If you are a financial planner, investment advisor, attorney, or CPA looking to understand probate and trust administration better, this is the perfect opportunity for you. On May 11, 2023, from 9:00 – 11:00 a.m. at Midwest Genealogy Center, Polly Bartle Blomquist, JD, Managing Partner at Complete Estate and Probate, LLC, will show you how to help your clients avoid probate and gain a better understanding of trust administration. CLE and CFP credits are available for this interactive session.
Polly began her career at the Family Court in Jackson County, Missouri. While there, she tried hundreds of cases, gaining valuable trial experience. In 2005, Polly moved into the private sector to begin providing estate planning for individuals and families to educate them about the value of proper advanced planning. She is a member of the Missouri Bar Association, Kansas Bar Association, Cass County Bar Association, Johnson County Bar Association, Wealth Counsel, Elder Counsel, and the Association of Women Lawyers.