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Developing and Keeping Business for Estate Planning and Trust Professionals...

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Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Description

Prairie Trust™ invites you to a complimentary luncheon webinar on Developing and Keeping Business for Estate Planning and Trust Professionals.

Prospective clients often have misunderstandings about estate planning and trust administration services. Among the most common are that their wealth and family dynamics warrant only a “simple” estate plan and that the services of knowledgeable, focused estate planning and trust administration professionals are not necessary. These beliefs may lead a prospective client to engage parties lacking necessary expertise or to create a do-it-yourself estate plan with inappropriate dispositive and fiduciary appointment provisions. In marketing our services, the following topics to be addressed in this teleconference should be considered:

- Educating Clients and Prospective Clients on the Importance of Sophisticated Estate Planning and Trust Services and the Breadth of Services Offered
- Alternative Fee Arrangements
- Utilizing Changes in the Law as Marketing Opportunities
- Periodic Reviews or Follow-Ups with Clients Concerning Trust Administration and Updating Estate Plans

Speakers (via webinar):

Charles A. Redd, Stinson Leonard Street LLP
Turney P. Berry, Wyatt, Tarrant & Combs

To reserve your seat, please RSVP by Friday, April 17, 2020.

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Continuing Education:

CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available.

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Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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