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Estate Planning Courses

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

HSEO

How to Settle an Estate - An Overview

2

Taxes

ITTE

Introduction to the Income Taxation of Trusts and Estates

2

Taxes

LITP

Using Life Insurance Trusts in Estate Planning

2

Taxes

RETU

Understanding the Role of Executors and Trustees

2

Taxes


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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com