Minneapolis Dinner Meeting: Heckerling Institute on Estate Planning Review

Date: Tuesday, February 25, 2014
Time: 05:30 PM - 8:00pm
Location: Crowne Plaza Northstar

 

REGISTRATION LINK

HECKERLING REVIEW
Speakers
Cameron Seybolt & Cari Lee Martell

The Heckerling Institute is one of the nation's leading conferences for attorneys, trust officers, accountants, insurance advisors, and wealth management professionals.

This year’s program is scheduled to include “expanded coverage of the increasingly important areas of elder law, asset protection, and income tax planning without sacrificing coverage of traditional core estate planning topics such as GRATS, FLPs, life insurance, planning with trusts, and fiduciary administration.”
 
Registration and Networking - 5:30 pm
Meeting Begins - 6:00 pm
Dinner - 7:00 pm
Meeting ends - 8:00 pm

 

ABOUT CAMERON SEYBOLT...
Cameron helps individuals, families and family businesses implement a variety of tax and estate planning strategies to protect their property and transfer it from one generation to the next. Cameron focuses his practice entirely on estate planning and administration and was elected as a fellow of the American College of Trust and Estate Counsel in 2010. Cameron’s clients include family businesses and their owners, public company executives, doctors, lawyers, athletes, and family offices. He also assists individual and corporate executors and trustees with the administration of estates and trusts. Cameron has significant experience with the drafting and implementation of wills, trusts, antenuptial agreements and buy-sell agreements.

ABOUT CARI LEE MARTELL...
Cari works with individuals and business owners on the preparation of wills, trusts and related estate planning documents. Cari is a senior associate with Fredrikson & Byron’s Trusts & Estates Group. She also assists and represents clients through the probate and estate administration process. 

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