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! 

01

April

Who Will Inherit the Mess?

6:00pm 7:30pm

location_on Cross Of Life Community Church
7702 Highway 95 NW
Princeton, MN 55371

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

04

April

Who Will Inherit The MEss?

10:00am 11:30am

location_on Buffalo Community Center
206 Cenrtal Ave
Buffalo, MN 55313

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

08

April

Who Will Inherit the Mess?

6:00pm 7:30pm

location_on Hope Community Church
701 11th Avenue S
Minneapolis, MN 55415

info Details

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

Sign Up for this Workshop

09

April

Who Will Inherit The Mess?

1:00pm 2:30pm

location_on Coldwell Banker Realty
235 Lake Street East; Suite 100
Wayzata, MN 55391

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

15

April

Who Will Inherit The Mess?

6:00pm 7:30pm

location_on Connections Church
6000 167th Avenue NW
Ramsey, MN 55303

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

17

April

Who Will Inherit The Mess?

12:00pm 1:30pm

location_on Keller Williams
1350 Lagoon Ave STE 900
Mpls MN 55408

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

18

April

The 25 Documents Needed Before You Pass Away

10:00am 11:30am

location_on Buffalo Community Center
206 Cenrtal Ave
Buffalo, MN 55313

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

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

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