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Avoiding Probate in Life & Death -and- A Practical Overview of Trust Administration
May 11, 2023 @ 9:00 am CDT
In this interactive session, Polly Bartle Blomquist, JD, will show professional advisors how to help their clients avoid probate and provide an overview of trust administration. This presentation will be of special interest to financial advisors. MO BAR CLE AND CFP BOARD CREDITS ARE PENDING.
SEMINAR HIGHLIGHTS:
- Strategies to avoid probate, including the benefits and drawbacks of each
- Protecting your client’s assets from divorce, litigation, and bankruptcy
- Providing long-term benefits with Trusts
- Understanding the basics of Trust Administration
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