Client Refresher Course – Sioux Falls

2023 Thompson Law CLient Refresher Courses

Type: seminarCategory: Client Refresher Course Date: November 3 Time: 10:00 AM - 11:30 AM Phone: (605) 362-9100 Venue: Thompson Law, 5027 S. Western Avenue, Sioux Falls, SD, 57108, United States

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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 changes in the law that may have impacted your plan
Unique options available with South Dakota Trusts
Maintenance of your estate plan
Duties of a successor trustee and other agents
Major legal changes coming after 2025

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Client Refresher Course – Sioux Falls

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.

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