9:30-11:30am CE Presentations
11:45am-1:00pm Lunch & Member Meeting
Essentials of Estate Planning
The purpose of this course is to give the attendees an overview of the essentials of estate planning. The presenter will present practical information that will provide agents with general estate planning principles. Attendees will learn practice tips to encourage agents to be able to spot potential issues. The course will define various estate planning techniques and strategies, discuss probate and trust law, and overview current tax laws.
Speaker: Kristin Gunsolus, Attorney, Jones Law Office
Kristin became an Associate Attorney at Jones Law Office in 2017. Kristin grew up in the small community of Janesville, MN. Kristin has extensive estate planning experience, assisting individuals, farmers, and businesses plan for the unexpected. Prior to beginning her legal career, Kristin was an Associate Financial Advisor, working with clients to create detailed financial plans. In her free time, Kristin enjoys traveling and spending time with her family.
There is no fee to attend this meeting.
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.