Settling Successions: Optimize Opportunities for Your Clients and Yourself

Type: seminar Date: June 30 Time: 11:30 AM - 12:30 PM Phone: 504-831-2348 Venue: Morrison Law Group Office, 3813 N. Causeway Blvd. Suite 200, Metairie, Louisiana United States
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Morrison Law Group Office DESCRIPTION:RSVP today. Space is Limited! Local business colleagues are invited to join board-certified estate planning law specialist, Chip Morrison, to learn not only how to prevent common probate pitfalls, but how to generate more client business through the succession process! Key Takeaways: Planning strategies that will save your clients time and money when settling a […] ADDRESS:3813 N. Causeway Blvd. Suite 200 DTSTART:20210630T113000 DTEND:20210630T123000 URL;VALUE=URI:https://morrisonlawplc.com/seminars/settling-successions-optimize-opportunities-for-yourself-and-your-clients/ SUMMARY:Settling Successions: Optimize Opportunities for Your Clients and Yourself LOCATION:Morrison Law Group Office, 3813 N. Causeway Blvd. Suite 200, Metairie, Louisiana United States PHONE:504-831-2348 DTSTAMP:20210920T023249 UID:6147f2d116b52 END:VEVENT END:VCALENDAR
      Settling Successions: Optimize Opportunities for Your Clients and Yourself.ics

RSVP today. Space is Limited!

Local business colleagues are invited to join board-certified estate planning law specialist, Chip Morrison, to learn not only how to prevent common probate pitfalls, but how to generate more client business through the succession process!

Key Takeaways:

  • Planning strategies that will save your clients time and money when settling a succession
  • Determining when opening succession is required and how you can assist your clients through the process
  • 3 types of assets that will help your clients bypass probate
  • Understanding Louisiana laws of inheritance
  • Methods to steer clear of capacity issues with fiduciary accounts

Complimentary catered lunch! Reserve your seat today!

P.S. Don't miss this chance to learn something new, connect with fellow colleagues, and get your estate or business planning questions answered.

Event is due and cannot be registered at the moment