Audience: This hybrid seminar is intended for the families and supporting community of Our Lady of Peace. This St. Paul, MN organization offers home health care, hospice, and residential hospice.

Date/Location: This is a three-part hybrid webinar series, offered via the courtesy of Our Lady of Peace. It will be taught on three consecutive weeks, on Feb 11, 18, 25th from 6:00 pm - 7:30 pm. Attendance is offered both online and at Our Lady of Peace.

Registration Link: https://ourladyofpeacemn.org/estate-planning-essentials-3-part-series/

Topics: In this seminar, David P. Salter, owner and attorney of Salter Law LLC. will cover:

Feb 11, 2025 at 6:00-7:30 pm
Wills, Trusts, and Beneficiaries - Oh My!

• Gain a better understanding of wills, trusts, and beneficiary designations

• Avoid issues passing assets onto loved ones with proper asset ownership

• Plan for life’s unexpected twists and turns with a POA & HCD

Feb 18, 2025 at 6:00-7:30 pm
Trusts Unveiled: Finding the Best Fit for Your Legacy

• Choose the smoothest route for passing assets;
  know which map your estate planning vehicle follows

• Learn which type of trusts apply to different needs and life transitions

  • Revocable Living Trusts

  • Charitable Remainder Trusts

  • Special Needs vs. Supplemental Needs Trusts; for those with disabilities

  • Cabin Trusts

  • Irrevocable Grantor Trusts; for those anticipating future needs for Medicaid

• Navigate around obstacles so your legacy is protected throughout life’s journey

Feb 25, 2025 at 6:00-7:30 pm
Protect and Strategize, All While Leaving a Lasting Legacy

• Safeguard your estate with planned-giving strategies to reduce income & estate tax while giving to charitable organizations

• Celebrate the results of your planned giving either during or after your lifetime

• Utilize traditional IRAs or Donor-Advised Funds (DAFs),
  or for more substantial estates, the stand-alone charitable trusts