Life & Estate Plans: Life, Incapacity, and Gifting
Mon, Nov 11, 2024, 10am
Presented by Estate Planning Attorney, Matt Guttman.
See attached UMN Foundation PowerPoint, below.
Topics
- Why a Trust from an Estate Planning Attorney?
- Make it easier for caretakers and survivors.
- Properly designate beneficiaries on Roth IRAs, retirement accounts, life insurance, trusts, payable on death bank or investment accounts.
- Update after a divorce or family change: Wills, Trusts, Health Care Directives, Financial Power of Attorney, HIPAA releases .
- UMN Anatomy Bequest Program, Contact; website bequest.umn.edu, Gabby Anderson: [email protected], 612-625-1111.
- The election is expected to influence future changes in estate tax laws and income taxation of estates.
- Life Gifting, & Creating a Life time income.
Registration required to attend and for a recording: https://umn.zoom.us/meeting/register/tJMuf-qvpzMpGdc00hfnaXYnpfmM4jAdn-Rd
Upcoming Events
The theme is "Flowers."
Planning meeting for 2025.
Group of tickets is reserved for us. Enjoy discounted tickets and attend with your fellow UMRA Members!
Vicki Gaylord presents "Out of the basement and into the museum: My experience donating family belongings."
Cabinets of Curiosities will seek out the University of Minnesota Herbarium on the St Paul Campus. Tim Whifeld, Collections Manager, will share his knowledge of that amazing collection and explain its critical importance in the twenty-first century. Botanists study these pressed plants, individually and collectively, to establish a history of plant life, often over centuries, because they contain compelling evidence of the ever modulating geographical distribution of plants and evidence of how climate, pests, and other factors have changed species over time.
Theme to be announced.
Group of tickets is reserved for us. Enjoy discounted tickets and attend with your fellow UMRA Members! Time is to be determined.