Estate Planning Basics

Description

Attorney Dera L. Johnsen-Tracy is a shareholder and co-founder of Horn & Johnsen SC in Madison, Wisconsin. She focuses her legal practice in the areas of estate planning, probate, and adult guardianship. Dera is top-rated by Super Lawyers and has been a featured presenter at various conferences both nationally and throughout Wisconsin. She is also co-author of the book, Wills, Trusts, and Probate: An Insider’s Guide to Estate Planning in Wisconsin. During her presentation, Dera will provide an overview of the basic estate planning documents everyone should have in place, regardless of your age or the size of your estate, along with a brief discussion about living trusts and when they should be considered. All attendees at Dera’s presentation can receive a free copy in eBook format upon request.

Per order of Public Health Madison & Dane County, masks are required in all indoor spaces for those age 2 and up.

Did you attend this workshop? We'd love to hear your feedback!
Where
Meadowridge Library
Community Rooms A and B Combined
When
-
Staff Info
Reserved time: -
Setup: 15 min
Set up projector
,
Other - see notes

Dera is bringing her own laptop for the presentation but we need to have an HDMI cable for her.

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Created by: arobinson
Created: 8/23/21 - 11:30
Last updated: 10/15/21 - 3:35
Audience: Adult, Senior
Type: Library Program
Category/Topic: Assistance - Other, Educational
Tags: financial literacy, finance, estate
Language: English
Event Registration
Max Signups: 20
# of Submissions: 9
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