9 Results
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The Special Needs Trust: Estate Planning for Families with Special Needs Members (Online)MoneyDiscover the balance between formal planning and family dynamics for caring for a loved one with special needs. Learn how to safeguard assets without impacting benefits in this insightful class. Explore various options, including special needs trusts, to ensure a secure future. Join us to navigate estate planning intricacies and make informed decisions for your family's well-being. Instructor: Steve LedinAdult Enrichment 2025-2026 -
Questions and Answers with a MN Will and Trust Planning AttorneyMoneyGet expert advice in this open-forum seminar with a seasoned Will & Trust attorney. Learn about avoiding Probate, the role of Wills and Trusts, asset protection, nursing home considerations, and more. Discover how to choose the right estate plan, manage separate assets, and deal with death taxes. Ensure a smooth legacy for your children and gain insights into managing retirement assets. Your questions, including Transfer-On-Death Deeds, will be answered in this relaxed and friendly session. Join us for essential estate planning insights! Instructor: Steve LedinAdult Enrichment 2025-2026 -
Let’s Probate an Actual MN Estate (Online)MoneyLet’s Probate an Actual MN Estate (Online) In this class we will walk-thru (in depth) an actual Minnesota Probate Estate from the filing of the Application for Probate to the Final Accounts . . . and all the steps in between. Class participants will learn the entire process with current forms, Court and filing requirements, accounting and procedural steps, as well as the procedures for the sale and distribution of estate assets. We will also discuss the roles, responsibilities, and liabilities of a person who is appointed as the Executor/Personal Representative. The class will be filled with real-life examples and solutions to the multitude of issues involving a typical (or not typical) Minnesota Probate Estate. This class encourages questions: Is there a “reading of the Will”? What about personal items? Does the Executor get paid? What about estate bills and creditors? We will provide the answers Instructor: Steve Ledin Law, PLLCAdult Enrichment 2025-2026
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How to Retire From the Attorney's Perspective (Online)MoneyThis seminar covers the crucial years leading up to your retirement date, the active years of your retirement, and the winding down of your retirement years. Subjects include: (i) Estate planning while working and during retirement, (ii) When to take your Social Security, (iii) Key financial products and services available in the market, (iv) What to look for in a professional, and (v) the final plans before the end. Bring your questions, this class is an interactive forum.Adult Enrichment 2025-2026
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The Special Needs Trust: Estate Planning for Grandparents, Peasants and Families with Special Needs MembersMoneyThe Special Needs Trust: Estate Planning for Grandparents, Peasants and Families with Special Needs Members One Should Ask: Is it better to have a formal plan in place, or leave things to future family dynamics and the ever changing benefit system? Did you know with proper planning, both while they are alive and after they have passed, grandparents, parents and family can take care of a child, grandchild or family member with special needs in their estate plan? Yes, and such planning will not adversely affect the benefits and programs which the person with special needs has available to them! This class will discuss how to properly protect your assets and provide for the future benefit of the loved one with special needs. Whatever the type of the asset (tangible, income producing or other) there are options you should know. We will discuss how the special needs trust fits into your estate planning, planning for the future of your loved one with special needs, and pros and cons of a special needs trust. Instructor: Steve Ledin Law, PLLCAdult Enrichment 2025-2026
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Questions and Answers with a MN Will and Trust Planning AttorneyMoneyThis is a friendly open-forum seminar. Questions like: Should I avoid Probate? Is a Will good enough? Do I need a Trust? How does my plan deal with the nursing home? How do we gift the assets of husband and wife? What tools protect me best? How do I decide who should serve in my estate plan? What is the death tax? How do I avoid leaving a mess for my children? All questions will be answered!Adult Enrichment 2025-2026 -
9 Secrets to Creating an Effective Estate PlanMoneyThis class covers common pitfalls, misconceptions and just plain bad information out in today’s marketplace. We will discuss and provide detailed information on the tools and strategies to ensure: (i) a peaceful transition between generations, (ii) a clear understanding of tax implications of your choices, and (iii) the best methods to protect your hard-earned assets. Attending this class will help you gain valuable insights and experience to make informed decisions for you and your family’s future. All questions are welcome.Adult Enrichment 2025-2026
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Five Common Mistakes That Can Ruin Your Hard-Earned RetirementMoneyJoin our expert presenters with over 50 years of experience helping Minnesotans plan for a secure retirement. Discover critical milestones and often overlooked areas that can make or break your retirement, whether you're in your 40s, 50s, or 60s. Gain insights, real-life examples, and answers to your questions in a relaxed and informative learning session.Adult Enrichment 2025-2026 -
How to Pay for the Nursing Home: An Attorney’s PerspectiveMoneyThe biggest fear for most baby boomers is how to pay for the nursing home and still leave an inheritance for the next generation. We will walk through the following questions and more including: How will I meet my nursing home goals? Is Long Term Care Insurance for me? Should I gift my money away? What if my spouse goes into the nursing home and exhausts our money? Learn how to create an effective plan to deal with these uncertainties.Adult Enrichment 2025-2026