Name
How to Make Money in Trust Administration
Date & Time
Wednesday, July 31, 2019, 9:05 AM - 10:05 AM
Speakers
Description
As estate plans mature, trust administration naturally becomes a growth area for established practices. But the administration process can be a morass of inefficiency, and it can suck profitably down the drain. As an experienced partner from an established firm, Jessica will share her perspectives on her successes, challenges, and effective processes she has used to make trust administration successful in the practice.
Sessions
Jessica Pannell
Course Level
Getting Started
Course Focus
Trusts & Estates