WHAT EVERY FINANCIAL PLANNER SHOULD KNOW ABOUT ESTATE PLANNING IN MINNESOTA

Join Us for Lunch and a Free One (1) Hour CE Credit for CFP

  • During this seminar, you will learn what every financial planner should know about estate planning in Minnesota. We will cover topics including:
  • Basic Estate Planning. What core documents that every estate plan should include; The differences between a Will-based plan and a Trust-based plan; How to plan for incapacity of your clients; The dangers of joint-tenancy; How assets transfer after someone passes away; What is probate and how can we avoid it.
  • Asset Protection. Learn how best to protect assets from divorce, bankruptcy, and lawsuits under Minnesota law.
  • Retirement Accounts. Make sure that your client's estate plans are coordinated with their IRA, Roth IRA, 401(k), by having the proper beneficiary designation language to allow for stretching required minimum distributions over their own life expectancy.
  • Basis Issues. Learn the basics of tax basis and how it impacts your client's long term capital gains. We will discuss gifting assets as well as powers of appointment in estate planning documents and how they will affect the tax basis on assets following death.
  • Special Needs Planning. Understand the difference between Special Needs Trusts and Supplemental Needs Trusts. We will also discuss what language every estate plan should include to ensure that beneficiaries are not kicked off of state assistance after inheriting assets.
  • Planning for Blended Families. We will cover what options are available, including QTIP Trusts, for married couples with blended families, what options are available for non-blended families to protect their children in the event of a re-marriage.

 

 

Event Details:

Thursday, March 28 | 11:30 AM - 1:00 PM
Gold Leaf Estate Planning Office
3000 County Road 42 W. Suite 310, Burnsville, MN 55337

Limited Seating | Refreshments Provided

RSVP Options: (1) Fill out the form to the left (2) Call 952.658.6503; or (3) E-mail info@goldleafestateplan.com

 

portrait of Zach Wiegand

About Attorney Zachary A. Wiegand

Zach Wiegand founded Gold Leaf Estate Planning in order to make a difference in the lives of his clients. Zach helps families preserve and protect their hard-earned assets by drafting comprehensive and protective estate plans including wills, trusts, health care directives, powers of attorney as well as more advanced estate planning solutions. Following the death of a loved one, Zach also helps families navigate through the probate or trust administration process.

Zach graduated from law school at William Mitchell College of Law in St. Paul. After graduation, Zach served as a Judicial Law Clerk for the Honorable Tammi A. Fredrickson in the 10th Judicial District in Minnesota. Following his clerkship, he began his career as a litigation attorney, but quickly realized that his passion was to help families stay out of Court rather than fight in it. Zach subsequently practiced as an estate planning attorney at firms based out of St. Paul and Minneapolis prior to opening Gold Leaf Estate Planning.

Zach has been honored as a Minnesota Super Lawyer Rising Star (2017, 2018 and 2019), an honor reserved for only 2.5% of Minnesota Attorneys. Zach is member of Wealth Counsel, a national organization of trusts and estates attorneys who maintain the highest level of knowledge and expertise through collaboration and continuing their education on estate planning topics.

In his spare time, Zach serves as Vice President of the Shattuck – St. Mary’s School Foundation and serves as a committee chair on the Shattuck – St. Mary’s School Alumni Association Board. Zach and his wife, Ruth, live with their one son, Henrik, in Lakeville.