Wills & Trusts Seminar-Timber Banks Clubhouse
About this Event
Peace of mind starts with a plan.
Estate planning is a gift to yourself and your loved ones. Join us for an informative and approachable seminar where our attorneys will explain the essential tools of estate planning, including wills, trusts, powers of attorney, and health care directives.
Having a plan in place can help protect your assets, ensure your wishes are honored, and provide peace of mind for the people who matter most. Whether you're creating an estate plan for the first time or reviewing and updating existing documents, this seminar will provide valuable guidance and practical information.
Snacks and beverages will be provided.
Topics will include:
- Wills
- Powers of Attorney
- Health Care Proxies and Living Wills
- Revocable and Irrevocable Trusts
- Asset Protection Strategies
The seminar will be led by Bousquest Holstein Members Karin Sloan DeLaney and Cameron T. Bernard. The event will take place in the Private Dining Room at the Persimmons restaurant.
About Karin Sloan DeLaney: With more than 30 years of experience, Karin counsels clients in all aspects of estate planning and administration, including the preparation of wills and trusts, estate tax planning, and long-term care planning.
Learn more about Karin
About Cameron T. Bernard: Cameron understands that planning your estate can be a difficult task, especially where underlying family dynamics play a role. Cameron endeavors to learn about his clients' values and goals to develop an estate plan that suits their needs.
Learn more about Cameron
Attendees will have the opportunity to ask questions with an attorney following the presentation.
The event is free and open to the public. Space is limited, so reserve your spot today by registering online or calling 315-701-6384.
Please note that these seminars will be held exclusively in person. A virtual option will not be available.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
