Area residents invited to state planning and tax strategy workshop
The event is 4:30-6 p.m. May 16 at Maucieri's Italian Bistro in Crosslake.
BRAINERD — The Brainerd Lakes Area Community Foundation, in partnership with local attorneys from Breen & Person and CliftonLarsonAllen, will host a seminar on the topic of estate planning and tax strategies 4:30-6 p.m. May 16 at Maucieri's Italian Bistro in Crosslake.
Food and a complimentary beverage will be served.
There will be about 60 minutes of material presented, followed by a question-and-answer session, to conclude by 6 p.m.
Presenters include Rene A. Millner and Laura J. Hansen, attorneys at Breen & Person; Andrew Ostlund, senior wealth adviser from CliftonLarsonAllen; and Terri Foster, executive director at Brainerd Lakes Area Community Foundation.
Topics to be covered at the event include estate planning essentials with information about health directives; power of attorney forms; the differences between trusts and wills; 2023 tax strategies, tax law changes and updates; and charitable giving options.
The workshop is free but registration is requested by May 12 to plan accordingly for food and seating. To register, go to
and click on the event or call Brainerd Lakes Area Community Foundation at 218-824-5633.