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The Fundamentals of Estate Planning and Probate

May 9, 2022

Spencer Fane attorney Mindy Ward will provide an overview of the estate planning process during the Professional Advisor Seminar Series.

Mindy will focus her presentation on the alternatives available for achieving clients’ goals, the probate process, and strategies attorneys use to avoid it.

Key topics that Mindy will address include:

  • The most common estate planning issues and strategies for attorneys
  • A probate overview
  • Case studies showing the costs and uncertainties
  • Unique issues IRAs (individual retirement accounts) present and alternative strategies

Date/Time: May 11, 2022 | 9:00am-11:30am
Platform: In-Person (Midwest Genealogy Center) and Virtual Options
Cost: Free (fee may vary based on registration type)

To learn more and register, please click here.