“Where There’s a Will, There’s a Way” is an informational meeting for the public which will be held on February 7 and then again on February 9. Jennifer Carlson, an estate planning attorney in Council Bluffs, will be our guest speaker.
Do you know about the most effective vehicle for carrying out your estate planning goals? How will you decide between a will and a trust? What happens if you do nothing regarding your estate? What happens if your will or trust is out of date? What do you need to know about power of attorney? What is there to know beyond just traditional estate planning?
For answers, we invite you to our seminar, “Where There’s a Will, There’s a Way,” sponsored by Dickinson Investment Advisors.
We will offer the seminar during two different time slots:
Tuesday, February 7, 3:00-4:30 pm
Thursday, February 9, 7:00-8:30 pm
The seminar will be held in our new conference room at our expanded offices at 533 S. Main St., Council Bluffs, Iowa.
Our guest speaker will be Jennifer A. Carlson, an attorney with Stuart Tinley Law Firm, LLP in Council Bluffs.
She practices primarily in Estate Planning, Probate, Wills, and Trusts. Ms. Carlson’s background includes:
Education:
Buena Vista University – B.A., Magna Cum Laude, 1978
Southern Illinois University School of Law – J.D., Summa Cum Laude, 1982
Biography:
Ms. Carlson graduated first in her law school class receiving outstanding achievement awards in Trusts and Estates, Property, and Commercial Law. She served as Editor-in-Chief of the Southern Illinois University Law Journal and has been inducted into The Honor Society of Phi Kappa Phi. In addition to her law practice, Ms. Carlson also has experience in federal income taxation and is a member of the Iowa State Bar Association, the Nebraska State Bar Association, the Pottawattamie County Bar Association, and the Council Bluffs Estate Planning Council.
Ms. Carlson and her family are dedicated community volunteers. She has served nonprofit organizations throughout the Council Bluffs and Omaha metro area for more than 25 years. Heartland Family Services, the Omaha Symphony Guild, the Knights of Aksarben Foundation, and the Cystic Fibrosis Foundation, among others, have recognized the Carlson family for commitment to community. She is a current member of Leadership Council Bluffs.
Stuart Tinley Law Firm LLP and its predecessor partnerships have been practicing in Council Bluffs for 150 years. The firm is a full service multidisciplinary law office serving the Council Bluffs/Omaha metro area, southwest Iowa, regional, and national clients.
Please come and join in with an informative time of learning. Who do you know and want to bring along that could benefit from this excellent learning experience as well?
RSVP to our office at 712-256-4856. As you have any questions regarding this client event, please ask for Tom Sperling.
