Road to Effective Estate Planning

LabelInformation
  Start & End Times
-
  Category Living Well
  Age Groups Adult

 

Saturday, February 4, 2023

2:00 PM | Community Room (This event will not be recorded)

road to effective estate planning graphic

Road to Effective Estate Planning

Attorney Kim Estess, with O’Diam & Estess Law Group, will discuss various issues related to effective estate planning, including establishing a will or trust, avoiding probate, estate taxes, and the importance of powers of attorney and health care directives. This program will cover the most important topics related to estate planning and is applicable to anyone over 18 years old, regardless of their net worth or family situation.  


Kim Estess head shot

About the Presenter

Attorney Kim Cullman Estess, of O’Diam & Estess Law Group, is a Certified Specialist in Estate Planning, Trust & Probate Law by the Ohio State Bar Association, and she is a dually Certified Specialist in Elder Law by the National Elder Law Foundation and the OSBA. Kim’s practice focuses on estate planning, estate administration, elder law, asset protection, Medicaid, special needs planning and guardianships. She believes providing outstanding service requires more than just excellent legal work—it also involves taking the time to establish a strong relationship with each client in order to truly understand their unique goals. Kim currently serves as the Secretary of the Board of Directors for United Rehabilitation Services and as a member of the Board of Trustees for the Disability Foundation. Kim is a proud member of the Leadership Dayton Class of 2022 (the best class ever!) and was selected as a Dayton Business Journal Forty Under 40 Award Recipient in 2022. She is a member of the Ohio State Bar Association, the Dayton Bar Association, and the Greene County Bar Association. Additionally, Kim is a member of the National Academy of Elder Law Attorneys, Wealth Counsel and ElderCounsel. Kim graduated from the University of Dayton School of Law, where she was a member of the moot court team and the law review. She earned her BA in Journalism from Indiana University. Kim was born and raised in Centerville, where she now lives with her husband, Adam, and their daughters, Cece and Abby. In her spare time, Kim enjoys long distance running and playing golf.