Wills Week

Wills Week

October 21 - 225 2024 was National Estate Planning Awareness Week, and UMB participated by providing free estate planning resources and a virtual estate planning conference. 

 

Do you have a significant other? Are you a parent? Do you own anything? 

If you answer yes to any of these, you need a will.

Nobody likes estate planning, but almost everybody needs to do it.  offered all members of the UMB community an informative path to get started.

This year’s program offered expert-led sessions on essential estate planning topics, including:

  • Comprehensive basics
  • Special considerations for first-time planners and parents of young children
  • How to have important conversations with loved ones
  • Making charitable provisions in your estate plan
  • Estate planning checklist and more

Wills Week Articles


2024 Wills Week Conference Presentations

Estate Planning Basics

presented by Shari Fleming, JD, AEP®, CAP®; Principal, The Law Office of Shari Fleming; Planned Giving Officer, Bowie State University


 

Getting It Right the First Time

 presented by Christopher B. Walter, Esq.; Attorney, Davis, Agnor, Rapaport & Skalny, LLC;


Assessing Your Needs,

presented by Elena Sallitto, Esq.; Partner, Stavely & Salitto Elder Law, LLC


Sticky Conversations

presented by Malika Moore, MSW, LICSW, LCSW-C; Founder, Aging & Amazing®


LGBTQ Estate Planning

presented by Lee Carpenter, Esq.; Principal, Offit Kurman, P.A.


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Legal services, including estate planning services, are available to UMB employees through UMB Guidance Resources.