NEWS

Jennie Clarke recently participated in a panel discussion moderated by CEO Roundtable president, Michael Miller, and hosted by the Minneapolis-St. Paul Business Journal,on the subject of succession planning in family owned businesses. The conversation highlighted the many areas that challenge the smooth transition of business from one generation to another such as agreeing on valuation and letting go […]

Minnesota CLE Presents “The Complete Estate Planning Lawyer” On March 28, Christopher Burns will be speaking on “Charitable Planning” for the Minnesota CLE offering of  “The Complete Estate Planning Lawyer.”  The course is designed for all estate planning lawyers and addresses the top questions and answers in 13 areas of estate, probate, and trust Law.

Hot Legal Topics for Accountants Henson Efron will provide an overview of timely and important legal issues affecting accountants and their clients. Topics include Privacy and Data Security Recently Amended Minnesota Limited Liability Company Succession Planning New Federal Defend Trade Secrets Act (Time Permitting) Click for details Hot Legal Topics for Accountants

Christopher Burns along with Grant Walker of Wells Fargo will present “Charitable Planning: Tools and Practice” on April 22 over lunch at the Minnesota State Bar Association. Attend in person or participation by teleconference and webcast is available.

While Minnesota was enjoying mid-day high temperatures of -1, Christopher Burns was absorbing the content of the 50th Annual Heckerling Institute on Estate Planning in Orlando, Florida. Christopher brings that content back to Twin Cities Estate Planning Council and shares what is new, what remains the same, and what to expect in legislative changes and Supreme […]

Christopher Burns is co-presenting Charitable Planning: New Twists on Old Favorites on October 1 at the Insider Briefing hosted by Minnesota Philanthropy Partners. Many professional advisors who recommend split-interest gifts find their clients’ financial needs and charitable objectives often change significantly over time. Told through real life case studies, this session examines early termination of […]