Client Refresher Course – September

Type: seminarCategory: Client Refresher Course Date: September 15 Time: 05:30 PM - 07:00 PM Venue: Memorial Lutheran Church, 5000 S Western Ave, Sioux Falls, SD
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Memorial Lutheran Church DESCRIPTION: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 […] ADDRESS:5000 S Western Ave DTSTART:20210915T173000 DTEND:20210915T190000 URL;VALUE=URI:https://cathompsonlaw.com/seminars/client-refresher-course-september/ SUMMARY:Client Refresher Course – September LOCATION:Memorial Lutheran Church, 5000 S Western Ave, Sioux Falls, SD PHONE: DTSTAMP:20210728T061750 UID:6100f68ece73f END:VEVENT END:VCALENDAR
      Client Refresher Course – September.ics
2021 thompson law client refresher courses

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
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