Estate Planning Workshop
The Mission Advancement Office for the Conventual Franciscan Friars: Province of Our Lady of Consolation hosted a workshop series the first quarter of 2022. We recorded these workshops and have the videos and notes posted below to help you put together your plan.
Up to 70% of Americans do not have an current estate plan, but the Covid-19 pandemic has increased interest in creating one. There are many easy ways for individuals of all ages to set forth plans for their assets without even needing a lawyer.
1. Issues to Resolve before Calling your Lawyer
2. Need for Wills, POAs and Health Care Designations
3. Trusts: What’s the Use? And Charitable Gift Options
Additional Reading Materials
Sample Estate Planning Roadmap
Workshop Two Notes
Glossary of Terms
Trust & Charitable Gift Option Notes
We Love to Help
Need help? Contact us at (812) 923-5250,
or it is easy as pushing a button.
Issues to Resolve before Calling your Lawyer
Need for Wills, Power of Attorneys, and Health Care Designations
Trusts: What’s the use? And Charitable Gift Options
Expert Guest Speaker
Leslie Vidra has practiced law for more than forty (40) years in our area in both Kentucky and Indiana. She concentrates her practice preparing wills and trusts, handling probate and trust administration, providing advice on business succession planning, assisting families with charitable gift planning, and advising non-profit organizations on corporate governance issues and regulatory compliance.
Earlier in her career, Leslie served as in-house Legal Counsel to the Presbyterian Church USA Foundation in Jeffersonville, Indiana and then to Indiana University Foundation in Bloomington, Indiana, Leslie’s alma mater for college and law school. After working at a large Louisville law firm where she was employed by the Trusts and Estates Section, she joined her husband’s law practice in New Albany until he retired in 2019. Leslie currently practices law with Church Langdon Lopp & Banet, a 10 lawyer New Albany law firm.
Let us know you are interested in future workshops. We will keep your email address on file and an email with the link to this landing page will be sent to the email address you provide.
The Province of Our Lady of Consolation is a tax-exempt 501(c)(3) organization (EIN # 35-6019627) and does not provide tax, legal, or financial advice. Any document or information shared by our staff is intended to be educational. We strongly encourage donors to seek counsel from their own legal and financial advisors.