This session will emphasize the importance of collaboration and using the team approach to estate planning. It will look at who should be at the planning table, roles, responsibilities, how to be client-centric, use of engagement letters, cooperation, communication and trust among team member to best serve the client.
• Participants will learn why the team-approach benefits both the client and the professionals.
• Participants will learn how to deal with uncooperative professionals in the estate planning process.
CPA, MST, AEP®,
Director, Estates and Trusts,
Belfint, Lyons & Shuman, P.A.