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Estate Planning Mastery: Understanding the tools used by the Pros


Adult / Finance -
2026-2027 CE School Year

This estate planning workshop is designed for professionals, business owners, investors, and other asset owners who may face significant capital gains or estate tax considerations—now or in the future. Learn key timing and tax-saving strategies to consider before selling highly appreciated assets, such as a business or family farm.

We’ll explore several powerful planning tools—including Donor Advised Funds, Qualified Charitable Distributions, and Charitable Remainder Trusts—used to help minimize or even eliminate taxes, preserve family wealth, and maintain greater control over your legacy.

This 90-minute workshop will also include a Q&A session.

Jeff Litfin

Jeff Litfin holds certification as an Estate Planner, serving in the capacity of a communications executive and the Director of Client Services at Generations Law Firm. This Twin Cities-based firm is distinguished for its specialization in providing comprehensive estate planning education and paralegal services to various law firms specializing in Estate Planning. Generations Law Firm has successfully educated and assisted over 15,000 individuals and families. Their focus extends to imparting understanding about the significance of estate planning, guiding on asset protection and transmission to heirs and charitable entities, as well as advising on strategies to navigate Probate avoidance.

 November 2026 
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  Jeff Litfin


Handke Center : 121
Wednesday, Nov 11
6:00 - 7:30 PM

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Min Age   18 yr.

Price: $ 15 00