Workshops & Events

“Estate Planning - Trusts & Wills“

 

How to leave a lasting legacy; Wills & Trusts (Simple & Complex); Control costs/avoid probate; Need to update current plan?; Control the estate plan process; Powers of Attorney; Health Care Directives & HIPAAs; Minimize, defer and/or eliminate taxes; Protecting children's inheritances from divorce, creditors and "predators", or if the surviving spouse remarries; Long term care/nursing home asset protection strategies; Medical Assistance Rules; Ownership, joint tenancy, life estate, beneficiaries, POD/TOD.

Dates & Locations

6:30 PM - 8:30 PM

September 5

September 19

September 21


Register

 

"Choices:  Wills, Trusts or Chaos?"

 

How to leave a lasting legacy; Wills & Trusts (Simple & Complex); Control costs/avoid probate; Need to update current plan?; Control the estate plan process; Powers of Attorney; Health Care Directives & HIPAAs; Minimize, defer and/or eliminate taxes; Protecting children's inheritances from divorce, creditors and "predators", or if the surviving spouse remarries; Long term care/nursing home asset protection strategies; Medical Assistance Rules; Ownership, joint tenancy, life estate, beneficiaries, POD/TOD.

Dates & Locations

T.B.D

 

"Gun Trusts"

 

Gun ownership and use creates risk in our legal system, even without pulling a trigger. This educational seminar will cover purpose built gun trusts and how they may help manage concerns and protect gun owners. It will cover such issues as  committing an “accidental felony.”
Learn about different types of gun trusts, NFA and non NFA firearms and the many options in which gun trusts may pass firearms to heirs.  It will also cover recent federal law changes regarding NFA firearms and Minnesota laws regarding  firearms and gun trusts.  


Dates & Locations

T.B.D

 

"Business Succession"

 

Creating a plan is vital to effectively transferring your business. Without a plan, your business may be transferred to the detriment of the Company and its owners. Join us to learn more about successful
strategies for the transition of your business. We will explore the options available, and how to prepare the new owners and yourself for the transition.
 
 


Dates & Locations

T.B.D


 

"Choosing the Right Entity for You"

 

When creating a new business venture, we want you to find the right vehicle to accomplish your goals. Whether it’s choosing the type of entity, where it’s formed, or the ownership structures that may be right, it’s important to understand your options. Our team will discuss how your choices may impact the company’s taxation, asset protection, and potential sale or transfer of your business.
 



Dates & Locations

T.B.D
 


 

"Probate & Trust Settlement"

 

· What is a Probate?
· The basics of probate
· The probate process
· Testate vs. intestate- what is the difference?
· Is probate necessary?


 


Dates & Locations

T.B.D

Our Locations

New Ulm
106 1/2 N Minnesota St
PO Box 38
New Ulm, MN 56073
(507) 354-2161

Office Hours
8:00AM - 5:00PM
See Map



Hutchinson
205 Jefferson St SE
Suite 2
Hutchinson, MN 55350
(320) 234-6262

Office Hours
8:00AM - 5:00PM
See Map



Sleepy Eye
109 Main St West
PO Box 496
Sleepy Eye, MN 56085
(507) 794-3671

Office Hours
8:00AM - 5:00PM
See Map



Mankato
500 S. Broad St. Mankato, MN 56001
(507) 779-7153


Office Hours
8:00AM - 5:00PM
See Map



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