Keeping the Lake Home in the Family: Pros and Cons of Various Estate Strategies

October 2, 2018  |  3:30 - 5:30pm

 

Spending time at the lake is a favorite past-time for most Minnesotans, and many own lake homes that are cherished by their family. However, many cabin owners do not have a plan on how to safeguard their lake home or transition it to the next generation. Long-term care, tax issues, and other life challenges can derail your wishes for the cabin's future. Join us for appetizers and beverages and learn the pros and cons of different estate planning strategies for keeping your lake home in the family.

   

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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