TCEPC, EPI & 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
A Multidisciplinary Deep Dive into High-Impact Charitable Remainder Trusts
The Financial Planning Association of Minnesota hosts the Twin Cities Estate Planning Council, the Minnesota Gift Planning Association, and the Exit Planning Institute of the Twin Cities Metro Area for a collaborative professional education and networking event.
A multi-disciplinary panel including expertise in tax, law, financial planning, and charitable gift planning, where the tax professional will drive a presentation, and the other panelists will add their commentary and perspectives. We will begin with a basic CRT overview before moving into discussions around common client/donor profiles that benefit from CRTs, an overview of self-trustee vs community foundation vs charity administration structures, how to collaborate with other professionals to bring CRTs to fruition, and how to present CRTs to clients to understand the impact.
By attending this session, advisors will …
- Explain the structure and strategic use of Charitable Remainder Trusts (CRTs), including common donor profiles, administrative options (self-trustee, community foundation, or charity), and core planning considerations.
- Evaluate and compare different CRT structures—including standard CRUTs funded with stock, Flip CRUTs funded with real estate, and NIMCRUTs (including SMLL/spigot NIMCRUTs)—through applied case studies.
- Develop a collaborative, multidisciplinary approach to implementing CRTs, including effectively presenting CRT strategies to clients and coordinating with tax, legal, financial planning, and charitable professionals to bring complex plans to execution.
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.
