Finance and Legal Group
All Finance and Legal Group articles are collected here.
Taxes and Elections, Oh My! Tax planning for 2026 and beyond
Event Date:Everyone's tax situation is different. Consult with a tax professional to come up with a financial plan well before year end.
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Life & Estate Plans: Life, Incapacity, and Gifting
Event Date:Pat Miles’ book, Before All is Said and Done, UMN Anatomy Bequest Program, Life Gifting & Creating a Lifetime Income, and more.
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Medicare Advantage and Traditional Medicare with the New UMOHR Exchange: Issues & Choices.
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See this recording of Fin & Legal session on how the new "OHR Exchange" can assist?
More...Long-Term Care Insurance: Observations on long-term care problems to solve
Event Date:By Fred Andersen, Chief Life Actuary, MN Commerce Department, Insurance Regulator.
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Financial Life in Retirement
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See the recording of David Foster, CFP©, CRPC©, CRPS©. Vice President, Senior Wealth Planner discussing Longevity, Distributions, Long Term Care, Social Security and Comprehensive planning
More...Shielding immigrants and foreign students
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View the video presentation by R. Linus Chan, Professor of Clinical Law, Andy Whitman, Carlson School’s Partners, and Scott Whitman, Immigration Attorney.
More...Education Funding, tax-efficiently, for Children by Parents, Grandparents, Great Grandparents and Friends.
Event Date:You are cordially invited to this presentation by Andy Whitman, Professor, Attorney, Volunteer Financial Planner. He will discuss investments for your grandchildren.
More...Commercializing UMN Research & Inventions - Yields Excellent, Lasting Returns
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Rick Huebsch, Associate VP for Research, Technology Commercialization at UMN, discussed UMN Technology Commercialization. Tech Comm facilitates the transfer of UMN innovation beyond the research lab, to benefit the public good, foster economic growth, and generate revenue to support the University's mission.
More...Taxes and Elections and Sunsets, Oh My! Tax planning for 2024 and beyond.
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Watch the video to help you choose the moves that are right for you in this coming tax season. Everyone's tax situation is different, consult with a tax professional to come up with a financial plan well before year end.
More...Life & Estate Plans: Life, Incapacity, and Gifting
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See the video of Estate Planning Attorney Matt Guttman discussing trusts and other estate planning issues.
More...Long Term Care Insurance and Proposed solutions
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View zoom session presented by Fred Anderson, Chief Actuary, MN Commerce Department to learn about long term care insurance. What does long term care insurance cover in MN?
More...Financial Life in Retirement
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See the recording for Financial Life in Retirement by David Foster, CFP©, CRPC©, CRPS©. Vice President, Senior Wealth Planner.
More...Medicare Advantage and Traditional Medicare: Issues & Choices
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Several subject matter experts continue to discuss the pros and cons of Medicare Advantage and notable non-health plan and non-broker resources.
More...When will the Medicare advantage bubble burst? Part 2
Event Date:This session will continue the discussion begun in the May 8, 2023 session. See that article for details.
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Commercializing UMN Research & Inventions- Yields Excellent, Lasting Returns
Event Date:UMN Technology Commercialization facilitates the transfer of UMN innovation beyond the research lab by helping our diverse researchers in development of new products and services that benefit the public good, foster economic growth, and generate revenue to support the University's mission.
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