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presents an all new Quarterly Breakfast & CLE Series
New Opportunities for Making Your Trusts Successful:
Building Clarity, Consensus and Competence
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Includes:
Continental breakfast prior to the program
Informal networking opportunity with presenters & attendees before and after the program.
The first of the series:
March 18, 2016
8:30 a.m. - 11:30 a.m.
JourneyCare
Glenview, IL
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A Successful Trust: Why It Matters and How To Achieve It
There are big payoffs for families who consider what will make their trust “successful” or “effective." These results will make the trust assets go farther, and will also sustain family harmony, increase quality of life and empower the beneficiaries.
The first step is for you to become more effective in helping your client families determine what truly qualifies as a successful trust. From there, it’s a question of engaging them on the various steps to achieve it. There are opportunities along the entire route of planning and also later during administration.
You will receive an outline of the steps and, with expert facilitation, will have the opportunity to practice several of these steps in a role-play workshop.
Presenters and Workshop Facilitators:
Daniel P. Felix, The Professional Trustee, Chicago
Mario Correa, Law Office of Mario Correa PC, Chicago
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Other Programs in This Series:
June 17, 2016 Conflict Management & Alternative Dispute Resolution for Families
September 16, 2016 The Unsung Hero of the Trust - The Distribution Policy Statement
December 16, 2016
Family Meetings: There's No Such Thing as Perfect But ...
How to Enhance Success in Family Meetings
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