Venue: Minerva's Grill and Bar,1607 E, SD-50,Yankton,South DakotaUnited States
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 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
The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.