FREE ESTATE PLANNING SEMINAR
Everyone needs a plan, no matter your income or situation!
ESTATE PLANNING BASICS
June 4, 2024, 5:30-7:00pm
Bank West Community Room
1920 N Sanborn Blvd, Mitchell, SD
Learn the basics of what every family should do to protect your home, retirement and children, and pass on a legacy you’ve spent a lifetime trying to build. Through real-life stories and easy to understand legal principles this workshop will focus on a number of estate planning topics such as: Financial Power of Attorney, Healthcare Power of Attorney, Last Will and Testament, Legacy Trusts, Irrevocable Trusts, Revocable Trusts, and more. Attendees will receive materials that can be used in their own individual and/or family estate planning.
You will learn how to…
- Name a guardian for a minor child or grandchild
- Avoid a long and expensive court process known as probate
- Make sure the money you leave behind would be immediately and privately available to your family
- Protect your spouse and children’s inheritance from creditors, predators, future divorces, and lawsuits
- Make your medical wishes known and ensure they are honored
- Leave behind far more than just money
Presented by South Dakota Community Foundation in partnership with Abbott House
Stephanie Judson became President of the South Dakota Community Foundation (SDCF) in January 2013, after holding various positions with the Foundation since 1997. Currently, Stephanie oversees strategic vision, donor relations and grant program development. She also uses her skills as a Certified Financial Planner® and a Certified Gift Planning Associate to guide donors and nonprofits to the best planned giving options for them.
Trudy A. Morgan is a partner in the MorganTheeler, LLP law firm where her principal areas of practice include estate planning and succession planning, probate and trust administration, real estate and business transactions. Trudy received her undergraduate degree from the University of South Dakota, and earned her law degree at Ohio State University. Trudy currently serves on the board of directors of the Sam Weller Foundation and previously served on the board of directors of the SDCF.
Virginia Wishard Lambert became the Abbott House Development Director in 2010. Her work focuses on donor relations, gift solicitations, stewardship and awareness of Abbott House. Virginia is passionate about helping children heal from trauma by connecting donors with the needs of Abbott House children.
For more information or to register contact Alex at Abbott House by calling 605-996-2486 ext. 191 or alexandriaf@abbotthousesd.com.
