Community Education Courses Winter 2018

The calendar below provides basic information regarding the dates and times of our upcoming estate planning community education courses taught by Steve Helseth, our Estate Planning, Probate and Business Law attorney at our firm. You must register and pay any associated fee with the individual community education departments. Please contact our firm with questions at 763.406.7000.

Keeping The Family Cabin:

Do you have a cabin, second home, hunting land, rental property, or farm land? Keeping real estate in the family requires a good plan and solid professional advice. Protect your most valued assets from creditors, probate, the court system, and family disputes. The course will cover simple tools, like deeds, and more complicated tools, like cabin trusts and cabin LLC’s. Find out the best way to keep real estate in your family for generations to come. Q&A time included.

Workshop – Write Your Own Will, Health Care Directive and Power of Attorney:

If you become incapacitated or pass away, who will carry out your wishes regarding health care and manage your financial affairs? Learn about estate planning while preparing your own will, health care directive, and power of attorney during class. This class is tailored to people who have an estate of less than $2.1 million. Q&A time included.

Write Your Own Will:

Whether you are married, single, or divorced, it is important to have a will to make sure your wishes are honored. Learn about estates and wills while preparing your own legal will during class. You will receive all of the tools needed to complete this important document, including instructions, a professionally prepared form, witnesses, and a notary public. This class is tailored to people who have an estate of less than $2.1 million.

Health Care Directive and Power of Attorney:

If you become incapacitated, who will carry out your wishes regarding health care and manage your financial affairs? By having a plan, you get to make your own choices. Students will leave the course with a health care directive and power of attorney. Students should be comfortable using a computer. Q&A time included.

Executor, Trustee or Guardian: Where Do I Start?:

As an executor, personal representative, power of attorney, or guardian, this class will help you figure out your responsibilities. Understand the difference between these roles, who you should appoint, and what to do once you are appointed. The instructor is an attorney practicing in the areas of estate planning and probate. Q&A time included.

Keeping the Business in the Family

Do you own a business? If so, what would happen to your business if you became incapacitated or passed away? Discuss common issues faced by business owners with respect to incapacity, death, and business succession planning. Dive into several different documents and options available to business owners to ensure a smooth transition, reduce or eliminate taxes, and keep the business or proceeds from the sale in the family. Instructor is a licensed attorney, with a background in business law, estate planning, and probate.

Understanding Estate Planning & Trusts

If you own a business; have a cabin, condo or timeshare in another state; have minor children or want to avoid probate or protect assets for future generations, a trust may be a great estate planning tool for you. Several types of trusts - Revocable Living Trusts, Irrevocable Trusts and Support Trusts for children/grandchildren - will be discussed. Hear how trusts can protect assets from irresponsible family members, how to avoid probate, reduce estate taxes or protect assets from creditors. Question and answer time included. Instructor is an experienced estate planning, probate and business law attorney.

Estate Planning for Second Marriages

Are you in a second marriage? Do you have children from a previous marriage or relationship? Do you have a complicated family situation? With a second marriage or complicated family situation, putting documents in place to correctly reflect your wishes is even more important. Discuss the basics of estate planning and where some of those plans fall short for people in a second marriage. Instructor is a licensed attorney with a background in estate planning, probate, and business law.

Call us today for a free consultation: 763.406.7000

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