TS Prosperity group panel discussion table

Local panel discusses trends in estate planning litigation

April 5, 2022 | TS Prosperity Group

TS Prosperity Group recently hosted a panel discussion on trends in estate planning litigation held at the Council Bluffs Public Library. Over 20 area attorneys gathered at the session to learn about litigation trends among family members in the administration of estates and trusts, as well as guardianships, conservatorships, mediation and more.

Panel speakers included Pottawattamie county district court judges: Judge Kathleen Kilnoski, Judge Craig Dreismeier, and Judge Margaret Popp Reyes. After each panelist shared their experience, then the floor was available for all attendees to ask questions in an open forum. Questions ranged from family mediation, probate settlement processes, mental health, emergency medical services, filing protections, as well as guardianships and conservatorships.

“This event was a great way to get everyone around the table,” said Mary Jewell, vice president and fiduciary office with TS Prosperity Group. “We always like to provide a value add for our clients and community members. This recent panel held with our legal community was a great example of exactly this.”

TS Prosperity Group was pleased to sponsor this event and provide complimentary or low-cost resources to local attorneys and certified public accountants. TS Prosperity can provide support to others through tax services, including payroll along with endowment fund management, investment management, retirement services and more.

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pictured left to right: Judge Margaret Popp Reyes, Judge Craig Dreismeier and Judge Kathleen Kilnoski

TS Prosperity Group plans to host more upcoming events like this, both in-person and virtually. The next opportunity is a Cannon 2022 Teleconference on Estate Planning for and Administration of Digital Assets on Thursday, May 24. The webinar will focus on cryptocurrency, contractual provisions imposed by electronic services providers, estate planning document provisions to facilitate gaining access to and handling of digital assets and more. Additionally, this training is eligible for continuing legal education (CLE).

If you would like more information on similar upcoming events or if you are interested in products and services offered by TS Prosperity Group, please email krysta.stevens@tsprosperity.com for more information.

At TS Prosperity Group, we IGNITE PROSPERITY® by helping our clients do more with their money. Whether it’s saving a little extra cash each month or accomplishing a long-term strategy, our goal is to help you transform your financial life. Call and schedule an appointment today, one of our team members would love to help you do more with your money at TS Prosperity Group. TS Prosperity Group is based in Council Bluffs, Iowa, with clients across the Midwest. For more information visit tsprosperitygroup.com or call 844-487-3115. #igniteprosperity