Do you have a group of people in Minnesota who would benefit from knowing more about transferring non-titled property? If so, the Who Gets Grandma’s Yellow Pie Plate?™ workshop is for you!
University of Minnesota Extension educators partner with your organization to deliver this workshop in-person or on-line to your group. Past partners have included:
- Estate planning and probate attorneys
- Financial planning firms
- Funeral home directors
- Senior housing and nursing home administrators
- Estate sale and auction administrators
- Senior move managers
This workshop can be customized for your group.
About the workshop
This one-hour workshop will help participants learn the basics about transferring non-titled property. Through this workshop and the included related workbook, participants will learn:
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The definitions of titled and non-titled property.
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Why decisions about all types of property are important.
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The unique challenges of non-titled property decisions making.
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Six key factors that affect decision-making about transferring personal property.
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Strategies to jump start conversations about inheritance.
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Resources that can help families improve decision making.
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Action steps to take now.
After participating in the workshop, participants will be better equipped to:
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Start conversations with family members about inheritance and personal possessions.
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Consider the consequences of “doing nothing.”
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Encourage aging parents to plan ahead for the transfer of personal possessions.
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Prepare a list of non-titled property and to whom the items should transfer.
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Prepare or update a will.
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Discuss different perceptions of “what’s fair” with others.
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Determine what objects are meaningful and why.
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Start family conversations about one or more of the six key decision making factors.
This workshop can be customized for your group and can be delivered in-person or online.
To schedule a workshop contact us.