Educational Workshops

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This important first step is where the journey of creating a water-tight estate plan begins.

Generations Legal Services hosts a variety of educational workshops throughout the Twin Cities and beyond. Our nationally recognized programs address the critical issues innate in family estate planning.

Our workshops are specifically designed to educate and help families avoid the ripple effect of poor planning. Because our group consists of Legal, Financial and Tax experts operating as one advisory team, we are able to provide a depth of education and estate planning services which are typically unavailable from other single-service providers.

We understand the complex processes and many variables involved, and after attending one of our educational events—you will too!

Here is an example of some of the critical details our workshops address:

  • What is the difference between a Will and a Trust, and which one is best for your situation?
  • Why do we need a Power of Attorney and a Health Care Directive?
  • How to avoid the time, hassle and cost of Probate
  • Can my assets be protected from potential nursing home expenses?
  • How to preserve generational wealth with important tax planning
  • Options for addressing and protecting unique family situations
  • How to prevent misunderstandings, confusion and quarrels within families
  • The secret to keeping things private and avoiding a public distribution of family assets
  • Ways of protecting my estate from those who might challenge or contest my wishes

Interested in a Certain Workshop?

Fill out the form below to request more information.

Upcoming Workshops

Below is a list of our upcoming workshops. Register for the one(s) you like and we'll look forward to seeing you there! 

22

September

The TOP 10 Estate Planning Misunderstandings

10:00am 11:30am

location_on Richfield Community Center
7000 Nicollet Ave
Richfield, MN 55423

info Details

What You Think You Know Could Cost Your Family
Many people believe they’ve “got it covered” because they have a Will. But that’s often the beginning of the misunderstanding—not the end. In this eye-opening one-hour session, we’ll walk through the 10 most common myths and mistakes people make when planning (or failing to plan) their estates. From thinking Wills avoid Probate (they don’t) to misunderstanding the roles of Powers of Attorney, Trusts, and Health Care Directives, this workshop will help you separate fact from fiction—and prevent your loved ones from dealing with legal and financial headaches down the road.

Perfect for anyone who wants straightforward answers and honest insight—without the jargon or intimidation. Presented by Jeff Litfin, Certified Estate Planner with Generations Legal Services.

Sign Up for this Workshop

22

September

The 25 Documents Needed Before You Pass Away

6:00pm 7:30pm

location_on Plymouth Community Center
14800 34th Avenue N
Plymouth, MN 55447

info Details

The emotional consequences and negative ripple effects of failing to keep your documents in order can cause frustration, delays and a financial burden on your loved ones and heirs. You may have a simple WILL in place, but that only scratches the surface of what is needed in case you pass away or become incapacitated. What have you done about your financial accounts? Insurance policies? Medical wishes? What if you’re divorced? Own a business? Have a blended family? What about property you may own or pets you care deeply about? Who will know what to do if you aren’t around to tell them? Should you consider a Trust? In this educational workshop, you will learn the 25 documents most experts recommend you collect and maintain so family members aren’t left scrambling to find important papers and information in a time of loss and confusion. Instructor is Jeff Litfin, Certified Estate Planner, GENERATIONS LEGAL SERVICES

 

Most people assume that having a will is enough—but in reality, it’s just one part of a much larger picture. What happens if you become incapacitated? What about your financial accounts, insurance policies, business interests, medical preferences, or even your pets? In this informative and eye-opening workshop, you’ll learn about the 25 key documents experts recommend having in place to reduce confusion, delay, and unnecessary hardship for your loved ones.

Whether you’re single, married, divorced, own a business, or have a blended family, this session will help you understand what’s needed to make sure your affairs are truly in order. Topics include legal documents, healthcare planning, financial and property records, and guidance for personal wishes.

Led by Jeff Litfin, Certified Estate Planner with Generations Legal Services, this class will help you gain clarity and confidence in preparing for the unexpected—so your loved ones aren’t left searching for answers during a difficult time.

Sign Up for this Workshop

30

September

Asset Protection Planning

6:00pm 7:20pm

location_on Handke Center
1170 Main Street;
Room 121
Elk River, MN 55330

info Details

Shielding Your Legacy: Planning Ahead for Long-Term Care Costs
Long-term care can be one of the most significant financial threats to your retirement and estate—and most families are unprepared for the high costs of nursing homes, assisted living, or extended care. The good news? With the right strategies in place, it’s possible to protect your assets before a crisis hits.

In this 90-minute educational workshop, you’ll learn how Federal and Minnesota laws provide options to safeguard your savings from spend-down requirements and estate recovery—if you plan ahead. You’ll also gain a clearer understanding of how Wills and Trusts factor into long-term care planning, and explore advanced asset protection tools designed to ensure your legacy stays intact for your loved ones.

Whether you're planning for your own future or helping aging parents prepare, this session will equip you with knowledge that can make a significant difference. Led by Jeff Litfin, Certified Estate Planner with Generations Legal Services, this class includes a live Q&A session to address your personal concerns.

Sign Up for this Workshop

2

October

Who Will Inherit the Mess?

6:30pm 8:00pm

location_on Grace Church
1923 E McGregor
Algona, IA 50511

info Details

Who Will Inherit the Mess?
Estate planning isn’t just about what happens when you’re gone—it’s about making sure your loved ones aren’t left with confusion, conflict, or costly legal battles. In this informative and approachable 90-minute workshop, you’ll learn how to keep your estate out of Probate, ensure your assets are transferred smoothly, and avoid the common (but easily preventable) mistakes that can create a legal and emotional mess for your family.

You’ll explore the real-world differences between Wills and Trusts, and why having the right documents—like Powers of Attorney and Health Care Directives—is essential for adults of all ages, including college students. The workshop also dives into often-overlooked topics like family communication, privacy laws, and the power of beneficiary designations, TODs, and PODs in creating a complete and effective estate plan.

Led by Jeff Litfin, Certified Estate Planner with Generations Legal Services, this session offers clear guidance, practical examples, and a welcoming environment—plus time for your questions during a live Q&A.

Sign Up for this Workshop

6

October

Who Will Inherit the Mess?

6:30pm 8:00pm

location_on Prairie Lakes Church
234 S Linn Ave
New Hampton, IA 50659

info Details

Estate Planning Essentials: Avoiding the Chaos You Never Meant to Leave Behind
Think your Will is enough? Think again. Without a complete and carefully crafted estate plan, your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to prevent unnecessary stress later.

Topics include:

  • Understanding the crucial differences between Wills and Trusts
  • Why every adult—yes, even your college student—needs a Power of Attorney and Health Care Directive
  • How to sidestep Probate and keep your estate matters private
  • The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
  • Addressing family dynamics and avoiding common communication breakdowns

Led by Jeff Litfin, Certified Estate Planner at Generations Legal Services, this session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. A live Q&A will follow the presentation to help you get answers tailored to your personal situation.

Plan smarter now—so your family doesn’t have to clean up later.

Sign Up for this Workshop

8

October

Who Will Inherit The Mess?

6:30pm 8:00pm

location_on Prairie Lakes Church
5250 Nordic Drive
Cedar Falls, IA 50613

info Details

Who Will Inherit the Mess?
Estate planning isn’t just about what happens when you’re gone—it’s about making sure your loved ones aren’t left with confusion, conflict, or costly legal battles. In this informative and approachable 90-minute workshop, you’ll learn how to keep your estate out of Probate, ensure your assets are transferred smoothly, and avoid the common (but easily preventable) mistakes that can create a legal and emotional mess for your family.

You’ll explore the real-world differences between Wills and Trusts, and why having the right documents—like Powers of Attorney and Health Care Directives—is essential for adults of all ages, including college students. The workshop also dives into often-overlooked topics like family communication, privacy laws, and the power of beneficiary designations, TODs, and PODs in creating a complete and effective estate plan.

Led by Jeff Litfin, Certified Estate Planner with Generations Legal Services, this session offers clear guidance, practical examples, and a welcoming environment—plus time for your questions during a live Q&A.

Don’t leave your family a legal puzzle to solve—learn how to plan wisely today, so your legacy is protected tomorrow.

Sign Up for this Workshop

13

October

Who Will Inherit The Mess?

3:00pm 4:30pm

location_on Hosanna Church
9600 163rd Street W
Lakeville, MN 55378

info Details

Estate Planning Essentials: Avoiding the Chaos You Never Meant to Leave Behind
Think your Will is enough? Think again. Without a complete and carefully crafted estate plan, your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to prevent unnecessary stress later.

Topics include:

  • Understanding the crucial differences between Wills and Trusts
  • Why every adult—yes, even your college student—needs a Power of Attorney and Health Care Directive
  • How to sidestep Probate and keep your estate matters private
  • The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
  • Addressing family dynamics and avoiding common communication breakdowns

Led by Jeff Litfin, Certified Estate Planner at Generations Legal Services, this session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. A live Q&A will follow the presentation to help you get answers tailored to your personal situation.

Plan smarter now—so your family doesn’t have to clean up later.

Sign Up for this Workshop

14

October

Estate Planning Essentials: Avoiding the Chaos You Never Meant to Leave Behind

6:00pm 8:00pm

location_on Bethel Baptist
1250 Monks Avenue
Mankato, MN 56001

info Details

Think your Will is enough? Think again. Without a complete and carefully crafted estate plan, your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to prevent unnecessary stress later.

Topics include:

  • Understanding the crucial differences between Wills and Trusts
  • Why every adult—yes, even your college student—needs a Power of Attorney and Health Care Directive
  • How to sidestep Probate and keep your estate matters private
  • The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
  • Addressing family dynamics and avoiding common communication breakdowns

Led by Jeff Litfin, Certified Estate Planner at Generations Legal Services, this session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. A live Q&A will follow the presentation to help you get answers tailored to your personal situation.

Plan smarter now—so your family doesn’t have to clean up later.

Sign Up for this Workshop

16

October

Who Will Inherit The Mess

6:00pm 8:00pm

location_on Living Faith Church
10101 Lexington Ave N
Circle Pines, MN 55014

info Details

Estate planning isn’t just about what happens when you’re gone—it’s about making sure your loved ones aren’t left with confusion, conflict, or costly legal battles. In this informative and approachable 90-minute workshop, you’ll learn how to keep your estate out of Probate, ensure your assets are transferred smoothly, and avoid the common (but easily preventable) mistakes that can create a legal and emotional mess for your family.

You’ll explore the real-world differences between Wills and Trusts, and why having the right documents—like Powers of Attorney and Health Care Directives—is essential for adults of all ages, including college students. The workshop also dives into often-overlooked topics like family communication, privacy laws, and the power of beneficiary designations, TODs, and PODs in creating a complete and effective estate plan.

Led by Jeff Litfin, Certified Estate Planner with Generations Legal Services, this session offers clear guidance, practical examples, and a welcoming environment—plus time for your questions during a live Q&A.

Don’t leave your family a legal puzzle to solve—learn how to plan wisely today, so your legacy is protected tomorrow.

Sign Up for this Workshop

20

October

The 25 Documents Needed Before You Pass Away

2:00pm 3:30pm

location_on Richfield Community Center
7000 Nicollet Ave
Richfield, MN 55423

info Details

The emotional consequences and negative ripple effects of failing to keep your documents in order can cause frustration, delays and a financial burden on your loved ones and heirs. You may have a simple WILL in place, but that only scratches the surface of what is needed in case you pass away or become incapacitated. What have you done about your financial accounts? Insurance policies? Medical wishes? What if you’re divorced? Own a business? Have a blended family? What about property you may own or pets you care deeply about? Who will know what to do if you aren’t around to tell them? Should you consider a Trust? In this educational workshop, you will learn the 25 documents most experts recommend you collect and maintain so family members aren’t left scrambling to find important papers and information in a time of loss and confusion. Instructor is Jeff Litfin, Certified Estate Planner, GENERATIONS LEGAL SERVICES

 

Most people assume that having a will is enough—but in reality, it’s just one part of a much larger picture. What happens if you become incapacitated? What about your financial accounts, insurance policies, business interests, medical preferences, or even your pets? In this informative and eye-opening workshop, you’ll learn about the 25 key documents experts recommend having in place to reduce confusion, delay, and unnecessary hardship for your loved ones.

Whether you’re single, married, divorced, own a business, or have a blended family, this session will help you understand what’s needed to make sure your affairs are truly in order. Topics include legal documents, healthcare planning, financial and property records, and guidance for personal wishes.

Led by Jeff Litfin, Certified Estate Planner with Generations Legal Services, this class will help you gain clarity and confidence in preparing for the unexpected—so your loved ones aren’t left searching for answers during a difficult time.

Sign Up for this Workshop

22

October

WILLS vs TRUSTS

6:00pm 7:30pm

location_on Plymouth Community Center
14800 34th Avenue N
Plymouth, MN 55447

info Details

WILLS vs. TRUSTS

Few people understand the difference between these two critical Estate Planning choices. Each one affects your estate in significantly different ways—especially in regards to the amount of control and protection your family will have (or not have) in the future. How do they differ when it comes to the distribution of assets? What about Probate avoidance? What is the impact a WILL or a TRUST will have on your Executor? Your beneficiaries? How much RISK are you comfortable leaving behind? And has anyone explained the tax ramifications? Get answers to these and other important questions! Come learn the difference today so your loved ones can stay out of Probate tomorrow. This 90-minute workshop will include a Q&A session. Instructor is Jeff Litfin, Certified Estate Planner, GENERATIONS LEGAL SERVICES

WILL vs. TRUST: What’s the Difference—and Why It Matters
Confused about whether you need a Will or a Trust? You’re not alone—and the decisions you make now can significantly impact your loved ones later. In this eye-opening 90-minute workshop, you’ll learn the critical differences between these two essential estate planning tools and how each affects control, privacy, probate, taxes, and the future of your assets.

Discover answers to questions like:

  • How does a Will or Trust affect the distribution of your estate?
  • Can one help your family avoid the time and cost of Probate?
  • What responsibilities fall on your Executor or Trustee?
  • What are the real risks—financial and emotional—of being underprepared?
  • How might taxes impact your heirs depending on the path you choose?

This workshop is perfect for anyone who wants to protect their family, reduce legal burdens, and make informed decisions with confidence. Led by Jeff Litfin, Certified Estate Planner with Generations Legal Services, the session includes a live Q&A to address your specific concerns.

Don’t leave your legacy to chance—get the clarity you and your family deserve.

Sign Up for this Workshop

27

October

Mindful Estate Planning, Legacy Giving, and Tax Strategies

6:00pm 7:30pm

location_on Faith Baptist Church
4350 Russell Ave N
Minneapolis, MN 55412

info Details

Estate Planning Essentials: Avoiding the Chaos You Never Meant to Leave Behind
Think your Will is enough? Think again. Without a complete and carefully crafted estate plan, your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to prevent unnecessary stress later.

Topics include:

  • Understanding the crucial differences between Wills and Trusts
  • Why every adult—yes, even your college student—needs a Power of Attorney and Health Care Directive
  • How to sidestep Probate and keep your estate matters private
  • The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
  • Addressing family dynamics and avoiding common communication breakdowns

Led by Jeff Litfin, Certified Estate Planner at Generations Legal Services, this session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. A live Q&A will follow the presentation to help you get answers tailored to your personal situation.

Plan smarter now—so your family doesn’t have to clean up later.

Sign Up for this Workshop

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