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:
The definitions of titled and non-titled property.
Why decisions about all types of property are important.
The unique challenges of non-titled property decisions making.
Six key factors that affect decision-making about transferring personal property.
Strategies to jump start conversations about inheritance.
Resources that can help families improve decision making.
Action steps to take now.
After participating in the workshop, participants will be better equipped to:
Start conversations with family members about inheritance and personal possessions.
Consider the consequences of “doing nothing.”
Encourage aging parents to plan ahead for the transfer of personal possessions.
Prepare a list of non-titled property and to whom the items should transfer.
Prepare or update a will.
Discuss different perceptions of “what’s fair” with others.
Determine what objects are meaningful and why.
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.