Building An Estate Plan That Is Right For You

Complimentary Estate Planning Luncheon/workshop Series

All workshops are held at:
Heartland Credit Union
Second Floor Conference Room
5500 S Robert Trail
Inver Grove Heights, MN 55077
Attendance is Limited to 20 Attendees Due to Bank Policy.

Thursday October 27, 2022
What Estate Plan is Best for You and Your Family?
(Enjoy Complimentary Jimmy John’s with RSVP to legalassistant2 at trojacklaw.com)
By Sean M. Schniederjan, Esq.
11:30 a.m. – 1 p.m.
-The basic methods of estate planning: Will vs. Grantor Revocable/Living Trust vs. POD/TOD vs. Life Estate vs. Gifting vs. No plan.
-Which kind of plan might be right for you and your family situation.
-Learn advantages and disadvantages of common methods of estate planning.
-Different ways to avoid probate, delays, and maintain privacy.
-Tax increasing mistakes in estate planning
Workshop begins promptly at 11:30 a.m.

November 10, 2022
Personal Representative and Trustee Mistakes Workshop
(Enjoy Complimentary Jimmy John’s when you RSVP to legalassistant2 at trojacklaw.com)
By Sean M. Schniederjan, Esq.
11:30 a.m. – 1 p.m.
-Disability/Death Trustee vs. Personal Representative/Power of Attorney vs. Conservator
-Duties and Responsibilities of trustees and personal representatives and attorneys-in-fact.
-The right and wrong kind of person for the job.
-Differences between Will/POA and trust planning.
-Avoiding problems when you are a trustee or personal representative or attorney-in-fact for another person.
Workshop begins promptly at 11:30 a.m.