We are offering a rotating program of seminars (public and private seminars alike) on the topics of estate planning, advanced transfer tax planning, business succession and family cabin planning. Beyond the basics, we “workshop” hypothetical family situations with entertaining (but not uncommon) assets and family dynamics. We also talk about the advantages and disadvantages of common estate planning documents and techniques.

Ample time is scheduled for discussion following each seminar program. Attendees have a chance to meet our team and bring their own questions about updating existing plans, working with attorneys versus available alternatives, property ownership, and dealing with uncertainty in changing family, health care, and political/legal environments.

Reservations are requested and seating is often limited. Please register by using one of the forms below.
Scroll down to view all upcoming events.

If you have any issues submitting your registration request by use of this form, please feel free to register, instead, using our 24 hour registration hotline (612) 345-9080. Thank you.

Estate Planning Seminar

Hanifl Performing Arts Center
(Classrooms 1 & 2)
4941 Long Avenue
White Bear Lake, MN 55110

August 20, 2019
7:00 PM – 8:30 PM

Estate Planning Seminar

Washington County Historic Courthouse
(Event Space: Historic Courtroom)
101 West Pine Street
Stillwater, MN 55082

August 21, 2019
1:30 PM – 3:00 PM

Estate Planning Seminar

Lake Elmo Inn Event Center
(Separate from Lake Elmo Inn Restaurant)
3712 Layton Avenue N.
Lake Elmo, MN 55042

September 5, 2019
7:00 PM – 8:30 PM