Update on the Minnesota Trust Code

TWIN CITIES METRO AREA CHAPTER EVENT

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Update on the Minnesota Trust Code


Minnesota’s version of the Uniform Trust Code is a once-in-a-generation update of Minnesota’s trust law. The presentation will provide an overview of the most significant changes contained in the Minnesota Trust Code, with a particular focus on three provisions that may be especially relevant to advisors who work with business owners:  directed trusts, decanting, and so-called ‘silent trusts.’

Learning Objectives:

  • Gain basic familiarity with the new provisions of Minnesota’s trust law that are especially relevant to business owners
  • Learn details about using directed trusts, decanting, and “silent trusts”
  • Learn how directed trusts could be advantageous for business owners as succession planning tools.
  • Learn how to introduce the topics to business owners as part of the broader succession planning conversation

 

Meet the Presenters:

Hear from experts of Minnesota’s trust law Jason Schuller, Sean Hauenstein, and Michael P. Sampson.

Meet the Presenters

 

Thank you to our sponsoring firms:

 

 

This meeting will be held at the CPA Educational Center.

Address: 1650 West 82nd Street, Suite 600 Bloomington, MN 55431

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPITwinCities.org.

About the Presenters


Jason Schuller, JD, AIF®
Sean Hauenstein, CPA

Sean Hauenstein, CPA

Copeland Buhl and Company PLLP

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Michael P. Sampson

Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Credit

 

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.