This lunch and learn is presented by Laura Essay, from Dvorak Law Group. Laura 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' with their estate and business succession planning needs. In addition, Laura supports clients with estates and trust administration, intricate tax planning, related to family business entities, sale and loan strategies, insurance planning, charitable contributions. 

In this Lunch and Learn you will learn about:

1. 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