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Professional Collaboration – Team Approach to Estate Planning (AICPA Advanced Estate Planning Conference)
June 12, 2018 @ 1:50 pm - 3:05 pm
Professional Collaboration – Team Approach to Estate Planning
Panel Discussion with Jordon Rosen, Susan Tillery, and Gary Zwick
June 12, 2018
1:50 PM — 3:05 PM
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.