CLIENT UPDATE PROGRAMS

During the Client Update Programs, we will review the changes that were made to the "master" trust language.  We will have prepared your updated trust that includes all legal language updates as well as any personal changes you may have requested.  These programs are held in the amphitheater of our office building located on the lower level and are limited to 45 people.  

Clients in the "Red Client Group" should register to attend a Client Update Program in odd numbered years whereas clients in the "Blue Client Group" should register to attend a Client Update Program in even numbered years.

Both spouses and any additional lifetime trustees will need to attend this program.  Please bring both your red estate planning portfolio and your blue LifeDesign porfoltio to this program. 

You may register for a Client Update Program Outline by clicking here.

Click here to download a copy of the workshop outline