Continuing Professional Education
Fall 2009 Programs
Info: Theresa Bloom, 215-881-7402 | register
10/31/09 (S)
Estate Planning, Probate and Estate Administration
Instructor: Jeffrey M. Engle, Esquire, CPA
Time: 8:00am-12:00pm
Location: Penn State Abington, 108 Lares Building
Program Cost: $85, includes continental breakfast
Credit:
CPE- 4 Tax
CLE- 3.5 Sub.
CFP- 4 Live
CEU- 0.4
Program Description:
This program will cover the following topics: Titling of assets, gifting of assets, beneficiary designation of retirement plans and life insurance, simple and credit shelter, Wills, Power of Attorney, Probate, Pennsylvania Inheritance Tax Return, Pennsylvania Inheritance Tax Discount, Federal Estate Tax Return, Inventory, Family Settlement Agreement, Informal Account, Pennsylvania Inventory and Status Report
Instructor:
Jeffrey M. Engle, Esquire, CPA, has been a practicing Attorney and Certified Public Accountant for over 20 years. He has experience in many areas of business and tax law, including corporate and partnership taxation, business transactions, estate planning and administration, Federal Estate taxes and Pennsylvania Inheritance taxes, Fiduciary Income taxes, tax services for individuals and closely held businesses, and real estate transactions.
Mr. Engle has conducted seminars for various organizations in the areas of Estate Planning, Trusts and Estates, Estate Administration, Individual and Business Taxation and Business Transactions. Mr. Engle is a member of the Philadelphia Bar Association and the Sections of Taxation and Trusts and Estates of the Philadelphia Bar Association. Mr. Engle received a Bachelor of Science in Business Administration from Drexel University and his Juris Doctor from Temple University School of Law.