Life & Estate Plans: Life, Incapacity, and Gifting
Pat Miles’ book, Before All is Said and Done, UMN Anatomy Bequest Program, Life Gifting & Creating a Lifetime Income, and more.
Life & Estate Plans: Life, Incapacity, and Gifting
Mon, Nov 10, 2025, 10am
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
Upcoming Events
Jane Kirtley, JD, will be the guest speaker for UMRA’s luncheon forum on Tuesday, November 18. She will discuss challenges to preserving academic freedom and independent speech during the Trump Administration, and how institutions should respond to the unprecedented attacks on their independence.
Cathy Lee Gierke will present photos and talk about her cruise on the Rhine river, Italian Switzerland, Lake Como and Iceland -- and the history, culture and geology along the way.
Librarian Naomi Skulan and Associate Professor Kevin Whalen will present research on the Sacred Heart School for Indians and Morris Industrial School for Indians.
Book Club I will discuss An Unfinished Love Story by Doris Kearns Goodwin.
Please join Michael Luxenberg on Monday, December 1, for a hike that is approximately 5 miles in length at an average pace of roughly 18–20 minutes per mile for our second hike this fall in the beautiful Hyland Lake Park Reserve in Bloomington.
Everyone's tax situation is different. Consult with a tax professional to come up with a financial plan well before year end.
There are a few fun events coming up at the Campus Club that are open to everyone. See these events on the Campus Club Facebook and Instagram.
The customary November 4th Friday is the Thanksgiving weekend. Unless otherwise noted, we will meet Friday, December 5th.
The Campus Club in Minneapolis is inviting UMRA members to participate in focus group discussions this fall, to provide insight on the U of M retiree experience and generate ideas about how the Campus Club can serve our retiree community.
When We Cease to Understand the World by Benjamin Labatut.
Hey UMRA Gopher fans! Here’s a great opportunity to join your UMRA friends to cheer for the Gopher Women’s Hockey team when they face off against the St. Thomas Tommies in Ridder Arena.
The theme for December is historical family photos.
There are a few fun events coming up at the Campus Club that are open to everyone. See these events on the Campus Club Facebook and Instagram.
Meeting to plan books for next year.
The theme for January is great MN views.
When you are of Icelandic descent you can trace your ancestors back to around 1200 and sometimes further.
Bleak House by Charles Dickens.
Here’s another great opportunity to buy discounted tickets and join your UMRA friends to cheer for the Gophers when the Women’s Basketball team hosts the Purdue Boilermakers at Williams Arena in Minneapolis on February 1.
UMRA’s special event for this winter will again be a celebration of brighter days and the approaching end of winter. We’ll have food, fellowship, and music provided by Urban Sound, one of the University’s premier student a cappella ensembles.