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IRS Program #: X9QQU-T-01050-23-O
CTEC #: 6257-CE-0218
CE: 2 IRS & 2 CTEC
Speaker: Parag Patel Esq.
This program will provide you with estate planning techniques that will allow you to assist your clients in developing or updating their estate plans. You will be able to assist your clients and their attorneys and provide valuable tax advice.
- Advise your clients to develop or update their estate plan.
- Know the key documents needed in any estate plan.
- Develop estate planning strategies to help your clients.
- Review estate planning documents and advise on tax implications.