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11 May
Lunch and Learn- Your Legacy, Your Plan: Best Practices and Common Pitfalls to Avoid

Description

This presentation is from Laura Essay with Dvorak Law Group. 

Laura K. Essay provides guidance to clients on structuring their estate plans, including drafting wills, irrevocable trusts, life insurance trusts, gifting trusts, GRATs, powers of attorney, and advance directives/living wills. Collaborating closely with the estate planning team at Dvorak Law Group, Laura helps clients’ meet their estate and business succession planning needs efficiently. In addition, Laura supports clients with estate and trust administration, intricate tax planning related to family business entities, sale and loan strategies, insurance planning, and charitable contributions. She also serves as a member of the Firm’s Executive Committee and Chair of the Recruiting/ Professional Development Committee and Firm Engagement Committee.

This presentation will include:

    1. Learn the key components of an effective estate plan and how they align with your overall wealth strategy
    2. Understand common (and costly) estate planning mistakes – and how to avoid them
    3. Explore real-world scenarios that highlight planning opportunities and unintended consequences

Register Here ->https://form.jotform.com/261054755847162

Date and Time

Mon, May 11, 2026

12:00p - 1:00p CST

Location

Unified Legacy Advisors Lower level

17002 Marcy St
Omaha , NE 68118-2933
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PT1H

Event Registration

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