Document Library
CategoriesMembership Form
| Document Name | Date Added |
|---|---|
| TCEPC New Member Application | 2024-06-10 |
Presentation
| Document Name | Date Added |
|---|---|
| 2017-FEB: Heckerling Institute Review, Cindy Ackerman | 2017-03-01 |
| MInnesota Department of Revenue Estate Presentatio | 2012-01-24 |
| JAN 2020: Overlooked Gaps in Financial Advice, Brandon Hillman | 2020-01-28 |
| 2014-OCT: Medicare Adventure | 2014-10-30 |
| 8 Insider Tips to Late Stage College Planning | 2016-09-27 |
| 2019 MAY: Estate Planning for Stranger Things, Don Estes | 2019-05-22 |
|
2014 MAY: Pauloski Handout
May-Pauloski-Handout.pdf (243K)
|
2014-09-22 |
| 2016-MAY: Conservation Easements, Ann Thies | 2016-05-23 |
| 2019 MAR: Life After Business, Julie Keyes, Chris Cuneo, Scott Schneidermann | 2019-03-27 |
| 2014 FEB: Heckerling Update | 2014-02-26 |
| 2016-MAY: Conservation Easements, Carissa Brown | 2016-05-23 |
|
2018-OCT: Tax Reform, Tom LaQua
Oct-2018-LaQua-Tax-Reform.pdf (1459K)
|
2018-10-26 |
|
2013 OCT: MN Residency Law Update Handout
OCT-2013-Yevzelman-Handout.pdf (1210K)
|
2013-10-23 |
| 2016-MAR: Trust and Estate Litigation Presentation | 2016-03-21 |
| 2018-MAY: Triggering Owner Action, Scott Snider | 2018-05-14 |
|
Stacy Eastland's Presentation on FLP Estate Planni
Presentation.pdf (734K)
|
2013-05-17 |
| 2015-NOV: Trust Code Presentation | 2015-11-24 |
| 2018 MAR: Cabin Succession Planning, Ruthanne Hedstrom Vos | 2018-03-28 |
| Estate Planning in Uncertain Times | 2012-10-24 |
| 2015-APR: Scharlau Handout Per Stirpes | 2015-04-16 |
| 2017-OCT: Mindfulness Stress Reduction Resiliency, Tom Hubler | 2017-10-25 |
| 2010 National Land Trust Census Report | 2012-04-25 |
|
2015-MAR Newman Long Term Care Handout
MAR-2015-Newman-Handout.pdf (3133K)
|
2015-03-24 |
| 2017-MAR: Social Security, Jordan Nygaard | 2017-04-25 |
| 2011 Heckerling Update | 2012-02-23 |
| 2015-JAN: Real Estate and Closely-Held Stock | 2015-01-22 |
| 2020 FEB: Heckerling Update, Marcia Urban | 2020-02-25 |
| 2017-JAN: Deep in the Heart of Taxes, David Zoss | 2017-02-04 |
| 2019 NOV: Tax Reform, Tom LaQua | 2019-11-12 |
|
2014 SEPT: Iris Freeman Handout, Responding to Financial Exploitation
Sept-2014-Freeman-Handout.pdf (1315K)
|
2014-09-22 |
| 2016-MAY: Conservation Easements, James Walston | 2016-05-23 |
| 2019 APR: Navigating Stereotypes & Biases, Jill Shipley | 2019-04-23 |
| MAR-2014 Banking and Lending Environment Handout | 2014-03-26 |
| 2016-MAY: Conservation Easements, Dwight Dahlen | 2016-05-23 |
| 2019 JAN: Taxes, Gregory Carlson | 2019-01-25 |
| 2013 NOV: MN's New Gift Tax and Related Estate Tax Developments | 2013-11-27 |
| 2016-APR: Advanced Directives, Ann Russell | 2016-04-26 |
| 2018-OCT: Medicare Health Plan Changes, Christy Namvar | 2018-10-03 |
| 2013 SEPT: MN's New Civil Marriage Law Handout | 2013-09-25 |
| 2016-FEB: Heckerling Review | 2016-02-25 |
| 2018 APR: Will Your Clients Outlive their Live Insurance, Aaron Hanson | 2018-04-18 |
|
Stacy Eastland's Synergistic FLP Estate Planning I
FLP Paper.Schedules.pdf (1809K)
|
2013-05-17 |
| 2015-NOV: Trust Code Executive Summary | 2015-11-24 |
| 2018-FEB: Heckerling Highlights, Samantha Heaton | 2018-02-28 |
| Land Trust Standards & Practices | 2012-04-25 |
| 2015-APR: Larkin Handout Beneficiary Lawsuits | 2015-04-16 |
| 2017-APR: Residency Wars, Masha Yevzelman | 2017-04-25 |
| Land Trusts: Real Solutions for Real Estate Inter | 2012-04-25 |
| 2015-FEB: Stacey Ackerman Handout, Heckerling Review | 2015-02-26 |
