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PROGRAM HIGHLIGHTS Estate Planning is not simply a transactional process, and no two clients are ever alike. On this February 29 Leap Day, make the leap in your estate planning practice by attending this extremely practical, “how to do it” morning session. Our focus will be on how to prepare for and conduct an estate planning client meeting. Here is the schedule for your day.
AGENDA
8:55 A.M. Welcome and Course Objectives 9:00 A.M. Setting the Stage - Find your “Why”? - Marketing - Staffing & Workflow - Gathering the Information – What materials to send ahead of time - Client services – future services to offer clients in order to stay relevant
9:30 A.M. The Initial Client Consultation (Topic Begins) - Scheduling - How to control the meeting & questions to ask - The cast of characters – how to handle “helpful” family members - Fee Agreements
10:15 A.M. Coffee Break Time
10:30 A.M. The Initial Client Consultation (Topic Completes) 11:15A.M.How to Determine the Best Estate Plan for Your Client – Wills vs. Trusts 12:15 P.M. Lunch Break (on your own)
1:15 P.M. Unique Situations in Estate Planning - How to Handle Different Client Situations – married, single, blended families - Potpourri - Special Needs Trusts; long term care considerations, advance directives & other considerations 2:15P.M.Adjournment for Webcast Participants To receive CLE credit for an ICLEF On-Demand or a LIVE WEBCAST seminar, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for viewing ICLEF On-Demand or LIVE WEBCAST seminars. You will have 30 days from the date-of-purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST seminar on the scheduled date of the seminar, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 oriclef@iclef.org
4 CLE
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