Estate Planning Seminar

Thanks to everyone who joined us for our first seminar! If you missed this one and are interested in learning more about estate planning or planned charitable giving, please contact Wendy,
wendy.coonrod@unitedwaytopeka.org or call 785.228.5123. 

 

 

 

 

Estate Planning Seminar Agenda

11:30 – 11:45
Networking while lunch is served

11:45
Welcome and Introductions
Wendy Coonrod, UWGT Director of Planned Giving

11:50
Presentation by Jeremy Graber, Foulston Siefkin, LLP

  • Basic overview of the estate planning process, including the “do-nothing” plan
  • Beneficiary designations and non-probate transfers
  • Simple gifting strategies to maximize effect
  • Other pitfalls that can disrupt the estate plan and planned giving

12:35
Q & A Session

12:50 – 1:00
Wendy will share information about United Way of Greater Topeka’s Oliverius Legacy Society before adjourning,

PRESENTER (click image for full bio)