Intentional Legacy – How Will You Be Remembered?

Join Jonathan Krueger as he interviews Doug Copeland who is a founding member and principal of COPELAND, THOMPSON, and JEEP.

On today’s show we will be talking about the trends in Estate Planning. I’d like to welcome our guest Doug Copeland who is a founding member and principal of COPELAND, THOMPSON, and JEEP.

During this episode you’ll hear:

• The most prominent issues currently affecting estate planning.
• Does everyone need a trust and/or a will?
• Other important documents everyone should have.
• What joint ownership with a child or children means for an estate plan.
• The role of life insurance in a plan.
• What role charitable giving plays.

Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Advisor. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

RESOURCES:

Douglas A. Copeland is a founding member of the firm.  He primarily practices in the fields of education law, estate planning, probate and trust administration, commercial real estate transactions and corporate/business law.

Mr. Copeland currently serves as general counsel to the Webster Groves School District, Missouri Baptist University and Missouri Baptist Children’s Home.  He formerly served as general counsel for Missouri Baptist Medical Center, the Rockwood School District, the Valley Park School District, and the Cooperating School Districts of the St. Louis Suburban Area.  For many years, Mr. Copeland has served as local counsel for the American Society of Composers, Authors and Publishers (ASCAP).  Mr. Copeland currently is a member of the Boards of Trustees of Missouri Baptist Medical Center, Missouri Baptist Healthcare Foundation, a private charitable foundation and Kirkwood Baptist Church.  He also serves as a member of the Audit Committee of BJC, the Board of Trustees of The Missouri Bar, the Planned Giving Council of the St. Louis Art Museum, and the St. Louis Estate Planning Council.  Mr. Copeland served as President of The Missouri Bar and the St. Louis County Bar Association, and as a member of the ABA House of Delegates.  He also served on the Missouri State Public Defender Commission from 2008 until 2016, serving as Chair from 2011 until 2016, and the ABA Missouri Death Penalty Assessment Team, 2010-12.