Virtual Estate Planning Workshop with Leslie Vidra

Navigating life’s ever-evolving challenges makes it imperative for us to prioritize our futures and the futures of our loved ones. The recent memory of the global pandemic brought this realization to many. As life continues to present significant milestones—be it the joyous arrival of a new family member or the solemnity of a passing—it underscores the need for preparedness.

The world of estate planning serves as our relay race of life, ensuring our hard-earned legacies and deepest wishes are passed on seamlessly to the next generation. It’s not merely about transferring assets, but more about doing so thoughtfully, effectively, and with foresight.

We were privileged to facilitate a three-part virtual series on estate planning with the esteemed Attorney Leslie Vidra. For those who could not attend or want to revisit the information, here’s a summary:

  1. Issues to Resolve before Calling your Lawyer (Wednesday, Feb. 9)
    • An exploration of primary considerations to make before even stepping into an attorney’s office, ensuring you are well-prepared and informed.
  2. Need for Wills, Power of Attorneys, and Health Care Designations (Wednesday, March 9)
    • Unpacking the foundational pillars of estate planning, the significance of wills, power of attorneys, and health care designations to safeguard your wishes.
  3. Trusts: What’s the Use? And Charitable Gift Options (Wednesday, April 13)
    • Delving deep into the realm of trusts, their utility, purpose, and potential benefits, alongside a discussion on incorporating charitable gifting in your estate plans.

Each event included a presentation followed by a Q&A session, enabling participants to engage directly with Attorney Vidra and clarify their queries.

Missed the Virtual Events? Not to Worry!

For those who couldn’t join us live or wish to refresh their knowledge, we’ve compiled all the resources for you:

Sample Estate Planning Roadmap

Workshop Two Notes

Glossary of Terms

Trust & Charitable Gift Option Notes

WORD          PDF

WORD          PDF

WORD          PDF

WORD          PDF

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.

Sign up now to be alerted for more workshops in the future

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.