Name
The “Hidden In Plain Sight” Profit Center: Increase Firm Revenues and Value By Offering Trustee Services
Date & Time
Wednesday, July 31, 2019, 2:45 PM - 3:45 PM
Speakers
Paul Bernstein - The Bernstein Law Group, PC
Description
Consider a few of the powerful benefits of offering to serve as trustee for your clients:

  • Stronger relationships with your clients

  • Creating a competitive advantage, leading to more clients

  • Greater likelihood that families will hire you to administer their trusts

  • Additional and significant revenue source

  • Dramatically increased firm value for law firm succession planning purposes

  • Growth in “maintenance plan” participation

  • More opportunities

At this presentation, you will learn why you should consider adding trustee services to your practice, the different levels of trustee services to consider offering, the potential risks of serving as trustee and how to greatly reduce these risks.

Course Level
Intermediate
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit