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We offer a variety of educational events throughout the year for our clients as we believe a continuing education is essential. Meetings include:
- Annual Client Meetings: Annual Client Meetings are held once a year to provide clients with a status of the law as well as the firm. Clients also provide the firm with updates Asset Information on an annual basis to ensure the plan still meets its objectives.
- Client Update Program Meetings (September/October): All of our clients’ estate plans are updated every other year to address our clients’ changing needs and goals. This formal review process is also instrumental in keeping the plan current with the latest laws and estate planning techniques.
- Trustee Training Program Series:
What to Do Workshop (Saturday after thanksgiving every year): Will your family know what to do at the appropriate time? This workshop teaches clients and their families and/or helpers how to settle a trust on death or disability.
Nuts & Bolts for Guardians and Trustees of Minor Children (TBD): You’ve been named a Guardian and/or Trustee of a minor. Now what? This program provides the necessary information and checklists for helpers who have been named as Guardian or Trustee in a Will or a Trust.
- Back to Basics Webinars (March 13, 2014): Have you ever felt that your understanding of your estate plan is a little fuzzy? Perhaps it has been a few years since you created your trust. If so this workshop is for you. We will cover a general overview of the living trust and ancillary documents. Our objective is to increase your comfort level with your estate plan and review key concepts as to how you estate plan works.