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How to Make Family Harmony a Part of Your Estate Planning

You are invited to attend our next client event to hear Attorney Jennifer Carlson. You’ll be able to learn practical tips for communicating with your family members in the process of establishing your estate plans.

Mrs. Carlson’s presentation will include several role plays, and we will have practical handout materials for you regarding issues with estate planning.

You may attend either the 2:00 pm session or the 7:00 pm session on Thursday, April 26 at our offices at 533 S. Main St. in Council Bluffs.

Mrs. Carlson will be addressing these topics:

  • Choosing a will or a trust
  • Power-of-attorney
  • Concerns with a parent’s diminished mental capacity
  • Conservatorship and guardianship
  • Co-ownership of bank accounts
  • Iowa’s Elder Abuse statute regarding financial exploitation
  • The process of comprehensive estate planning

Our client events are provided for your education as well as for you to to invite your friends and family members to come along with you.

RSVP at 712-256-4856.

 

Jennifer Carlson’s Bio

Jennifer A. Carlson is an attorney with Stuart Tinley Law Firm LLP in Council Bluffs. She practices primarily in Estate Planning, Probate, Wills, and Trusts. Mrs. 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:

Mrs. 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.

Mrs. 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 an alumnus of Leadership Council Bluffs.

Mrs. Carlson is also a member of the Iowa Academy of Trust and Estate Counsel, which has membership limited to 250 Iowa attorneys by invitation only. The Academy’s mission is to seek to foster cooperation and collective discussions among trust and estate attorneys, trust officers, law professors, and other interested professionals in Iowa concerning estate and business succession. The Academy further seeks to educate and support legislative efforts and initiatives for facilitating effective transmission of wealth and values by Iowa families.

Stuart Tinley Law Firm LLP and it predecessor partnerships have been practicing in Council Bluffs for over 150 years. The firm is a full service multidisciplinary law office serving the Council Bluffs/Omaha metro area, southwest Iowa, regional, and national clients.

 

[Financial Planning and Investment Management Services offered through Dickinson Investment Advisors, Registered Investment Advisor.  Statistics and market information provided by Litman Gregory Advisor Intelligence.]

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