The Estate & Gift Planning Strategies Seminar was hosted by the University of Minnesota Foundation and led by Sonja Greenwaldt and Susan Hommes on April 26, 2023. If you have further questions, contact us at 612-624-3333 or plgiving@umn.edu.

00:00 Intro to content
02:22 Core Estate Plan
12:29 Incapacity planning
13:19 Plan maintenance
18:40 Brief Tax Law Update
29:05 Gift Strategies
32:42 Start Estate Gifts
34:40 Donor testimonial 1
36:25 Retirement Assets
40:26 Sharing Your Gift
45:18 IRA Qualified Charitable Distribution
47:51 Blended Gifts
48:46 Donor testimonial 2
52:07 Life Income Gifts
52:20 Charitable Gift Annuity
56:06 Donor testimonial 3
58:20 Charitable Remainder Trust
1:00:32 Donor Advised Fund
1:05:56 UMF Funding Amount minimums
1:08:20 U of M priority funding opportunities…(read more)

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The Estate & Gift Planning Strategies Seminar is an informative and engaging event that provides attendees with invaluable insights and strategies related to estate and gift planning. The Spring 2023 seminar promises to be an exceptional event with a comprehensive overview of the latest developments in estate and gift planning strategies.

The seminar will bring together some of the top experts in the field of estate planning, who will present on a diverse range of topics. These topics will include tax strategies, charitable giving, and asset protection, among others. Participants will have an opportunity to gain valuable information on how to effectively plan their estates and gifts to their loved ones.

In addition to the presentations, attendees will also participate in interactive workshops and discussions designed to help them better understand the concepts presented. There will also be ample networking opportunities to connect with other professionals and peers in the field.

This seminar is relevant and beneficial for anyone looking to create a thoughtful and well-crafted estate plan. Attorneys, accountants, financial advisors, and other professionals involved in estate planning will find this seminar extremely valuable in developing their skills and knowledge.

One of the highlights of this event is the opportunity to hear from renowned speakers in the field. These speakers will share their expertise on a wide range of topics, providing attendees with actionable insights and practical strategies that they can implement immediately.

In addition, attendees will have access to resources and tools to help them navigate estate and gift planning more effectively. These resources include checklists, calculators, and other useful tools that can help streamline the estate planning process.

Overall, the Estate & Gift Planning Strategies Seminar – Spring 2023 promises to be an exceptional event for anyone interested in estate and gift planning. With its informative presentations, interactive workshops, and networking opportunities, attendees will take away invaluable insights and strategies that can help them plan their estates and gifts more effectively.