Addressing the Estate Planning Needs of Modern-Day Clients

Prairie Trust™ invites you to a complimentary luncheon webinar: Addressing the Estate Planning Needs of Modern-Day Clients.

We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new clients who have already accumulated wealth or are on a trajectory to do so. Some of today’s clients adhere to values and live in ways not commonly recognized or understood in society just a few decades ago. Estate planning for these clients may involve considerations and require approaches that are unique relative to our experience with “traditional” or older clients. We’ll explore the following:

• Same-sex marriages, civil unions and cohabiting unmarried individuals
• Assisted conception children and children from other relationships
• Dealing with ancestors' trusts whose terms restrict who may be a beneficiary
• ESG investing in a trust

Speakers (via webinar):

Charles A. Redd; Stinson LLP

Turney P. Berry; Wyatt, Tarrant & Combs LLP

To reserve your seat, please RSVP by Friday, August 16, 2024.

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Continuing Education: 

CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.