Estate Planning Seminar

Session II: Conducting the Annual Estate Planning Checkup

Ann B. Burns and Samuel A. Donaldson

When: September 21, 2016, from 1:00pm to 3:00pm

Where: Radisson Hotel (800 East 80th Avenue, Merrillville, IN 46410)

The adage that prevention is the best cure applies to your clients’ estate plans as well as our health. Nothing substitutes for an annual review to catch mistakes, assess changes in the law, become aware of changes in clients’ circumstances, and anticipate future concerns. Ann and Samuel will walk through the elements of an annual review of a client’s estate plan, including:

  • Assessing a plan’s health
  • Determining the impact of law changes
  • Checking for conflicts and other ethic issues
  • Using checklists to weight a plan’s fitness

Contact: // 219-838-7280

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