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Dean Mead Hosts Estate and Trust Accountings Seminar in Stuart

Published: October 23rd, 2017

By: Brad Gould Dana M. Apfelbaum

Wednesday, November 8, 2017

Registration and Networking: 11:30 a.m.

Program: 12:00 p.m. – 1:15 p.m.

Lunch will be provided for everyone.

Location:
Treasure Health – Wishart Parrish Room
1201 SE Indian Street
Stuart, FL 34997

Estate and Trust Accountings:

There are a variety of pitfalls, traps and missteps that practitioners and clients can make during the estate and trust administration process, any of which could be extremely costly to both the professional advisor and the client. Our presentation will highlight one of the most misunderstood procedures of estate and trust administration, accountings, and provide tips on how you and your clients can master the preparation of such accountings.
CPE credit will be applied for.

Kindly RSVP by November 1st to reply@deanmead.com

Questions? Call Michelle Sheperd at 772-464-7700