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.’
- 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: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