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| Title: | Estate Planning Refresher Course - Sioux Falls | | Date: | 3/18/2023 (Saturday) | | Address: | Thompson Law - 5027 S. Western Ave Sioux Falls, SD 57108 | | Location: | Sioux Falls, SD | | Hours: | Saturday, March 18, 2023 | | Cost/Cover: | See Details | | Contact Info: | See Details |
| Details: | Is your estate plan keeping up with life’s changes? Custom estate plans follow a custom path because not everybody’s journey in life looks… More the same.
What?
A complimentary estate planning review session... our clients may know these as our "Client Refresher Courses"
Where?
Thompson Law office in Sioux Falls
When?
There are 6 different dates in 2023. Get registered for the one that works best for you!
Who?
These events are designed for clients and their family members, special guests, and successor trustees – but are also a great opportunity for those who haven't started their estate plan and are exploring options.
Why Attend?
Reviewing your estate plan every 3-5 years is an important part of keeping your estate plan relevant to changes in your family, your assets, and the law.
What to Expect?
- A review of roles and responsibilities in an/your estate plan, provide an opportunity to ask questions
- Overview of 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
How to Register?
Go to: cathompsonlaw.com/seminars or call our office at 605-362-9100
*Note: These sessions tend to fill quickly! |
| Event is: | One Day Only | | Audience: | All Welcome | | Category: | Show | | Submitted by: | contributed |
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| | | M C
1 n minnesota ave ,Sioux Falls, SD |
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