Insights: Seminar

Estate Planning for Millennials - Minneapolis

You’ve spent a majority of your life working hard to grow your successful business, and you want to ensure it remains successful long into the future. Life can be unpredictable, so it’s important to have plans in place and consider questions such as:
• What does your business look like going forward?
• Who are your second generation leadership?
• Do they have a plan in place for the next chapter?

Eide Bailly, a regional certified public accounting and business advisory firm, and Gislason & Hunter, a regional law firm, have partnered together to present Estate Planning for Millennials. This session, geared specifically towards the next generation of leadership, will discuss estate planning and why it’s important to have a plan in place sooner rather than later. We ask that you consider sending your second generation leadership to this unique event to help them start thinking about what’s next.

These half day sessions will discuss a number of topics, including:
• Digital assets
• Health care directives
• Beneficiaries
• Investments related to estate planning
• Business succession planning
• Guardianship of children
• Student loans and other debt

Presenters

Paul Junek, Financial Services Wealth Planner
Paul has been working in personal finance for about 8 years and has worked with clients on issues ranging from personal bankruptcy to the finer points of buying a Bentley versus a Rolls Royce as part of a client’s financial plan. While he has seen a little bit of everything, Paul’s focus is on helping clients navigate life’s many decision points to reach financial independence whether that’s retiring from a job, selling a business or a mix of the two. Paul works with clients on a range of topics including investment management, insurance planning, tax strategies, estate planning, and more. Paul is a non-practicing attorney licensed in the state of Minnesota and holds the Certified Financial Planner designation. Paul is a graduate from University of Minnesota Law School and Cornell University.

Derek Dockendorf, Tax Manager, CPA

Derek has nearly 10 years of public accounting experience providing accounting and income tax services to clients in a variety of industries, including emerging businesses and closely held businesses. He also has experience working with clients on issues related to retirement, wealth transition and business succession planning. Derek holds the Certified Public Accounting and Certified Financial Planner designations and is a graduate of St. Could State University, Minnesota.

Kaitlin Pals, Estate and Succession Planning Attorney
Kaitlin practices primarily in the areas of corporate and business law, banking law, estate planning and probate, and adoption, assisted reproductive technology, and guardianships. It may sound like an odd combination of specialties, but Kaitlin finds the most rewarding part of her practice to be helping clients grow and protect their families and the businesses and farms that support them.
Kaitlin is a frequent contributor to Gislason and Hunter’s agricultural law newsletter, Dirt; the banking newsletter; and the family and estate law sections of the firm’s Law Blog.

Abigail Pettit, Estate and Succession Planning Attorney 
Abby concentrates her practice on corporate and business issues to assist clients with growth, acquisition, contract negotiation and financing strategies. She represents lending institutions in structuring documentation of secured lending transactions, and works with privately held businesses and multi-generational families with inherited wealth to provide counsel in the areas of wealth preservation, succession planning, estate planning and administration.

Agenda
  8:30 - 9:00 Registration and Breakfast
  9:00 - 9:30 Guest story- Brook and Dan Devenport with Blinds’n’More
  9:30 - 10:00 Estate Terminology
10:00 - 10:15 Break
10:15 - 11:30 Estate Planning Part I
11:30 - 11:45 Break to grab lunch/ Working lunch
11:45 - 12:00 Estate Planning Part II
12:00 - 12:15 How to implement your estate plan
12:15 - 12:30 Q&A

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