Not all of our assets are in the bank. Come to this free seminar for information and tools to help you strategically manage one of your most valuable assets - your land. Learn how to keep your land in the family for generations or understand your options when a developer knocks on your door.
Register online: tinyurl.com/2019estate
Speakers & Topics
ESTATE PLANNING FUNDAMENTALS
-----Todd Gillingham, Wealth Advisor at Thrivent Financial
-----Dwight Cummings, Attorney at Cummins & Bonestroo Law
Todd and Dwight will provide an overview of estate planning fundamentals, and discuss specific scenarios, including:
• Irrevocable Life Insurance Trusts (ILIT)
• Buy-Sell Agreements
• Family Limited Partnerships
• IRC Section 1031 Tax-Free Exchanges
• Charitable Giving
-----Kristina Geiger, Minnesota Land Trust
Minnesota Land Trust works with landowners and local communities to restore and permanently protect land through conservation easements and effective land management.
Kristina will talk about using conservation easements as an estate planning tool, implications for income and estate tax benefits, and IRS requirements.
WASHINGTON COUNTY LEGACY PROGRAM
-----June Mathiowetz, Washington County
June will provide information about the county’s legacy program, which works with communities and private land owners to purchase and permanently protect high quality natural habitat in Washington County.
RESOURCES AND SUPPORT FROM WASHINGTON COUNTY AND WASHINGTON CONSERVATION DISTRICT
-----Angie Hong, Washington Conservation District
Angie will provide information about the Green Acres, Rural Preserves, and Sustainable Forest Incentives Program in Washington County, and will also share information about free site visits, support for conservation planning, and other services provided through the Washington Conservation District.
Workshop hosted by the Washington Conservation District and the East Metro Water Resources Education Program.
For more info, contact Angie Hong: 651-330-8220 x.35 or email@example.com