Wellness Workshop - Claiming Financial Confidence: Estate Planning and Trust Formation​

Financial wellness isn’t just about earning — it’s about protecting what you’ve built and creating confidence in your future.

As part of our Q1 Financial Wellness pillar, join us for a practical and empowering workshop led by Asel Lindsey of Dykema, designed to help leaders better understand estate planning and trust formation.

Key Takeaways:
• Understand the purpose and impact of estate planning
• Learn the core legal documents everyone should have in place
• Explore when and why a trust may be beneficial
• Discover how assets pass — and how to avoid common mistakes
• Gain clarity on where to begin and how to feel confident in the process

Asel Lindsey is a member at Dykema, a national full-service law firm, and an Assistant Practice Group Leader of the firm’s Tax, Trusts and Estates Practice Group. Asel advises on a broad range of corporate tax matters with a focus on transactional tax practice and estate planning. Asel plans and structures complex business transactions, including mergers and acquisitions, joint ventures, and restructurings. As a member of the firm’s DSO group, Asel regularly advises on tax issues related to formations, acquisitions and restructurings of dental service organizations and other managed services structures. Asel also regularly works with high-net-worth individuals, business owners, and families with multigenerational wealth, assisting them with succession issues, estate planning, asset protection, lifetime transfer planning, and charitable objectives.