For over a decade, Sheridan and Johnson County estate planning lawyers have been hosting annual estate planning seminars for the public to attend. Sheridan attorney Tim Tarver tells us why they decided to provide this service to the community.
One of the presenters is Laurie Ross, who is with Prudential Insurance in Sheridan. She discusses some changes with her industry that might affect estate planning.
And Diane Feather is the Director of In-Home Services at the Sheridan Senior Center. She talks about the hesitations she sees in her clients to decide to make an estate plan.
Thanks to the generous sponsorship of Sheridan and Buffalo banks and other financial institutions, the seminar, to be held this Saturday, October 9th, if free of charge, including lunch and break-time refreshments. Tarver asks that people planning to attend call to let them know so they'll know how much food to prepare.
A complete itinerary of sessions and presenters, along with an RSVP phone number, is posted below:
To reserve a spot, call (307) 672-8905
9:00 – 9:30 – Planning for asset protection upon incapacity or infirmity – John Araas
9:30 – 9:45 – Refreshment Break
9:45 – 10:15 – Wills versus Trusts: When is it best to avoid probate? - Dennis Kirven
10:15 – 10:30 – Refreshment Break
10:30 – 12:00 – Planning for nursing home costs; Title XIX, long-term care insurance and alternatives – Terri Lindsey, Carmen Rideout and Laurie Ross
12:00 – 1:00 – Lunch Break
1:00 – 1:30 – Estate planning shortcuts: Joint ownership, transfer/pay-on-death, beneficiary designations – Tim Tarver
1:30 – 1:45 – Refreshment Break
1:45 – 2:15 – NEW – Gifts to family members and charities – Tim Tarver
2:15 – 2:45 – NEW – Tax update – What the heck is Congress doing? - Robert J. Wyatt
Sponsored by: American National Bank; Bank of Buffalo and Sheridan; Bank of the West; Cowboy State Bank; First Federal Savings Bank; First Interstate Bank; First National Bank of Buffalo and Sheridan; Morgan Stanley; Sheridan Community Federal Credit Union; Wells Fargo Bank