Estate Planning Workshop

January 31, 2018  |  7:45 - 10:30am

 

When planning your estate, you want a smart strategy regarding income and estate taxes, as well as a clear plan for those involved in your estate after your pass away. Join us for breakfast and learn how you can avoid unnecessary taxes and be proactive in helping the survivors of your estate know what's involved before it's too late.

 

Agenda:

 

7:45 - Breakfast and Networking

 

8:00 - Welcome

 

8:05 - Tax Issues for Business Owners
Andrew Kremer, Estate & Trust Partner at Boulay

 

8:50 - Top Strategies to Avoid Estate Tax
Emily Arkfeld, Estate & Trust Supervisor at Boulay

 

9:20 - Break

 

9:30 - Survivors’ Guide
Andrea Thermos, Estate & Trust Manager at Boulay

 

10:15 - Q&A from the Audience

 

Featuring:
 

Andrew R. Kremer, CPA, J.D. | Estate & Trust Partner at Boulay
Andy specializes in estate and gift planning, family-owned business succession planning, and tax planning and compliance for trusts and estates. He helps clients ensure a comfortable retirement and an orderly transfer of business and property interests. Andy has a bachelor’s degree from the University of Minnesota – Duluth, as well as a Juris Doctor from William Mitchell College of Law. Andy is a member of the Minneapolis Estate Planning Council, the American Bar Association, the Minnesota State Bar Association and the Hennepin County Bar Association.

 

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