Settling an Estate without a Will (Personal Financial Planning Conference)

CPE

CPE Credits
1-Tax

Details

 Pricing

PICPA Member: $29 | Nonmember: $39


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None
Note

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Description

If you attended the Personal Financial Planning Conference on November 7, 2016, this course would be considered a duplicate and cannot be used towards your CPE requirement.

Sit back and click play!

Hear Christopher M. Harvey, CPA, JD, LLM speak about the following:

  • What happens when someone dies without a will
  • Effects on financial planning
  • Legal consequences in different states


Speaker(s)

Christopher M. Harvey, CPA, JD, LL.M. (Taxation)
Managing Partner
Harvey Ballard & Bomstein, LLC

Christopher M. Harvey is a member in the law firm of Harvey Ballard & Bomstein, LLC,
where he heads up the estate planning and tax practice areas.

Mr. Harvey focuses in the legal transactions surrounding estate and tax planning.
Currently, he is an adjunct professor at Villanova University School ofLaw teaching
Federal Wealth Transfer Taxation, Income Taxation of Trusts and Estates, Estate
Planning II, Post-Mortem Estate Planning, and Decedents' Estates and Trusts. In addition,
he is a frequent lecturer throughout the country on these topics for accountants and
attorneys earning continuing professional and legal education credit.

Mr. Harvey earned his B.S. degree in accounting (cum laude) from the University of
Delaware, as well as his J.D. (magna cum laude) and LL.M. from the Villanova
University School of Law where he was associate editor of the Law Review. In addition
to being a Certified Public Accountant, he is admitted to the Pennsylvania and New
Jersey bars.


You May Also Like

Investment Selection: Stocks, Funds, and Bonds
Aug. 20 | Hershey
Understand the basics of investing. Review investing in individual stocks, mutual funds, exchange-traded funds, hedge funds, bonds, and undervaluation and overvaluation. Learn how to conduct risk analysis, market analysis, industry ...
Individual and Financial Planning Tax Camp
Aug. 22 | Philadelphia
Understand the planning implications of the current environment to determine the best tax strategies for retirement. Know what wealthy clients, middle-income clients, and closely held businesses need to consider right ...
Mastering the Fundamentals of Estate and Gift Tax Planning
Sept. 18 | Philadelphia
Examine the fundamentals of estate planning, including critical concepts in marital deduction planning, credit shelter trusts, selection and powers of trustees, and titling and funding issues. Take an in-depth look ...