The attorneys at Carrell Blanton Ferris & Associates are excited to present a brand new continuing education program. This program has been approved for 3 hours of CE Credit for insurance (Laws & Regulations), CFP, CPA, and Enrolled Agents.
Estate Planning Beyond the Basics: Asset Coordination, Protection, and Trust Administration
- Beyond Probate Avoidance: Coordinating Revocable Trusts, Life Insurance, and Retirement Assets (1 hr)
- Asset Protection 102 (1 hr)
- What Now? After Death Administration of a Revocable Living Trust (1 hr)
WILLIAMSBURG
Tuesday, October 13
Greater Williamsburg Sports & Event Center
250 Visitor Ctr Dr.
Williamsburg, VA 23185
Workshop: 2:00 – 5:00 p.m.
CLICK HERE TO REGISTER
Cost is $30. On payment page, use your name for client/matter and type CE in Invoice field. 3% surcharge for credit card payment. E-check and debit have no surcharge.
