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Charles Eisenhart, Principal Announced as a New CES™ Designee

McKonly & Asbury is pleased to announce Charles Eisenhart, Principal, was recently awarded the estate planning designation, CES (Certified Estate and Trust Specialist).

“I’ve always enjoyed learning new skills, especially when I’m able to utilize them in my everyday life,” says Eisenhart. “I look forward to applying all that I’ve learned on our clients’ behalf to better assist them with their estate and trust taxation needs.”

This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on trusts, wills, probate, retirement benefits, caring for children, and what should be done after the death of a loved one. Over $50 trillion is expected to pass from one generation to another during the next half century.

CES certification requires mastery of different types of trusts, ownership rules, disinheritance, probate, pay-on-death accounts, insurance, spousal restrictions, special needs, conservatorships, and managing assets. According to IBF, “There are a large number of estate planning books and courses offered. The CES program is one of the only courses that covers all aspects of estate planning including what needs to be done after death.”

The student must pass two comprehensive exams and a written case study as well as adhere to the IBF Code of Ethics and IBF Standards of Practice as well as fulfill annual continuing education requirements. The CES program is designed for brokers and advisors who have clients in their 60s or older as well as those who may be providing care to an aging relative.

Please join us in congratulating Charles!

 


About the Author

McKonly & Asbury

McKonly & Asbury is a Certified Public Accounting Firm serving companies across Pennsylvania including Camp Hill, Lancaster, Bloomsburg, and Philadelphia. We serve the needs of affordable housing, construction, family-owned businesses, healthcare, manufacturing and distribution, and nonprofit industries. We also assist service organizations with the full suite of SOC services (including SOC 2 reports), ERTC claims, internal audits, SOX compliance, and employee benefit plan audits.

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