Charitable Planning: Tools and Practice

Event Description

Deadline to Register: April 20, 2016

With the wealth transfer of the baby-boomers already underway, it is important to explore whether clients have charitable interests.    How can you raise the topic of charitable giving with clients?  What legacies do clients wish to leave their communities and favorite charities?  What options do you have for helping them achieve these goals?  This seminar will also provide an overview of the tools and how they are applied to some common fact patterns.

Lunch and registration will begin at 11:30 a.m. The program will begin at 12:00 p.m. 


Christopher J. Burns, Henson & Efron, P.A.
Grant K. Wacker, Wells Fargo

CLE Credits:

1.0 Standard CLE Credit approved | Event Code: 218263

Cost (includes lunch):

Probate and Trust Law Section Members: $10
MSBA Members (but not members of the Probate and Trust Law Section): $25
Non-MSBA Members: $30
Law Students:  FREE

Join the Probate and Trust Law Section and attend the CLE for FREE! MSBA members who are not members of the Probate and Trust Law Section can join the Section and attend this CLE for FREE.  Please call Tram Nguyen at 612-278-6316 to register under this option.

Remote Participation: 

Participation by teleconference and webcast is available. Please indicate remote participation when registering. Instructions will be sent via e-mail one day prior to the CLE.

To register with a check, please mail in this registration form.
Need to cancel? Please see our cancellation policy.
Want more information about the Probate and Trust Law Section
Questions? Contact Tram Nguyen | 612-278-6316

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Pre-Registration is Closed

Friday, April 22, 2016

12:00 PM to 1:00 PM

Presidents Room / Minnesota State Bar Association Minneapolis, MN United States