Seminars Category: Client Refresher Course

Tue 19
Client Refresher Course – Winner, SD
Date: December 19 Time: 04:30 PM - 06:00 PM Type: seminarCategory: Client Refresher CourseOn the Road Event Venue: Tripp County Library, 442 S. Monroe St., Winner, SD, 57580, United States

Is your estate plan keeping up with life’s changes?

Custom plans follow a custom path because not everybody’s journey in life looks the same.

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 changes in the law that may have impacted your plan

  • Unique options available with South Dakota Trusts

  • Maintenance of your estate plan

  • Duties of a successor trustee and other agents

  • Major legal changes coming after 2025