Client Refresher Course – September

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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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Thompson Law, PLLC 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 60-90 minute client refresher courses […] ADDRESS:5027 S. Western Avenue DTSTART:20220914T173000 DTEND:20220914T190000 URL;VALUE=URI:https://cathompsonlaw.com/seminars/estate-planning-client-refresher-sept/ SUMMARY:Client Refresher Course – September LOCATION:Thompson Law, PLLC, 5027 S. Western Avenue, Sioux Falls, SD United States PHONE:605-362-9100 DTSTAMP:20211207T141453 UID:61af6c5d51b79 END:VEVENT END:VCALENDAR
      Client Refresher Course – September.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 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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