectives:

  1. Review actual paragraphs from wills and trusts
  2. Discuss tax and non-tax issues
  3. Obtain a checklist of specific items to address with clients

Speaker(s):

Tags: EST CFP

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