Client Refresher Course – Sioux Falls, SD

Type: seminarCategory: Client Refresher Course Date: September 14 Time: 05:30 PM - 07:00 PM Phone: 605-362-9100 Venue: Thompson Law, PLLC, 5027 S. Western Avenue, Sioux Falls, SD United States

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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 60-90 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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Client Refresher Course – Sioux Falls, SD

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

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.

Complete this form to register for the event:

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