Client Refresher Course – Highmore, SD

on the road client refresher course graphic
Type: seminarCategory: Client Refresher CourseOn the Road Event Date: March 4 Time: 10:30 AM - 12:00 PM Phone: (605) 362-9100 Venue: Hyde County Farm & Home Show, 125 2nd St, Highmore, SD United States
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Hyde County Farm & Home Show DESCRIPTION:Is your estate plan keeping up with life’s changes? Custom plans follow a custom path because not everybody’s journey in life looks the same. Reviewing your estate plan every 3-5 years is an important part of keeping your plan relevant to changes in your family, your assets, and the law.  Our 90-minute client refresher courses […] ADDRESS:125 2nd St DTSTART:20230304T103000 DTEND:20230304T120000 URL;VALUE=URI:https://cathompsonlaw.com/seminar/client-refresher-course-highmore23/ SUMMARY:Client Refresher Course – Highmore, SD LOCATION:Hyde County Farm & Home Show, 125 2nd St, Highmore, SD United States PHONE:(605) 362-9100 DTSTAMP:20230208T040737 UID:63e32009c3b74 END:VEVENT END:VCALENDAR
      Client Refresher Course – Highmore, SD.ics

Is your estate plan keeping up with life’s changes?

Custom plans follow a custom path because not everybody’s journey in life looks the same.

Reviewing your estate plan every 3-5 years is an important part of keeping your plan relevant to changes in your family, your assets, and the law. 

Our 90-minute client refresher courses are designed for Thompson Law clients and their family members, special guests, and successor trustees. We review roles and responsibilities in your estate plan, provide an opportunity to ask questions, and help you better understand:

  • Tax changes and other relevant changes in the law that may have impacted your plan
  • Funding and maintenance of your estate plan
  • Functions of a successor trustee
  • Role of designated agents
  • HIPAA law updates and the importance of communicating life-sustaining treatment options

 

Complete this form to register for the event:

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