CLA and Gislason & Hunter are excited to be collaborating once again to bring you an educational seminar focusing on transitioning your business in today’s market. Please join us for a complimentary lunch, an insightful program, and networking after the presentation.
Topics will include:
- Legislative overview from Dave Preisler, retired CEO of Minnesota Pork Producers Association
- Protecting business and family assets
- Probate process
- Revocable trusts
- Prenups
- Life insurance
- Keeping assets from nursing home versus funding for long-term care insurance
- Business succession strategies
- Estate tax update (state and federal)
- Financial plan for senior generation
- Transferring operations, equipment, and land
Who should attend
This session is designed for anyone transitioning their farm or closely held business in the next 2 – 10 years.
Speakers
- Andrew Tatge, Attorney, Gislason & Hunter LLP
- Andrew Willaert, Attorney, Gislason & Hunter LLP
- Reed Glawe, Attorney, Gislason & Hunter LLP
- Christopher Kamath, Attorney, Gislason & Hunter LLP
- Kaitlin Pals, Attorney, Gislason & Hunter LLP
- Jonathan Janssen, Attorney, Gislason & Hunter LLP
- Jim Heilman, Principal, Tax, CLA
- Jeremiah Lurken, Senior Wealth Advisor, CLA
- Mark Lewis, Insurance Services Director, CLA
Schedule
- 11:00 – 11:30 a.m. — Check-in and lunch buffet
- 11:30 a.m. – 3:00 p.m. — Presentation
- 3:00 p.m. — Networking and Q&A