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Estate Planning Training/Events

If you're looking for Estate Planning expertise you must check out these amazing training / educational events from our friends at Salter Law.

Here are the upcoming Salter Law LLC complimentary workshops/events we are offering in the coming weeks that may benefit your clients. Let’s catch up over coffee in November to hear more how we can help your clients and prospects:

 

Navigating Grief Over the Holidays

  • Date/Time: October 21, 2023 from 11:00 am – 12:00 noon
  • Location: Hosted by Salter Law LLC at their Roseville office located at: 1711 County B Rd W, Roseville MN 55113 in the first floor conference room; free parking and a wheelchair accessible entrance
  • Topic: This hybrid in-person/online seminar addresses how to manage expectations and request changes to holiday traditions to accommodate grief.
  • Presenters: Being With Grief, Salter Law LLC is hosting Dan and Nancy Loeffler, founders of Being With Grief for a two-part series on understanding and managing your grief.
  • Cost: FREE; coffee and donuts will be served
  • Learn more and Register at: https://www.salterlawllc.com/workshops/navigating-grief-during-the-holidays-2023-10-21

 

Silver Umbrella Seminar – Tips for Downsizing and Senior Relocation Solutions

  • Date/Time: Monday, October 23, 2023 from 10:00 am – 11:30 am
  • Location: Hosted by the Korby Home Team at Keller Williams Integrity Realty Roseville, at their Roseville office located at: 2660 Arthur St, Roseville MN 55113 in their training room; free parking and a wheelchair accessible entrance
  • Topic: In this in-person seminar, they will address your most pressing questions on real estate, financial planning, legal considerations, and emotional support during this important life change. Gain insights, reduce stress, and make informed decisions.
  • Presenters: The Silver Umbrellas are a group of local Senior Transition industry experts who provide solutions that protect seniors across all seasons. They include:  Salter Law LLCKorby Home TeamSoft-Landing TransitionsThe Pack-Up Artist 
  • Cost: FREE; coffee and donuts will be served
  • Learn more about the Silver Umbrellas and Register at: https://www.salterlawllc.com/workshops/silver-umbrella-senior-relocation-solution-2023-10-23

 

Shred Event – Make Room for the Holidays with Salter Law LLC

  • Date/Time: Saturday, October 28, 2023 from 10:00 am – 12:00 am
  • Location:  In the parking lot of our Salter Law LLC office at: 1711 County B Rd W, Roseville MN 55113. Here is the Google Maps link to our office: https://goo.gl/maps/oQuCsC8THTQVF3Pn7
  • Who is offering the shredding services? ShredRight will have their shredding truck available in our parking lot. Learn more about their shredding services at https://shredrightnow.com/
  • How does the shredding process work?  Your shredding material will be transferred from your boxes or bags into our secure shred bin for destruction. There is a lift on the truck that will take that secure shred bin up and dump your materials into the shredder. All documents are shred on location as we receive them from you. Your cardboard boxes and non-paper bags will then be returned to you.
  • What can I bring? Your boxes of paper shredding (financial, medical, personal); preferably in a recyclable paper bag, but cardboard or other non-paper bags are fine. Staples, paper clips and rubber bands are all OK, however, please be sure to remove 3-ring binders, large binder clips, plastics, or metals. Paper will be emptied from your boxes into their bin.
  • What happens to the paper once it’s shredded? The shredded paper is processed for recycling and the vast majority is re-pulped into standard household products such as bathroom tissue, Kleenex and paper towels.
  • Questions:  call or text our office is (651) 641-0001
  • Cost:  FREE to MBN members and their clients; grab a coffee and donuts while they shred your items
  • FOR FUTURE: We will be offering a group MBN shred event on Saturday, April 20, 2024 from 10:00 am – 12:00 noon; let Salter Law LLC know if you’re interested in participating and we will share the cost.

 

Do You Need a Will or a Trust – Which Estate Plan Works Best for You?

  • Date/Time: Tuesday, November 14, 2023 from 10:15 am - 11:30 am
  • Location: Hosted by the St. Anthony Community Center located at:  3301 Silver Lake Rd NE, St. Anthony MN 55418 in Room CS9; free parking and wheelchair accessible; coffee and donuts provided
  • Topic: In this community education in-person course, learn the different routes wills and trusts use to pass down your assets to your loved ones and which vehicle works best for certain life circumstances. Hear how a will and a trust can avoid common roadblocks, like probate and estate tax, and how a Power of Attorney and Health Care Directive can further prepare you for unexpected turns should you become incapacitated due to an accident or illness so you can protect your assets throughout your lifetime and provide for your loved ones further down the road.
  • Presenters: David P. Salter is the owner and attorney-at-law of Salter Law LLC; he’s been practicing in estate planning and estate administration for over 30 years and enjoys sharing his legal guidance with the community to ensure your assets are protected at life’s transition points to ensure a safe and smooth passage of your assets onto your loved ones.
  • Cost: $5; call the office if you need financial assistance as they do offer tuition assistance.
  • Learn more and Register at: https://stanthony.ce.eleyo.com/course/3209/fall-2023%E2%80%942/do-i-need-a-will-or-a-trust or call the St. Anthony/New Brighton Community Services office at: 612-706-1166.

 

Protecting the Family Cabin from Long-Term Care Costs

  • Date/Time: Wednesday, November 15, 2023 from 7:00 pm – 8:00 pm CDT; recording available for those who have registered
  • Location: Zoom link sent as part of registration confirmation
  • Topic: In this LIVE webinar, many of us see our lake homes and cabins as heirlooms, not assets, and we want to pass them on to our kids and grandkids. But with inheritance taxes and end of life health care costs, that dream is increasingly difficult. Minnesota residents can now establish a new type of trust to protect their assets from the potential long-term care costs. Learn how these types of trusts differ from Revocable Living Trusts (RLTs) and other irrevocable trusts.
  • Presenters: David P. Salter is the owner and attorney-at-law of Salter Law LLC; he’s been practicing in estate planning and estate administration for over 30 years and enjoys sharing his legal guidance with the community to ensure your assets are protected at life’s transition points to ensure a safe and smooth passage of your assets onto your loved ones; Hosted by Jeff Forester, the Executive Director of MN Lakes & Rivers Advocates
  • Cost: FREE
  • Learn more and Register at: https://www.salterlawllc.com/workshops/protecting-cabins-from-long-term-care-costs-2023-11-08

 

How to Meet Grief

  • Date/Time: Saturday, November 18, 2023 from 11:00 am – 12:00 noon
  • Location: Hosted by Salter Law LLC at their Roseville office located at: 1711 County B Rd W, Roseville MN 55113; in the first floor conference room (there is free parking and a wheelchair accessible entrance); coffee and donuts served
  • Topic: This hybrid in-person/online seminar shares how to meet grief when it arises in everyday life, how to create boundaries, and where to find help. Too often we attempt to struggle through the difficult times but knowing there are resources can help ease the journey.
  • Presenters: Dan and Nancy Loeffler are the founders of Being With Grief. As grief counselors, they are offering this two-part series on understanding and managing your grief.
  • Cost: FREE; coffee and donuts will be served
  • Learn more and Register at:  https://www.salterlawllc.com/workshops/how-to-meet-grief-2023-11-18

 

Cabin Legacy Planning

  • Date/Time: On-demand; available anytime
  • URL to View: Listen to our free on-demand webinar: https://www.salterlawllc.com/videos-cabin-legacy-planning
  • Presenters: David P. Salter is the owner and attorney-at-law of Salter Law LLC; he’s been practicing in estate planning and estate administration for over 30 years and enjoys sharing his legal guidance with the community to ensure your assets are protected at life’s transition points to ensure a safe and smooth passage of your assets onto your loved ones; Hosted by Jeff Forester, the Executive Director of MN Lakes & Rivers Advocates
  • Topic: How to ensure your family cabin is protected for generations to come with a Cabin Trust

 



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