Blended Families and the Surviving Spouse who Tries to Circumvent the Estate Plan

Blended Families and the Surviving Spouse Who Tries to Circumvent the Estate Plan

Join us for an engaging presentation by Katie Yoder, Director of Fiduciary Advisory Services at BMO Wealth Management, as she explores the unique estate planning challenges that can arise in blended family situations when a surviving spouse's actions conflict with the original intent of an estate plan.

Drawing upon her extensive experience in trust, estate, and fiduciary matters, Katie will discuss common pitfalls, planning considerations, and strategies professionals can use to help protect client wishes and family legacies.

Entree Choices are:

• Barrel's Carbonara | Shrimp, chicken,  bacon, red peppers & onions, bucatini pasta, creamy parmesan sauce
• Steak Frites | Grilled 14oz NY strip, seasoned curly fries, red wine sauce, truffle aoili
• Poppies & Quinoa Salad with choice of add on | Spring mix, romaine, apples, berries, nuts, poppy seed vinaigrette. Add on options: chicken, steak, shrimp

RSVPs are due by Tuesday, November 10th. Guests are welcome, so please feel free to invite a colleague or professional guest who may benefit from the discussion.

If you experience any registration issues or have questions regarding the event, please contact Scott Segobiano at scott.segobiano@edwardjones.com.

We look forward to seeing you there.