Educational Workshops

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This important first step is where the journey of creating a water-tight estate plan begins.

Generations Legal Services hosts a variety of educational workshops throughout the Twin Cities and beyond. Our nationally recognized programs address the critical issues innate in family estate planning.

Our workshops are specifically designed to educate and help families avoid the ripple effect of poor planning. Because our group consists of Legal, Financial and Tax experts operating as one advisory team, we are able to provide a depth of education and estate planning services which are typically unavailable from other single-service providers.

We understand the complex processes and many variables involved, and after attending one of our educational events—you will too!

Here is an example of some of the critical details our workshops address:

  • What is the difference between a Will and a Trust, and which one is best for your situation?
  • Why do we need a Power of Attorney and a Health Care Directive?
  • How to avoid the time, hassle and cost of Probate
  • Can my assets be protected from potential nursing home expenses?
  • How to preserve generational wealth with important tax planning
  • Options for addressing and protecting unique family situations
  • How to prevent misunderstandings, confusion and quarrels within families
  • The secret to keeping things private and avoiding a public distribution of family assets
  • Ways of protecting my estate from those who might challenge or contest my wishes

Interested in a Certain Workshop?

Fill out the form below to request more information.

Upcoming Workshops

Below is a list of our upcoming workshops. Register for the one(s) you like and we'll look forward to seeing you there! 

22

April

Who Will Inherit the Mess?

6:00pm 7:30pm

location_on Riverwood Community Church
5343 Highway 19 Blvd
Cannon Falls, MN 55009

info Details

Come learn valuable information and strategies on how families, individuals and blended families can address critical family estate planning, taxation, and probate avoidance. Learn how to appoint a guardian/conservator for any minor children, how to protect your property, and why having a current WILL, TRUST, power of attorney and health care directive is so important.

Sign Up for this Workshop

23

April

Who Will Inherit The Mess

10:00am 11:30am

location_on Summerhill Co-Op
7610 Smetana Lane
Eden Prairie, MN 55344

info Details

Come learn valuable information and strategies on how families, individuals and blended families can address critical family estate planning, taxation, and probate avoidance. Learn how to appoint a guardian/conservator for any minor children, how to protect your property, and why having a current WILL, TRUST, power of attorney and health care directive is so important.

Sign Up for this Workshop

24

April

Who Will Inherit The Mess?

6:00pm 7:30pm

location_on Richfield Community Center
7000 Nicollet Ave
Richfield, MN 55423

info Details

Our most popular workshop! A nationally recognized program to address critical family estate planning issues.

Sign Up for this Workshop

29

April

Who Will Inherit The Mess

6:30pm 8:00pm

location_on Communitas Church
824 Laurel Street
Brainerd, MN 56401

info Details

Come learn the differences between WILLs and TRUSTs, how to avoid the pitfalls of Probate, and why it is vital that you (and your college-bound kids) have a current Power of Attorney and Health Care Directive form in place. This valuable presentation covers other important aspects of estate planning that most attorneys and advisors do not address—such as family dynamics, communication, privacy laws, and how beneficiary forms, Transfer on Death (TOD) and Payable on Death (POD) designations can be used to compliment a successful and comprehensive estate plan. Don’t let your loved ones inherit a mess! Learn how to keep your estate out of court and how to make sure your assets pass quickly and smoothly to your beneficiaries. Finally…a workshop about estate planning that is informative, beneficial and non-intimidating. This 90-minute workshop will be followed by a Q&A session. Instructor is Jeff Litfin, Certified Estate Planner, GENERATIONS LEGAL SERVICES

Sign Up for this Workshop

30

April

Who Will Inherit the Mess?

6:00pm 7:30PM

location_on Woodbridge Cooperative
5650 Boone Ave N
Minneapolis, MN 55428

info Details

Come learn valuable information and strategies on how families, individuals and blended families can address critical family estate planning, taxation, and probate avoidance. Learn how to appoint a guardian/conservator for any minor children, how to protect your property, and why having a current WILL, TRUST, power of attorney and health care directive is so important.

Sign Up for this Workshop

6

May

Who Will Inherit The Mess?

6:00pm 7:30pm

location_on New Life Community Baptist
605 N Minnesota Street
Ortonville, MN 56278

info Details

Come learn valuable information and strategies on how families, individuals and blended families can address critical family estate planning, taxation, and probate avoidance. Learn how to appoint a guardian/conservator for any minor children, how to protect your property, and why having a current WILL, TRUST, power of attorney and health care directive is so important.

Sign Up for this Workshop

7

May

The 25 Documents Needed Before You Pass Away

6:00pm 7:30pm

location_on Handke Center
1170 Main Street;
Room 121
Elk River, MN 55330

info Details

The emotional consequences and negative ripple effects of failing to keep your documents in order can cause frustration, delays and a financial burden on your loved ones and heirs. You may have a simple WILL in place, but that only scratches the surface of what is needed in case you pass away or become incapacitated. What have you done about your financial accounts? Insurance policies? Medical wishes? What if you’re divorced? Own a business? Have a blended family? What about property you may own or pets you care deeply about? Who will know what to do if you aren’t around to tell them? Should you consider a Trust? In this educational workshop, you will learn the 25 documents most experts recommend you collect and maintain so family members aren’t left scrambling to find important papers and information in a time of loss and confusion. Instructor is Jeff Litfin, Certified Estate Planner, GENERATIONS LEGAL SERVICES

Sign Up for this Workshop

8

May

Who Will Inherit the Mess?

6:00pm 7:30pm

location_on Epiphany Station
403 Main Ave North
Thief River Falls, MN 56701

info Details

Our most popular workshop! A nationally recognized program to address critical family estate planning, taxation, probate avoidance, and legacy gifting strategies.

Sign Up for this Workshop

13

May

Effective Planning & Probate Avoidance Strategies

6:30pm 8:00pm

location_on New Hope Community Center
33030 Vickers Street NE
Cambridge, MN 55008

info Details

Few people understand the difference between these two critical Estate Planning choices. Each one affects your estate in significantly different ways—especially in regards to the amount of control and protection your family will have (or not have) in the future. How do they differ when it comes to the distribution of assets? What about Probate avoidance? What is the impact a WILL or a TRUST will have on your Executor? Your beneficiaries? How much RISK are you comfortable leaving behind? And has anyone explained the tax ramifications? Get answers to these and other important questions! Come learn the difference today so your loved ones can stay out of Probate tomorrow. This 90-minute workshop will include a Q&A session. Instructor is Jeff Litfin, Certified Estate Planner, GENERATIONS LEGAL SERVICES

Sign Up for this Workshop

14

May

The 25 Documents Needed Before You Pass Away

6:00pm 7:30pm

location_on Plymouth Community Center
14800 34th Ave N
Plymouth, MN 55447

info Details

A master collection of essential documents so your family can help while you are here—and successfully settle your estate after you’re gone.

Sign Up for this Workshop

21

May

Who Will Inherit The Mess?

6:30pm 8:00pm

location_on Grace Fellowship
8601 101st Ave N
Brooklyn Park, MN 55445

info Details

Come learn the differences between WILLs and TRUSTs, how to avoid the pitfalls of Probate, and why it is vital that you (and your college-bound kids) have a current Power of Attorney and Health Care Directive form in place. This valuable presentation covers other important aspects of estate planning that most attorneys and advisors do not address—such as family dynamics, communication, privacy laws, and how beneficiary forms, Transfer on Death (TOD) and Payable on Death (POD) designations can be used to compliment a successful and comprehensive estate plan. Don’t let your loved ones inherit a mess! Learn how to keep your estate out of court and how to make sure your assets pass quickly and smoothly to your beneficiaries. Finally…a workshop about estate planning that is informative, beneficial and non-intimidating. This 90-minute workshop will be followed by a Q&A session. Instructor is Jeff Litfin, Certified Estate Planner, GENERATIONS LEGAL SERVICES

Sign Up for this Workshop

22

May

Who Will Inherit The Mess

6:30pm 8:00pm

location_on First Baptist Church
602 15th Avenue
Two Harbors, MN 55616

info Details

Come learn valuable information and strategies on how families, individuals and blended families can address critical family estate planning, taxation, and probate avoidance. Learn how to appoint a guardian/conservator for any minor children, how to protect your property, and why having a current WILL, TRUST, power of attorney and health care directive is so important.

Sign Up for this Workshop

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