4 Results
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Four Successful Strategies to Protect the House/Farm/Cabin & More Before and After Your DeathEducation & FinanceThe Concern: Our family has a cabin, homestead, hunting land, farm or second home; how do we protect this family legacy and move its use and enjoyment in the future? The Problem: Various sources and forces threaten their very existence: The nursing home and Medicaid (MA), estate taxes, family divorces, creditor and bankruptcy issues, taxes and operating expenses, unequal resources of owners, the in-laws, and use and enjoyment equality. The Answer: We will provide real-life solutions and explore four paths to resolution that will solve our problems without driving the family apart or sacrificing the family’s legacy asset. If registering as a couple, only select one person to your cart during the registration process. The name of your partner will be asked as a question during checkout.Fall 2026
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Questions and Answers with a MN Will and Trust Planning AttorneyEducation & FinanceThis is a relaxed and friendly open-forum seminar for participants with a seasoned Will and Trust attorney. You may have questions like: Should I avoid probate? Is a Will good enough? Do I need a Trust? How does my plan deal with a nursing home? How do we gift the assets of husband and wife? What about separate assets not of the marriage? If I am alone, what tools will protect me best? How do I decide who should serve in my estate plan? What is the death tax? How do I avoid leaving a mess for my children? Which Trust is best for my needs? Can I use a Transfer-On-Death Deed? How do my retirement assets operate in my Will or Trust? All questions will be answered! If registering as a couple, only register one person. The name of the person attending with you will be asked during the checkout process.Fall 2026 -
Let's Probate an Actual Minnesota EstateEducation & FinanceWe'll walk through (in-depth) an actual Minnesota Probate Estate from filing of the Application for Probate to the Final Accounts, and all the steps in between. Learn the entire process with current forms, court and filing requirements, accounting and procedural steps, as well as the procedures for the sale and distribution of estate assets. Discuss the roles, responsibilities, and liabilities of a person who is appointed as the Executor/Personal Representative. The class will be filled with real-life examples and solutions to the multitude of issues involving a typical (or not typical) Minnesota Probate Estate. This class encourages questions: Is there a reading of the Will? What about personal items? Does the Executor get paid? What about estate bills and creditors? We will provide the answers. If registering as a couple, please only add one person to your cart. The name of your partner will be asked during the checkout process.Fall 2026
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The Special Needs Trust: Estate Planning for Grandparents, Parents and Families With Special Needs Children (Online)Education & FinanceOne should ask: Is it better to have a formal plan in place, or leave things to future family dynamics and the ever-changing benefit system? Did you know with proper planning, both while they are alive and after they have passed, grandparents, parents and family can take care of a child, grandchild, or family member with special needs in their estate plan? Yes, and such planning will not adversely affect the benefits and programs which the person with special needs has available to them. Discuss how to properly protect your assets and provide for the future benefit of the loved one with special needs. Whatever the type of asset (tangible, income producing or other) there are options you should know. Explore how the special needs trust fits your estate planning, planning for the future of your loved one with special needs, and pros and cons of the special needs trust.If registering as a couple, only add one person to the cart. The name of your partner will be asked during the checkout process. NOTE: Date change since publicationFall 2026