TCEPC, EPI, MNGPA & FPA Joint Education & Happy Hour Event
TCEPC May 19th Afternoon Meeting & Social
2:45 - 5:30 pm
Town & Country Club
300 N Mississippi River Blvd.
Saint Paul, MN 55104
If you cannot attend May 19th, but wish to renew your membership or become a Sponsor, click this link.
2:45 pm Registration & Networking
3:15 pm Announcements
3:30 pm Program Starts
4:45 pm Happy Hour
5:30 pm Happy Hour Ends
From Design to Execution: A Multidisciplinary Deep Dive into High-Impact Charitable Remainder Trusts
- The key differences between the three major CRT structures
- How to identify clients whose income, tax, and legacy goals align with this strategy
- Designing for maximum income, charitable remainder value, or flexibility
- Real world case studies illustrating outcomes and lessons learned
- Planning with alternative and non traditional assets
- Where and how to establish a charitable trust with the right team
- Managing income timing and tax outcomes through strategic use of NIMCRUT structures
- Overview of cutting-edge CRT planning with SMLLC NIMCRUT’s
This discussion is designed to help advisors confidently evaluate when — and how — CRTs fit into comprehensive financial plans.
Kyle Wesely, CPA
Wesely & Wesely CPAs
Kyle is with Wesely & Wesely CPAs, the only CPA firm nationwide explicitly specializing in charitable trusts, and joined his father, Tom, in practice in 2017. He focuses on advanced charitable tax planning and teaches the tax module for the Certified Specialist in Planned Giving designation, while also serving as treasurer of the Minnesota Gift Planning Association and on the Cornerstone Council for the St. Paul & Minnesota Foundation. Kyle holds degrees in accounting and information systems from Iowa State University and is passionate about helping clients achieve their philanthropic goals through effective tax strategy.
Eric Munkeby
Financial Advisor/President, Munkeby Kramer
Eric has worked in the financial services industry since graduating from the University of St. Thomas in 1990, building a career rooted in entrepreneurship and client focused planning. He and Ken Kramer have grown Munkeby Kramer into a respected firm known for delivering thoughtful, leading edge financial guidance to the families they serve.
Chris Kradle
Estate Planning Attorney, Kradle Law PLLC
Chris is an estate planning attorney with Kradle Law. He has been licensed to practice law in Minnesota since 2016 and in Wisconsin since 2015. Chris earned his law degree from Marquette University Law School, graduating in 2015.
Luther Ranheim
Gift Planner, Saint Paul & Minnesota Foundation
Luther Ranheim is a Gift Planner at the Saint Paul & Minnesota Foundation, where he partners with donors and their professional advisors to bring philanthropic goals to life through thoughtful charitable and estate planning strategies. With more than two decades of experience in fundraising and relationship management, he builds high trust connections across the financial, legal, and tax professions while helping donors and nonprofits create lasting community impact.
TCEPC is proud to co-host this session in partnership with three distinguished Minnesota associations:
FPA Minnesota provides professional development and networking on a local level. FPA Minnesota is one of the largest chapters (with over 800 members) and one of the most active chapters in the country. They offer over 30 continuing education credits per year for CFP®, Minnesota Insurance, NASBA, CIMA, CLE. Their annual Symposium attracts more than 500 participants each year and our chapter meetings are host to more than 200 attendees. The Financial Planning Association Minnesota is governed by a volunteer Board of Directors who are charged with helping the organization reach its strategic goals. FPA MN staff is dedicated to creating an unparalleled membership experience.
Minnesota Gift Planning Association is a nonprofit professional association dedicated to educating and connecting fundraisers and advisors who develop and administer charitable planned gifts, fostering collaboration, training, and public awareness of strategic philanthropy.
The purpose of the EPI Twin Cities Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.
