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EST1820 - Professional Collaboration - Team Approach to Estate Planning

Jun 12, 2018 1:50pm ‐ Jun 12, 2018 3:05pm

Standard: $49.00


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.

Learning Objectives:
• 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.


  • Jordon N. Rosen, CPA, MST, AEP® (Distinguished), Director, BLS CPA
  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished), President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
  • Gary A. Zwick, J.D., LL.M., CPA (inactive), AEP®, Attorney, Walter | Haverfield LLP
Tags: EST

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