$25.00
A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kimberly Vawter, Esq. and Stephen Mancini, Esq.
Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’
A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kimberly Vawter, Esq. and Stephen Mancini, Esq.
Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’
All of us run in to clients with advanced needs where we want to help. Join Steve to learn more about co-counsel relationships and the planning process to help affluent families and business owners. Take a look at www.strazzerimancini.com and the FamilyCare Wealth Strategies Planning Group tab to see if this kind of planning and process might be right to collaborate into your practice and increase your revenue, while maintaining your client relationships for years thereafter.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about ‘Strazzeri Mancini, LLP’
From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
Join us for this complimentary 30 minute webinar “The 4 Essential Elements Your Future Practice Needs to Survive and Excel” – where you will learn how you can immediately implement three elements into your practice to generate and sustain more revenue.
Learn What You Can Immediately Implement into Your Practice to Help Clients and Generate Revenue
(Purchase of this product will include a Video recording, a PDF copy of the presentation, and associated documents.)
Presented David K. Cahoone, Joe Strazzeri, Steve Mancini and Shelley Lightfoot