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Wills, Trusts & Probate Department Leads Session at Iowa State University Foundation Professional Advisors Conference - September 20, 2018

On August 29, the Iowa State University Foundation Office of Gift Planning hosted the 10th Annual Professional Advisor Continuing Education Conference. This conference provides attorneys, financial planners, accountants, and insurance professionals an opportunity to hear from industry leaders about charitable giving strategies, tax and wealth management issues for business owners, among other timely topics.


This year, ISU invited the Davis Brown Wills, Trusts & Probate department to present, “Funding the Revocable Trust, Completing Beneficiary Designations and Other Easily Overlooked Details of the Estate Plan.” Tom Houser, Margaret Van Houten, Jana Weiler, and Breanna Young presented issues they’ve encountered in their practices revolving around fiduciary roles in estate planning, the use of revocable trusts, issues with properly funding revocable trusts, and common issues with beneficiary designations not lining up with the overall estate plan.