FULL – Client Refresher Course – July 16

Type: seminarCategory: Client Refresher Course Date: July 16 Time: 10:00 AM - 11:30 AM Venue: Thompson Law, 5027 S. Western Ave., Sioux Falls,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Thompson Law DESCRIPTION:THIS EVENT IS FULL. The July 15th date still has openings. Click here to register. Let’s unravel what matters most to you and plan a legacy that lasts. 2020 was chaotic, to say the least. We learned areas of our life can become tangled quickly, with no clear solution to straighten it all out. While […] ADDRESS:5027 S. Western Ave. DTSTART:20210716T100000 DTEND:20210716T113000 URL;VALUE=URI:https://cathompsonlaw.com/seminars/client-refresher-course-july/ SUMMARY:FULL – Client Refresher Course – July 16 LOCATION:Thompson Law, 5027 S. Western Ave., Sioux Falls, PHONE: DTSTAMP:20210728T082321 UID:610113f9e4f9a END:VEVENT END:VCALENDAR
      FULL – Client Refresher Course – July 16.ics
2021 thompson law client refresher courses

THIS EVENT IS FULL. The July 15th date still has openings. Click here to register.

Let’s unravel what matters most to you and plan a legacy that lasts.

2020 was chaotic, to say the least. We learned areas of our life can become tangled quickly, with no clear solution to straighten it all out. While we may not have control over things like a virus or the economy, we can line up a plan to better prepare for the future and our legacy.

This 60-90 minute course is geared for clients and their family members, special guests, and successor trustees. We’ll provide a review of roles and responsibilities in your estate plan, an opportunity to ask questions, and a better understanding of:

  • Major post-election 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

Event Seats Quota is Full