Estate Planning Seminar

Estate Planning Seminar

Please join us for an educational session on estate and gift planning strategies that will give you ideas about how to provide for your family and loved ones, as well as tax-smart ways to support them and your favorite charities. Learn approaches, tools, and techniques to help you create a plan that reflects your values and wishes, benefiting the people and causes most important to you. This seminar session is complimentary to you as a supporter of MNHS.

You’ll learn insights and information to help you plan, including:

• Basic estate planning concepts and tools

• Tax-smart ways to give, benefiting individuals, charities, or both

• Gift techniques that provide lifetime income for you or a loved one

• Tax law developments affecting estate and charitable planning

Our Presenter

Joe Thiegs is President and owner of the consulting firm Generoworks, where he specializes in planned giving, values-based estate planning, and family philanthropic advising. Among his roles as a consultant, Joe works with MNHS and its supporters in planned giving. He also is a Senior Vice President and associate of the national values-based estate planning firm Thompson & Associates. Until making consulting his full-time occupation in 2019, Joe was the Planned Giving Director at Minnesota Public Radio and American Public Media. Prior to that, he worked as Associate Director of Advancement at the University of Minnesota Law School, as a Planned Giving Officer at the University of Minnesota Foundation, and as an estate planning attorney at Dorsey & Whitney LLP. Joe has served on the Governing Council of the Minnesota State Bar Association’s Probate and Trust Law Section, and is a past Chair of the Board of Directors of the Minnesota Gift Planning Association. He holds a B.A. from Northwestern University and a J.D. from the University of Minnesota Law School.

MNHS programs are designed to be educational with general information. MNHS and its presenters do not provide legal, tax, or financial advice. Please consult with your professional legal, tax, or financial advisor for any advice pertaining to your particular circumstances.

Questions? Please email Kathleen Kanne at kathleen.kanne@mnhs.org or call 651-259-3149.