Life & Estate Plans: Life, Incapacity, and Gifting
- Make it easier for caretakers and survivors: See Pat Miles’ book, Before All is Said and Done is about greif and preparing for death. Practical advice on living and dying well. Also see the UMRA web article of her presentation, Planning for the (un)expected end.
- UMN Anatomy Bequest Program: Contact Gabby Anderson: 612-625-1111. The donation lasts 2-18 months & the donor’s remains are either cremated, buried or returned.
- Life Gifting & Creating a Lifetime Income: See UMN Foundation slides.
- Attorney General Site on probate
~ Andrew Whitman UMRA LFG Facilitator
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 UMRA Photo Club will next meet at 12:30 p.m. on Tuesday, March 10, in the meeting room of the Hennepin County St. Anthony branch library in the small shopping center at New Brighton and St. Anthony Boulevards in St. Anthony, just north of the Twin Cities. For those interested in lunch, meet at the nearby Great Dragon Buffet at 11:30 a.m.
Please join the UMRA Family History Interest Group meeting on Wednesday, March 11, via Zoom, when Michelle Casey will present “DNA Testing and Analysis Using 23andMe, Ancestry, and MyHeritage.”
Public health is extremely important—and right now it is very confusing. Join us to ask questions and share your thoughts and concerns about the current state of our public health system.
UMRA’S March workshop will explore how to transform your memories, including those that have faded with time, into lively true stories. It will also show you how to reflect on them, how to express how you felt, and how to connect your stories to the values and beliefs you want to pass on.
Join fellow UMRA members for “Third Wednesdays in the West Wing" lunch at the Campus Club in Minneapolis. This is a pilot program for spring 2026.
UMRA’s Book Club I will discuss The Bohemian Flats by Mary Relindes Ellis when it meets via Zoom at 2 p.m. on Friday, March 20. Jim Lewis will lead the discussion.
University of Minnesota General Counsel Douglas Peterson will be the featured speaker for UMRA’s March 24 luncheon forum. He will speak about how the University is addressing its latest challenges and opportunities involving law.
'Seabiscuit' by Laura Hillenbrand
Join fellow UMRA members for a morning hike in Theodore Wirth Park to celebrate the International Day of Sport for Development and Peace, Monday, April 6.
Chris Gade, VP for University marketing communications, will join UMRA members on Tuesday, April 7, for the first in a new series of informal “Campus Conversations” to be held at the Campus Club in Minneapolis.
This month's theme is mountains, valleys and canyons.
"Third Wednesdays in the West Wing" is a pilot program for spring 2026.
UMRA’s Book Club I will discuss Rin Tin Tin by Susan Orlean when it meets via Zoom on Friday, April 17. Diane Madson-Kay will lead the discussion.
Bev leads a hike along Old Cedar Avenue.
Under Terry Straub's leadership, Hennepin County/UMN Extension has created the most ambitious master gardener program in Minnesota. His visit with us will feature the topic of lifelong gardening and how gardens can evolve with us and our life cycles.
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Ever wonder what goes on behind the shiny walls of the Weisman Art Museum on the University of Minnesota Twin Cities campus?
Family history with Craig Moody. A tale with many dead ends.
Pete leads this hike at the Arboretum.
Third Wednesdays in the West Wing" is a pilot program for spring 2026.