Estate Planning attorney Karen Hansen will discuss “Estate Planning: Beyond the Basics” at the University of Minnesota’s Encore Transitions: Financial Planning for Retirement course on June 13, 2017.
This session is for those who have more extensive experience with estate planning and/or are interested in more advanced topics, including options to shelter assets from estate tax, options for lifetime gifting to beneficiaries, and options for charitable giving. The session also will detail how to coordinate a revocable trust with assets and how to match beneficiary designations with an estate plan. Special consideration will be given to non-Minnesota assets and residency, as well as to second marriage and cohabitation without marriage scenarios.
University of Minnesota
Continuing Education and Conference Center
1890 Buford Avenue
St Paul, MN 55108