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.

Workshops

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

WORD          PDF

WORD          PDF

WORD          PDF

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We Love to Help

Need help? Contact us at (812) 923-5250,
or it is easy as pushing a button.

We make it easy for us to guide you through this process. You can call us M-F 9-4 EST at 812-923-5250 or message us anytime via the form below and we will be happy to get back to you in a timely manner.

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We are planning our next workshop series for 2023 Please let us know you are interested today!  You can view the previous workshops below.

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.

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