Courses
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$170.00Trust Returns & Reporting: Practical Guidance & New Developments
The presentation will focus on the preparation and filing of trust returns in light of the new reporting requirements. In light of these developments the presentation will also go into an overview of trusts and the complexities of setting up trusts.
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$89.00Executor Training 101 (January 2024)
This workshop walks the participant through the estate administration process from A to Z.
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$69.00Estate Planning and Administration for Persons with Disabilities: Tips, Traps and Common Ground
This presentation will explore key issues that are relevant for effective estate planning and administration involving persons with disabilities.
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$69.00Probate Planning/Application Essentials and Estate Accounts
This course will provide insight into what data is included within a set of court format accountants. It will explore the processes involved in the preparation and analysis of these types of accounts for the end users.
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$89.00Tips and Traps for Choosing Your Executor
Choosing who you want to nominate to act as your estate executor is a critical decision. You need both primary and alternate appointees and you should likely consider having a trust company involved at some level.
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$69.00Special Needs and Disability Estate Planning
Join Kenneth Pope for a discussion on special needs and disability estate planning.