Christopher Burns is co-presenting Charitable Planning: New Twists on Old Favorites on October 1 at the Insider Briefing hosted by Minnesota Philanthropy Partners. Many professional advisors who recommend split-interest gifts find their clients’ financial needs and charitable objectives often change significantly over time. Told through real life case studies, this session examines early termination of […]

As a CPA, you know Minnesota just made major changes to the Minnesota LLC Act.  Please join us to learn about the changes and how they affect you and your clients. Thursday, October 8, 2015 8:15 a.m. Registration and breakfast 9:00 a.m. – 11:30 a.m. Seminar Sheraton Minneapolis West (Minnetonka) Two CPE credits* Click here to […]

“Knowing the importance of family, I enjoy facilitating the transfer of wealth from my clients to the ones they love.” Brigitt Orfield concentrates on estate and tax planning for individuals, families and family businesses; charitable gift planning and administration; trust and estate administration; and elder law. She assists clients with the planning and preparation of […]

Henson Efron announced today that seven of its attorneys were recently selected by their peers for inclusion in The Best Lawyers in America® 2016. (Copyright 2015 by Woodward/White, Inc., of Aiken, S.C.) The seven Henson Efron attorneys named as Best Lawyers for 2016 are: • Joseph T. Dixon, Jr. – Bet-the-Company Litigation and Commercial Litigation […]

The article highlights an issue of increasing importance as we see more marriage dissolutions involving older couples who have accumulated an investment portfolio. Read more in Court should consider return on investments from attorneys Alan C. Eidsness and Jaime Driggs. Previous Articles Family Law: Don’t subpoena mental health records – Alan C. Eidsness and Jaime […]

The recently published article in Minnesota MD NEWS, “Your Wealth-care Team: Partnering with Physicians to Grow, Manage and Transfer Wealth” describes how physician groups can benefit from financial and succession planning, and provides the top five financial and estate planning priorities for physicians. “It is generally fair to say that physicians are a well-educated, intelligent group […]