Estate and Succession Planning
Dean Mead’s Estate and Succession Planning Department is one of the largest and most respected groups of estate planning attorneys in Florida. We are frequently…
Dean Mead’s Estate and Succession Planning Department is one of the largest and most respected groups of estate planning attorneys in Florida. We are frequently…
Dean Mead’s Tax Department handles tax planning issues for businesses and individuals. The attorneys in our department have extensive experience in a full range of…
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
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.
Questions? Call Michelle Sheperd at 772-464-7700