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Planning Your Legacy Workshop with Peter Osman
March 15, 2022 @ 12:00 pm - 1:00 pm
Join the Friends of the Cottage Grove Library for an informational session focusing on what every family needs to know relative to their estate planning, and going over core concepts to better understand how you can guide your legacy and make sure your loved ones are protected. We will focus our conversation on topics such as: Differences between Wills and Trusts, Guardianship for Minor Children, Inheritance Protection, Advance Medical Directives, and Powers of Attorney, amongst other topics. Attorney Peter Osman will present on these topics, and will also carve out time for your specific questions after the presentation. This presentation will give you everything you need to know to get started with planning to protect your family!
If you have questions that you would Peter to answer please send them to libraryfriendscgwi@gmail.com. The event will be moderated by Friends Marketing Chair Alison Weber.
Please use the below button to register in advance
Planning Your Legacy Workshop is the first in our 2022 series designed to show the community of Cottage Grove how libraries add value beyond books. Thank you to our donors, volunteers and Steve Stricker Foundation for supporting our important work.
Attorney Peter C. Osman, a graduate of the University of Wisconsin Law School, is a Wisconsin-licensed estate planning attorney. He pursued his undergraduate studies at both the University of Minnesota – Twin Cities and the University of Wisconsin – Madison, receiving his BA with honors. Peter focuses his practice in the areas of estate planning and elder planning. As part of his elder planning practice, Peter received extensive training in the areas of Medicaid asset protection planning.
Peter regularly holds educational workshops for clients, professional advisors, and local businesses and organizations. The topics of his workshops focus on his specialty areas of practice, including estate planning, use of wills and trusts, charitable planning, special needs planning, planning for young families, Medicaid qualification, and planning for taxable estates.
Attorney Osman is a member of WealthCounsel, LLC, a collaborative, nationwide network of top estate planning attorneys, as well as the Madison Estate Counsel. He is a member of the Real Property, Probate, and Trust Law and Elder Law Sections of the State Bar of Wisconsin. In his free time, he enjoys golfing, boating, spending time outdoors, and traveling. Peter is also an active member in his hometown community, where he enjoys coaching youth sports and serves as President of the St. Stephen’s Foundation, supporting St. Stephen’s Lutheran Church.