clients often have misunderstandings about estate planning and trust
administration services. Among the most
common are that their wealth and family dynamics warrant only a “simple” estate
plan and that the services of knowledgeable, focused estate planning and trust
administration professionals are not necessary.
These beliefs may lead a prospective client to engage parties lacking
necessary expertise or to create a do-it-yourself estate plan with inappropriate
dispositive and fiduciary appointment provisions. In marketing our services, the following
topics to be addressed in this teleconference should be considered:
- Educating Clients and Prospective Clients on the Importance of Sophisticated Estate Planning and Trust Services and the Breadth of Services Offered
- Alternative Fee Arrangements
- Utilizing Changes in the Law as Marketing Opportunities
- Periodic Reviews or Follow-Ups with Clients Concerning Trust Administration and Updating Estate Plans
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.