Estate Planning and Client/Family Meetings
Date: Tuesday, March 7, 2017
Time: 11:45am - 1:00pm
Location: Marina Inn, South Sioux City
Speaker: Lindsey Buchheit, Buchheit Law, PLC
Social: 11:45am
Lunch: 12:00pm
Presentation: 12:15-1:00pm
Key Objectives:
- Avoid family conflicts
- Understand your fiduciary duties and to whom you owe such duty
- Coordinate a unified approach amongst all advisors (attorney, financial advisors, insurance providers, CPA’s, trust officers, etc.)
Outline:
- Initial Meeting
- Best practices and options for conducting the all-important initial meeting
- Define your client
- Protect your client
- Dealing with client’s adult children
- Drafting & Implementation Stage
- Key provisions to consider when trying to reduce family conflict
- Signing the estate plan
- Communicating the estate plan to beneficiaries / children
- Coordinate with advisors
- Probate & / or Trust Administration Stage
- Representation of fiduciaries
- Communication and conflicts among beneficiaries and fiduciaries
- Coordinate with advisors
About the Presenter:
Lindsey Buchheit is the founder of Buchheit Law, PLC, in Sergeant Bluff, Iowa. Her practice includes estate planning, probate, trust administration, family and divorce law, and general business. Ms. Buchheit earned her B.A. in English composition on an accelerated three-year program, with high distinction, from the University of Nebraska Wesleyan. In 2007, Lindsey obtained her Juris Doctorate from the University of Nebraska. She is licensed in Iowa, Nebraska, and South Dakota.
