Trusts, Wills & Estates attorney Samantha Heaton will speak during a University of Minnesota Encore Transitions class, “Financial Planning for Retirement,” on Friday, May 18, 2018.
Estate Planning means making sure your legal affairs are in order and a good estate plan reflects your goals and values. It is designed to ensure your wishes are carried out, as well as to avoid family conflicts and unnecessary costs. Planning your estate can bring peace of mind, and it’s much simpler than most people think. In Samantha’s session, “Estate Planning: Your Financial Foundation,” you’ll learn about powers of attorney, health care directives, living trusts, probate, and how to stay clear of common errors that are likely to cause problems in the future.
Samantha’s second session, “Estate Planning: Beyond the Basics,” is for those who have more extensive experience with estate planning and/or are interested in more advanced topics, including options to shelter assets from estate tax, options for lifetime gifting to beneficiaries, and options for charitable giving. The session also will detail how to coordinate a revocable trust with assets and how to match beneficiary designations with an estate plan. Special consideration will be given to non-Minnesota assets and residency, as well as to second marriage and cohabitation without marriage scenarios.
University of Minnesota
Continuing Education and Conference Center
1890 Buford Avenue
Saint Paul, MN 55108
Friday, May 18, 20189:00AM to 4:00PM Register Now
Mentioned Attorney or Professional