THIS PROGRAM IS NO LONGER AVAILABLE
This program has now been updated.
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ABOUT THE SPEAKER
Michelle L. Ward, J.D., LL.M, CSEP is a Partner with Keebler & Associates, LLP whose emphasis is in estate planning with primary focus on retirement distribution planning. She also analyzes trusts for designated beneficiary status, benefits, and viability of inherited IRA analysis, as well as prepares private letter ruling requests and specimen retirement planning documents. Michelle has received more than 30 favorable private letter rulings and is a Certified Specialist in Estate Planning. Michelle received her bachelor’s degree from the University of Wisconsin-Madison and her law degree from the University of Wisconsin-Madison Law School and received her LLM in estate planning from…
CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.