Trustee Training

17 Nov

Trustee Training

Event Information

Date 11/17/2018
Time 10:00 am - 12:00 pm
Location Bechtel Conference Center
Reston VA






As part of the InSight Law Maintenance and Family Education Program, we provide our clients and their families with various educational opportunities so that all parties understand and are comfortable with the estate planning process.

Our main program is titled ‘What to Do During Critical Times.’ This program will proactively educate you and your helpers on the 911 information and key checklists available when dealing with a loved one’s disability or death.

This program will be held on November 17, 2018 from 10am-noon.  The location is the Bechtel Conference Center in Reston (1801 Alexander Bell Dr., Reston, VA 20191)We will also have a live webinar option at the same time for your helpers and trustees that are not local. However, Family Organizer binders will only be provided to live attendees.

In our experience, we have discovered that providing this type of education to our client families before major life events occur reduces a great deal of stress for the entire family.  In addition, it helps facilitate the goals of:  1) disability planning; 2) a smooth transfer of wealth; 3) educating the beneficiaries on how to protect and maximize their inheritance; and 4) making life easier for family members and helpers during difficult times.

Clients, beneficiaries/family members, successor trustees and financial advisors are all welcome to attend.  This program is an overview that qualifies attendees for the reduced settlement fee offered under the InSight Law Maintenance Plan. We look forward to seeing you at this education program or at the Annual Client Meeting in the spring of 2019. On behalf of the entire InSight Law team, thank you for the opportunity to continue to earn your trust!

 

Sincerely,

The InSight Law Team

 

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