CLE Seminar  - Estate Planning 2020

Thank you for attending!  Look for next years's speaker and topics later!

2020 VIRTUAL Estate Planning Seminar with Samuel Donaldson
Save the Date: Wednesday, December 9, 2020 8am - Noon
Topics covered: 

• Federal Tax Update
• Dealing with Uncle Same, Everyone's Least Favorite Relative in the Family Business
• Fifty Shades of J: Understanding the Federal Income Taxation of Trusts and Estates

Attorneys: .
This course has been approved by the Mandatory Continuing Legal Education Commission of Oklahoma for a maximum of 4.00 credit hours.

Certified Financial Professionals:
This course is approved by Certified Financial Planner Board of Standards for 4.00 credit hours.

Certified Trust and Fiduciary Advisor (CTFA)
This course is approved by the American Bankers Association (ABA) Professional Certifications for 4.00 credit hours. 
 

Active Participation in the polling questions is REQUIRED to receive credit!

Samuel A. Donaldson