08 Aug
Second Tuesdays with Sovereign: Estate Planning (Replay Available)



Click here to view a full replay of this event


Join us for an insightful webinar on estate planning. We'll be covering a wide range of topics, including wills, trusts, power of attorney, and estate taxes. Our guest speaker, Lauren J. McCallion, Esq., will guide you through practical steps to develop an effective plan, irrespective of your estate's size. Interactive Q&A sessions will ensure all your queries are answered. Whether you're just starting to think about your legacy or looking to optimize an existing plan, this webinar is designed to provide you the roadmap to sound estate planning.

A word about our speaker...

Lauren J. McCallion, Esq.
Estate Planning Attorney
Ivey, Barnum & O'Mara, LLC

Lauren's areas of practice include estate and tax planning, including preparation of Wills, Trusts, Powers of Attorney, Living Wills, Health Care Proxies, and Funeral Directives. In addition, she handles all aspects of trust and estate administration from inception to closing, including the preparation of accountings, estate tax, fiduciary income tax, and gift tax returns.

Date and Time

Tue, Aug 08, 2023

6:00p - 7:00p EST


Zoom Webinar


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