This event took place on TUE. APR. 16. 2024
Brother Justus Whiskey Company | 3:00 PM – 5:30 PM
3300 5th Street Northeast, Minneapolis, MN 55418
Attendees earned a CFP or CLE credit.
You’ll learn the basics of values-based estate planning, where to begin and how to help clients define their legacies. Topics will include property transfers, planning for incapacity, estate/gift taxes and specific strategies for charitable giving and creating a philanthropic legacy. A networking social hour and optional tours of the whiskey distillery will follow.
All professional advisors, attorneys, and wealth management advisors are welcome!
This is a free event.
Photo Gallery
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Keynote Speaker
Lauren Barron
Partner,
Faegre Drinker
Lauren Barron creates tailored strategies for transferring wealth. She also helps individual and corporate clients to administer trusts and estates. Lauren gives practical, individual advice about the impact of wealth on future generations, and advises clients on their charitable gifts, providing creative solutions that maximize tax advantages and implement specific goals.
Keynote Speaker
Lauren Barron
Partner,
Faegre Drinker
Lauren Barron creates tailored strategies for transferring wealth. She also helps individual and corporate clients to administer trusts and estates. Lauren gives practical, individual advice about the impact of wealth on future generations. She advises clients on their charitable gifts, providing creative solutions that maximize tax advantages and achieve specific goals.