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
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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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