Client Refresher Course – Sioux Falls

2023 Thompson Law CLient Refresher Courses
Type: seminarCategory: Client Refresher Course Date: July 14 Time: 10:00 AM - 11:30 AM Phone: (605) 362-9100 Venue: Thompson Law, 5027 S. Western Avenue, Sioux Falls, SD United States
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Thompson Law 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:5027 S. Western Avenue DTSTART:20230714T110000 DTEND:20230714T123000 URL;VALUE=URI:https://cathompsonlaw.com/seminar/client-refresher-course-july23/ SUMMARY:Client Refresher Course – Sioux Falls LOCATION:Thompson Law, 5027 S. Western Avenue, Sioux Falls, SD United States PHONE:(605) 362-9100 DTSTAMP:20230208T030853 UID:63e31245ed1a0 END:VEVENT END:VCALENDAR
      Client Refresher Course – Sioux Falls.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

 

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