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Professional Collaboration – Team Approach to Estate Planning (AICPA Advanced Estate Planning Conference)

June 12, 2018 @ 1:50 pm - 3:05 pm

Estate Planning Conference - Delaware CPA

Jordon N. Rosen, CPA, AEP will be presenting during 3 sessions at the AICPA Advanced Estate Planning ConferenceAICPA Engage!

Professional Collaboration – Team Approach to Estate Planning

Panel Discussion with Jordon Rosen, Susan Tillery, and Gary Zwick

June 12, 2018

1:50 PM — 3:05 PM

This session will emphasize the importance of collaboration and using the team approach to estate planning. It will look at who should be at the planning table, roles, responsibilities, how to be client-centric, use of engagement letters, cooperation, communication and trust among team member to best serve the client.

Learning Objectives:

  • Participants will learn why the team-approach benefits both the client and the professionals.
  • Participants will learn how to deal with uncooperative professionals in the estate planning process.

For additional information, please visit the AICPA Advanced Estate Planning Conference page or the AICPA Engage website.


MGM Grand
3799 S. Las Vegas Blvd
Las Vegas, NV 89109
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