Important 2017 DEADLINES

 

Restricted Property Trust (RPT) Deadlines

  1. A medical offer must be obtained by Friday, 11/17/2017. Medical records should be ordered in September at the latest.
  2. The law firm must be retained by Friday, 12/01/2017. Any retainer payments received after 12/01/2017 will be returned. Please note in order to engage the law firm, the attorney-client phone call must be completed and this is a time-consuming challenge in the fourth quarter. Waiting until the final week of November to schedule the attorney-client call is not recommended, and at that point we may be unable to accommodate the call in 2017. We do not have the ability to make any exceptions to these deadlines due to tax compliance and volume.

 

Premium Finance Deadlines

  1. A medical offer must be obtained by Friday, 12/01/2017.
  2. All financing application package requirements must be received by Friday, November 10, 2017.

If you have any questions, please feel free to contact us via the form below.

Name *
Name