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NAIFA Southern February 2018 Meeting
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2/16/2018
When: Friday, February 16, 2018
9:30am-1:00pm
Where: Mankato Golf Club
100 Augusta Drive
Mankato, Minnesota  56001
United States
Contact: Ruthann Kragh
(507) 388-3555


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Agenda

9:30-11:30am CE Presentations
11:45am-1:00pm Lunch & Member Meeting

Estate Planning for the Young Family

A review of general estate planning concepts including the importance of having a good estate plan and consequences of not having proper planning in place. Additional discussion will focus on the use of testamentary trusts for the benefit of minor children, appropriately worded guardianship designations, trustee appointment provisions and use of temporary custodial arrangements. A common theme throughout the discussion will include the benefits of trusts for minor children and how to link assets to an estate plan through properly worded beneficiary designations and ownership of assets in a way that avoids common estate planning mistakes and omissions.

Planning for Long Term Care

Advanced planning for long term care has become increasingly important for families. This course will include a review of state and federal Medicaid laws, including rights the community spouse has to retain assets. Current asset allowances and income allocations will be discussed along with options to enable the community spouse to maintain a good standard of living and avoid economic hardship. Various long term care planning tools will be discussed, including trusts, long term care insurance and the importance of advanced directives.

Speaker: Margaret Koberoski, Knutson+Casey, PLLP

Margaret is a partner with the law firm of Knutson + Casey, in Mankato. She is a member of the Minnesota Bar and is admitted to practice in the U.S. District Court for the District of Minnesota. She received her Juris Doctorate degree from Hamline University School of Law, where she served as Managing Editor of the Hamline Law Review. She is a graduate of the University of Minnesota with Bachelor of Arts Degrees in Spanish and Political Science. Margaret's practice areas focus on estate planning, real estate, elder law, business succession planning, probate and trust administration. Margaret is involved in many community events and serves on the board of several non-profit organizations. She is a member ofNAIFA, the Minnesota State Bar Association and Minnesota Women Lawyers.


Fees

There is no fee to attend this meeting.

CE Credits

Attendees will receive 2 MN Insurance CE credits for attending this meeting. Credits are currently pending. Must provide your MN Insurance license number in order to receive credit.


Cancellation Policy: N/A

Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

    National Association of Insurance and Financial Advisers of Minnesota

    1000 Westgate Drive, Suite 252, St. Paul, MN 55114
    Phone: (651)366-6091    Fax: (651)290-2266
    Email: naifa@naifa-mn.org

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