David Warren, President and CEO of Bridgeford Trust Company, will be presenting at McKonly & Asbury’s Alumni and Friends CPE/CLE networking event on Wednesday, November 5. The presentation, entitled “Modern Trust Laws: Are Irrevocable Trusts Really Irrevocable?”, will exam innovative modern trust laws such as directed trusts, trust protectors, and decanting and the vital importance of selecting the proper trust jurisdiction in the wealth planning process. The event will feature a time of networking and presentations followed by a reception with CPAs, attorneys, and business leaders from around the region. This event will offer two free CLE credits.
The event is scheduled as follows:
1:30pm-2:00pm – Registration and Networking
2:00pm-5:00pm – Presentations
5:00pm-6:00pm – Reception with light appetizers and drinks
Topics and speakers available for 2 free CLE credits:
“The Evolution of Private Company Accounting” – Janice Snyder, McKonly & Asbury
“Modern Trust Laws: Are Irrevocable Trusts Really Irrevocable?” – David Warren, Bridgeford Trust Company
Additional topic and speaker:
“Professional Ethics: An Introduction to the Revised AICPA Code of Professional Conduct” – Michael Hoffner, McKonly & Asbury
For more information about this event or to register, please contact Diane Clapper at 717-972-5727 or by email at dclapper@macpas.com.
