Trusts & Estates
How to Engage the Client or “Closing the Deal”
By: Jeffrey R. Matsen, Esq.
Jeffrey R. Matsen presents a practice anecdote, offering his techniques that close the deal around a particularly difficult client. Through his technique, he gains confidence and trust in his client so he may move forward with their deal.
To learn how he did it, please fill out the form below.
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WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection
This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.Learn More
WealthCounsel Quarterly, Volume 16, No. 2—Small Business
This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.Learn More
WealthCounsel Quarterly, Volume 16, No. 3—Advanced Estate Planning
This issue of the WealthCounsel Quarterly will assist you in implementing optimal planning for your clients considering the changes necessitated by the SECURE Act, the expected reduction of the estate and gift tax exemption amount, and the uncertainties associated with the current economic environment.Learn More