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Elevating Your Estate Planning Practice 2024 - 4 CLE



Estate Planning is not simply a transactional process, and no two clients are ever alike. In this extremely practical, “how to do it seminar” our focus will be on how to prepare for and conduct an estate planning client meeting.


TOPICS:

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


The Initial Client Consultation

• Scheduling

• How to control the meeting & questions to ask

• The cast of characters – how to handle “helpful” family members

• Fee Agreements


How to Determine the Best Estate Plan for Your Client – Wills vs. Trusts


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

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FACULTY:

John B. Bishop

Cohen Garelick & Glazier, P.C., Indianapolis


Amy K. Nowaczyk

O’Drobinak & Nowaczyk, P.C., Schererville


Laura M. Vogler

O’Drobinak & Nowaczyk, P.C., Lafayette

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ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE


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