Client Refresher Course – Yankton, SD

Type: seminarCategory: Client Refresher CourseOn the Road Event Date: November 9 Time: 02:30 PM - 04:00 PM Phone: 605-362-9100 Venue: Minerva's Grill and Bar, 1607 E, SD-50, Yankton, South Dakota United States
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Minerva's Grill and Bar DESCRIPTION:When is the last time you checked-in on your estate plan?  Has it been a few years? Maybe five years? Or even more?  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 […] ADDRESS:1607 E, SD-50 DTSTART:20221109T143000 DTEND:20221109T160000 URL;VALUE=URI:https://cathompsonlaw.com/seminar/estate-planning-client-refresher-nov-2/ SUMMARY:Client Refresher Course – Yankton, SD LOCATION:Minerva's Grill and Bar, 1607 E, SD-50, Yankton, South Dakota United States PHONE:605-362-9100 DTSTAMP:20221001T151943 UID:63385a8f9a2d1 END:VEVENT END:VCALENDAR
      Client Refresher Course – Yankton, SD.ics
2022 estate planning refresher course by thompson law

When is the last time you checked-in on your estate plan?

 Has it been a few years? Maybe five years? Or even more? 

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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