EVENT SUMMARY: | FINANCE AND LEGAL GROUP
The following article summarizes the original event which is listed below the summary.

Life & Estate Plans: Life, Incapacity, and Gifting

November 10, 2025, at 10am
 

Pat Miles’ book, Before All is Said and Done, UMN Anatomy Bequest Program, Life Gifting & Creating a Lifetime Income, and more.

Event recording
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FINANCE AND LEGAL GROUP

Life & Estate Plans: Life, Incapacity, and Gifting

Mon, Nov 10, 2025, 10am

Location
Event to be held via Zoom.
 

Register in advance for this meeting: https://umn.zoom.us/meeting/register/Ep_xuHOTQjumbQXPJmgV1A 
After registering, you will receive a confirmation email containing information about joining the meeting.

Make it easier for caretakers and survivors: See Pat Miles’ book, Before All is Said and Done is about grief 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; Email: [email protected]. Completing an Inquiry Form. 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 recording & slides: View the recording!

On April 23, 2025 Sonja Greenwaldt and Susan Hommes presented on estate and gift planning strategies with ideas for impactful and tax-efficient gifts to accomplish your goals. View presentation materials below and let us know how we did. View the recording.

Learn more about charitable gift options.
View the presentation slides.
Download the  free estate planning kit.

Attorney General Site on probate

2024 Event recording: https://umra.umn.edu/news/life-estate-plans-life-incapacity-and-gifting
~ Andrew Whitman UMRA LFG Facilitator
 



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