BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20200421T170000Z
DTEND:20200421T180000Z
LOCATION:Conference Call
UID:1937420200421T170000ZDeveloping and Keeping Business for Estate Planning and Trust Professionals
DTSTAMP:20260517T145315Z
DESCRIPTION:\nProspective 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: \n 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
SUMMARY:Developing and Keeping Business for Estate Planning and Trust Professionals - Sioux Falls Estate Planning Council 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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