Review Detail

Nice job again today Bob on the follow up of the August webinar on trusts. Appreciate the review and the reminders on a few key items, such as professional liability and the need to collaborate with the client's outside professionals (CPA and attorney). This is something that I've stressed to other younger advisors who sometimes try to solve these complex problems and issues on their own. Bad idea, as you firmly opine. Even for more experienced practitioners some of these concepts are important to review.