In the News

Title

High Performance Teaming and Professional Collaboration

Document Type

Article

Publication Date

4-29-2016

Abstract

The National Association of Estate Planners & Councils (NAEPC), formed in 1962, functions with the abiding conviction that: (1) the team approach to estate planning is essential to the creation of an estate plan, to which every consumer is entitled; and (2) this team approach is what best serves the client.

The most essential, defining characteristic of a high performance, multi-disciplinary team is an explicit collaborative process—one that’s articulated to the wealthholder(s) and to each and every advisor on the team.