Agenda / Content Covered

Session Time: 10:00 AM - 12:00 PM Central
Presenter: Lindsey R. Buchheit

1. Client Intake
2. Asset Inventory
3. Beneficiary Designations
4. Fiduciary Selection, Removal, Duties
5. Distribution Provisions
6. Special Provisions

Accreditation Details:

LINDSEY R. BUCHHEIT is the founder of Buchheit Law, PLC, where her practice includes estate planning, probate, trust administration, family and divorce law, and general business. She earned her B.A. degree, with high distinction, from the University of Nebraska Wesleyan; and her Juris Doctorate degree from the University of Nebraska. Currently, Ms. Buchheit is the only attorney in Iowa to hold the estate planning law specialist (ESPL) designation through the Estate Law Specialist Board, Inc., an organization accredited by the American Bar Association and affiliated with the National Association of Estate Planners & Councils. Ms. Buchheit also earned the designation as an accredited estate planner (AEP) through the National Association of Estate Planners & Councils. Ms. Buchheit’s office is in Sergeant Bluff, Iowa, where she practices law in Iowa, Nebraska, and South Dakota. Buchheit Law, PLC is the February 2015 recipient of the Iowa Small Business Development Center's Business of the Month Award. In 2015, 2016, and 2017, Ms. Buchheit was recognized among the top ten family law attorneys in the state of Iowa by the National Academy of Family Law Attorneys, and a Great Plains Rising Star by Super Lawyers. In 2016, she was selected and featured as the cover person for the magazine, Siouxland Woman, and was named Siouxland’s Top 10 Under 40.