Northern Division: Serving every county in Minnesota and North Dakota
The estate planning seminar is held in Minneapolis

Turning 25: Estate planning conference a little older, wiser

Added on Monday, September 25, 2017

Written by Julie Borgen, Twin Cities Media Relations Director for The Salvation Army Northern Division

Roseville, Minn. –  The 25th annual Estate and Charitable Gift Planning Institute is Wednesday, Sept. 27, 9:15 a.m. – 3:30 p.m. at The Minneapolis Convention Center. The seminar was started in the Twin Cities by Salvation Army Planned Giving Director, David Overstake, in 1992. Today, it’s live streamed at more than 100 locations around the country. (View a complete list of locations where the conference is being live streamed.)

Sponsored by The Salvation Army and Bremer Wealth Management, the seminar is designed to give attorneys, CPA’s, financial planners, and trust officers the latest information on effective estate planning. These professionals can also earn free continuing education credits by attending.

The seminar is led by attorney and CPA Ann Burns of Gray Plant Moody, and Samuel A. Donaldson, Professor of Law at Georgia State University  in Atlanta, GA.

Sessions will include the latest updates in federal tax law, ethics and engaging clients in conversation about estate planning. There will also be time for audience Q & A.

The event is free and open to all who are interested. Pre-registration has closed, but walk-ins are welcome. Contact Kendra Brown at The Salvation Army at 651-746-3504 with questions.

Learn more about how to leave a lasting legacy on your community through planned giving with The Salvation Army.