We are Estate Planning, Probate, and Trust Administration Attorneys! That’s all we do, so we do it really well. We love teaching others about it because having everything in order protects people and helps families in terrible times.
We currently offer three presentations:
1 - Estate Planning Explained in a Way Everyone Can Understand
2 - Estate Planning Fundamentals - That Every Financial Advisor Should Understand
3 - Twenty Estate Planning Concepts - That the Best Financial Advisors Understand
Presentation 1 - Estate Planning Explained in a Way Everyone Can Understand
Intended Audience: Clients of financial advisors, or the general public who would like to learn about estate planning.
Typical Length: 40 – 50 minutes depending upon the host's wishes
Agenda:
- Wills vs. Trusts – Explained with examples
- Online Wills / Trusts – Do these work?
- Estate Problems to Avoid
- Beyond the Legal Documents – What else to do
Recent Success:
- Presented for the St. Louis County Library Foundation as part of their online programs which was their largest attended session of 2025.
- Multiple financial advisor online seminars for their clients, or in-person dinner sessions for their clients.
Presentation 2 - Estate Planning Fundamentals - That Every Financial Advisor Should Understand
Intended Audience: Financial professionals looking to enhance their understanding of estate planning and to identify issues before those can harm their clients.
Typical Length: 45 minutes depending upon the host's wishes
Agenda:
- Wills vs. Trusts – Explained with examples
- 15 Frequently Seen Estate Planning Issues (with handout for future use)
- The Financial Advisors key role at the most critical time
Recent Success:
- This session is regularly presented to financial advisors as part of a lunch session to sharpen their skills.
Presentation 3 - Twenty Estate Planning Concepts – That the Best Financial Advisors Understand
Intended Audience: This is a more advanced presentation. We cover the “basics” in 5 minutes and then move on to 20 quick hits of intermediate and advanced ideas that don’t happen regularly but where a financial advisor can bring real value to their client! This one is good, but moves fast. It is valuable to all financial advisors, even if only one or two new take-aways come from it.
Typical Length: 60 minutes
Agenda:
- Real Estate Titling & Joint Ownership Traps
- Trust Design and Structural Issues
- Retirement, 2nd Marriages, and Young Families
- Incapacity Concerns & Dementia Diagnosis
- Pre-Death & Post-Death Landmines
Recent Success:
- This session is regularly presented to financial advisors as part of a lunch session.
