# Event Details

- **Event Name**: Wills & Trusts Lunch & Learn
- **Event Start and End Date**: Tue, 16 Jun, 2026 at 12:00 pm – Tue, 16 Jun, 2026 at 01:30 pm
- **Event Description**: Preserve Family Harmony. Protect Your Legacy.  No-cost educational lunch event with Attorney Walter Ozark and Financial Advisor Bill KinkelAbout this EventJoin Attorney Walter Ozark and Financial Advisor Bill Kinkel for a no-cost educational lunch event focused on wills, trusts, probate, and the importance of getting financially organized before making important legal and financial decisions.Estate planning is about more than documents. A will, trust, beneficiary form, account title, deed, insurance policy, or retirement account designation can all affect how your wishes are carried out. This event will help attendees better understand how legal documents and financial accounts should work together.Topics include:• Wills vs. living trusts• Why a will does not avoid probate• How beneficiary forms, IRAs, retirement accounts, insurance policies, deeds, and titles affect your estate• How heirs can be accidentally disinherited• How proper planning may help reduce probate costs, delays, and court involvement• Keeping financial affairs and family matters more private• Preserving family harmony and minimizing the chance of family conflict• Protecting your heirs’ inheritances and leaving a lasting legacy• Why reviewing financial documents before updating legal documents matters
- **Event URL**: https://allevents.in/alton/wills-and-trusts-lunch-and-learn/100001989267263936
- **Event Categories**: fitness
- **Interested Audience**: 
  - total_interested_count: 0
- **Event Highlights**: 
  - Duration: 1 hour 30 minutes
  - Location: Vera Lee - Meeting & Event Venue
  - Languages: English

## Ticket Details

- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Alton
- **state**: IL
- **country**: United States
- **location**: Vera Lee - Meeting & Event Venue
- **lat**: 38.889491
- **long**: -90.1567037
- **full address**: Vera Lee - Meeting & Event Venue, 1854B East Broadway, Alton, United States

## Event gallery

- **Alt text**: Wills & Trusts Lunch & Learn
  - **Image URL**: https://cdn-az.allevents.in/events4/banners/a10c1317514a9b7e997c16407c377643a4b760cc197094a92ddf24501a1b53a5-rimg-w1200-h600-dcf0f0f0-gmir.jpg?v=1779142467

## FAQs

- **Q**: When and where is Wills & Trusts Lunch & Learn being held?
  - **A:** Wills & Trusts Lunch & Learn takes place on Tue, 16 Jun, 2026 at 12:00 pm to Tue, 16 Jun, 2026 at 01:30 pm at Vera Lee - Meeting & Event Venue, 1854B East Broadway, Alton, United States.
- **Q**: Who is organizing Wills & Trusts Lunch & Learn?
  - **A:** Wills & Trusts Lunch & Learn is organized by Walter Ozark & Bill Kinkel.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Wills & Trusts Lunch & Learn is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Alton, this event is thoughtfully curated to deliver a standout experience worth every moment. If Wills & Trusts Lunch & Learn sounds like your kind of event, don't wait - spots fill up fast.

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