123: Lessons From Marketing An Estate Planning Practice - Mary Akkerman Legal Marketing Launch With Bentley Tolk podcast

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Innhold levert av Bentley Tolk. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Bentley Tolk eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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123: Lessons from Marketing an Estate Planning Practice - Mary Akkerman

8y ago 31:46

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MP3•Episoder hjem

Innhold levert av Bentley Tolk. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Bentley Tolk eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Mary Akkerman guides clients through the all aspects of fiduciary representation, estate planning, and related administrations, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals and related litigation. Mary is skilled at establishing public and private trust companies in South Dakota and also has significant experience working with international advisors, attorneys, and clients with respect to cross-border planning, non-resident alien trust formation, and international tax issues.

Along with corporate and individual fiduciaries and family offices, Mary represents business owners, professionals, retirees, and individuals interested in establishing a South Dakota trust. She is experienced in trust and estate litigation, prenuptial agreements, cohabitation agreements, special needs trusts.

… continue reading

150 episoder

Artwork

123: Lessons from Marketing an Estate Planning Practice - Mary Akkerman

Legal Marketing Launch with Bentley Tolk

17 subscribers

published 8y ago

Del

MP3•Episoder hjem

Innhold levert av Bentley Tolk. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Bentley Tolk eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Mary Akkerman guides clients through the all aspects of fiduciary representation, estate planning, and related administrations, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals and related litigation. Mary is skilled at establishing public and private trust companies in South Dakota and also has significant experience working with international advisors, attorneys, and clients with respect to cross-border planning, non-resident alien trust formation, and international tax issues.

Along with corporate and individual fiduciaries and family offices, Mary represents business owners, professionals, retirees, and individuals interested in establishing a South Dakota trust. She is experienced in trust and estate litigation, prenuptial agreements, cohabitation agreements, special needs trusts.

… continue reading

150 episoder

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