Building An Estate Plan That Is Right For You

Complimentary Estate Planning Luncheon/workshop Series

You are Cordially Invited to Attend


Hosted by:
Trojack & Schniederjan Law Office, P.A.
Presented by:
Sean M. Schniederjan, Attorney at Law
Practicing in the areas of Estate, Trust, and Legacy Planning

Thursday, November 10, 2022 11:30 a.m. – 1 p.m.
Heartland Credit Union
5500 South Robert Trail
Inver Grove Heights, Minnesota 55077

A light lunch will be served with RSVP
RSVP to [email protected]

If you are a successor trustee or personal representative, you have made a commitment to serve when the time comes. Therefore, this educational workshop is a must-attend event for you.

Questions to be covered include:

When does the trustee/PR review and pay the bills that the deceased owed?

How does a trustee/PR gain access to a trustmaker’s safety deposit box?

Does the trustee/PR distribute personal effects and household furnishings  owned by the deceased?

Can a beneficiary receive a distribution of property rather than a distribution in cash?

How many income tax returns does the trustee/PR have to prepare?

What does a trustee do if there are some assets not held in the trust name?


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.

January 26, 2022 at 5pm
A Two Part Retirement and Estate Planning Workshop
Wills vs. Trusts vs. Beneficiary Designations – What’s the Difference?
& Smart Retirement Planning
Details will be posted in the coming weeks.

Thursday October 27, 2022
What Estate Plan is Best for You and Your Family?
(Enjoy Complimentary Jimmy John’s with RSVP to legalassistant2 at
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
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.