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

The Bakken Museum
Room: The Great Hall
3537 Zenith Ave. South
Minneapolis, MN 55416

February 20, 2020
6:30 PM – 8:00 PM

Estate Planning Seminar

Town & Country Club
Room: President’s Room
300 N. Mississippi River Blvd.
St. Paul, MN 55104

March 12, 2020
6:30 PM – 8:00 PM