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DTSTART:20170307T174500Z
DTEND:20170307T190000Z
LOCATION:Marina Inn, South Sioux City 
UID:1362320170307T174500ZEstate Planning and Client/Family Meetings
DTSTAMP:20260514T144638Z
DESCRIPTION:\nSocial: 11:45am\n Lunch: 12:00pm\n Presentation: 12:15-1:00pm\n \nKey Objectives:\n 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.) \nOutline:\n 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  \nAbout the Presenter: \n \nLindsey 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.\n \n \n
SUMMARY:Estate Planning and Client/Family Meetings - Siouxland Estate Planning Council, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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