Webinars With Industry Experts

Everything An Investment Fiduciary Needs To Know About Trusts And Estates

 

This class teaches Investment Adviser Representatives all they need to know about trusts and estates to advise on inter-generational transfers. This session covers fundamental legal principles, including:

• Legal definitions
• Principles of estate and trust planning
• Property ownership
• Differences in state and federal jurisdiction

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.


This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

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