Developing and Keeping Business for Estate Planning and Trust Professionals

Date: Tuesday, April 21, 2020
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

Registration will close at 5 pm on Thursday, April 16th.  Please register if you will attend to ensure we have an accurate lunch count.  Thank you!

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

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