• Presenter: Reece B. Morrel, Jr., Attorney, CPA

• Topic: Trust and Estate Update

• Program Description: Review of current trust and estate planning information. 

• Format: Live Group and Online Session

• CPE Credit: 2 hours

• Field of Study: Tax

• Program Knowledge Level: Medium

• Prerequisites: None

• Learning Objective: Learn ways to efficiently guide your clients in reaching their estate planning goals.

• Speaker Bio: Reece B. Morrel, Jr. is a Lawyer, MBA, CPA, CGMA, AEP®, and award-winning author. He is the founder of Morrel Law PLLC, a law firm in Tulsa, Oklahoma. He has personally worked on several multimillion dollar engagements involving tax, estate planning, elder law, business law, and accounting services. Mr. Morrel has consulted with clients and other professionals around the country.

• Refund Policy: Full refund by original method of payment if cancellation received by Noon on the Tuesday preceding the event.

CPE Credits are based on a 50-minute hour. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendee accepts responsibility to determine if course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].