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Elevating Your Estate Planning Practice - 4 to 6 CLE - Thursday, Feb. 29

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, and then those who attend in-person will have the opportunity to apply your new or refreshed skills in the afternoon session.



6 Hours of CLE Credit are available for those attending Live In-Person.

4 Hours of CLE Credit are available for those attending via Live Webcast.


Our focus will be on how to prepare for and conduct an estate planning client meeting. Here is the schedule for your interactive day.


TOPICS:

9:00 A.M. - 2:15 P.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


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


2:15 P.M. - Adjournment for Webcast Participants


2:30 P.M. - 4:30 P.M.

Practical Application

During this time, participants will be in small groups with the faculty and conduct practice client interviews. This will be a unique opportunity to issue spot and decipher the best approaches for different types of clients. Discussion, analysis and Q & A will also be part of this important experience.

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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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Elevating Your Estate Planning Practice

Thursday, February 29


6 CLE - 9:00 A.M. - 4:30 P.M. - ICLEF Conference Facility, Indianapolis


4 CLE - 9:00 A.M. - 4:30 P.M. - From your home or office



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


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