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Past Events

April 17, 2024 Closely Held Entities and the IRS: A Litigator's Primer From Formation Through Trial
Stephanie Loomis-Price
March 27, 2024 CANCELED - A Review of MN Law on Lake Shore Property, Easements & Minerals
Charles Andresen
February 21, 2024 Trends in Gift Planning/Charitable Opportunities Relating to the Sale of a Business
Patrick Plunkett
January 24, 2024 Recent Developments
Chris Kuehl
November 29, 2023 The Fear Factor: How Good Professionals Get Into Bad Ethical Trouble
Stuart Teicher
October 19, 2023 Life Insurance & Annuities in a Changed Planning Environment
Steve Parrish
September 21, 2023 Fall Social
May 17, 2023 Estate Income Tax Updates & Implications
Robert Keebler
April 26, 2023 Business Succession
Josh Husbands
March 23, 2023 Charitable Matchmaking
Sheryl Morrison
February 22, 2023 CANCELED : Estate Income Tax Updates & Implications
Robert Keebler
January 25, 2023 Special Asset Management: Fiduciary Duties
Clayton Becker
November 16, 2022 Estate Planning for Virtual Assets
Gerry Beyer
October 31, 2022 Recent Developments
Jonathan Blattmachr
April 20, 2022 "21st Century Philanthropy: Tips, Tricks, Techniques and Trends for 2022 & Beyond"
Eden Rose Brown, JD
March 23, 2022 "Medical Assistance Primer"
Amber Hildebrandt
February 24, 2022 "Combining and Tiering Family & Charitable Goals in Estate Planning"
Marc Littlecott
January 26, 2022 "Stop the Fighting on the Way to the Funeral Home!"
Jolene Brown
November 17, 2021 "Economic & Market Outlook", "ESG - It's Now", "Fixed Income"
Linda Duessel, Mary Green, William Ehling
October 21, 2021 "Keeping Your Client's Estate Plan Socially Distanced from Recent (and Future) Developments"
Samuel A. Donaldson, JD, LLM
April 21, 2021 Staying Out of the Rain - Exploring the Breadth of Privilege Umbrellas in the Partnership Planning and Defense Context
Stephanie Loomis-Price
March 17, 2021 Estate Planning for All Professionals
Charles (Clary) Redd
February 17, 2021 Non-Judicial Settlement, Modification, and Decanting Under the New Trust Code
Michael Sampson
January 27, 2021 2020 in the Rear View - What We Can Expect from the 2021 Economy
Chris Kuehl
November 18, 2020 Elder Justice: Obstacles, Opportunities and the State of the Field
Marit Peterson
October 14, 2020 Red Flags in Appraisals
Paula Konikoff
April 29, 2020 Canceled - Economics with a Regional Emphasis
Anirban Basu
March 25, 2020 CANCELED
Michael Sampson
February 19, 2020 Family Dynamics & Intergenerational Wealth Transfer & Business Success Planning
Susan Rounds
January 22, 2020 Tax Topics on Estates
Bryan Jamison
November 20, 2019 Avoiding Will Contests, Clients with Multi-State Property,& Community Property Basics for Common Law Estate Planners
Gerry Beyer
October 16, 2019 Charitable Giving with Retirement Benefits & Making Retirement Benefits Payable to Trusts
Natalie B. Choate, Esq.
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