Skip to main content

2020 Teleconference: Developing and Keeping Business for Estate Planning and Trust Professionals

Thank you

This live web event has ended. Thank you for attending.

Description

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
Need an Invoice? For your convenience, you may now select “Invoice Me” at checkout or if you prefer to send an email to be invoiced, our CS Team (support@blueskyelearn.com) would be happy to assist you.

Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application. 		Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.

Contributors

  • Charles A. Redd

    Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.

  • Turney P. Berry

    Turney P. Berry is a Member of the Executive Committee and the Chair of Wyatt, Tarrant & Combs’ 22 lawyer Trusts, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®.

April 21, 2020
Tue 1:00 PM EDT

Duration 1H 30M

This live web event has ended.

For Technical Support
support@blueskyelearn.com