Families, Possessions, and Inheritance: Who Gets Grandma’s Yellow Pie Plate?™
Presented by the Estates and Probate Section
CT: 1.0 CLE Credits
NY: 0.0 CLE Credits
Speaker: Marlene S. Stum, Ph.D.
Why does “passing on” personal possessions present unique challenges in families? What does existing research suggest about likely risk and protective factors to be aware of as estate and probate legal professionals? Dr. Stum will focus on the unique challenges personal possessions present for families and inheritance planning. Learn about key protective factors critical to helping family members optimize inheritance planning and improve family relationships across the generations. Gain insight into the meaning and experience of “fair” inheritances, and learn about available tools to use when working with clients.
Marlene S. Stum, Ph.D. is a Professor in the Department of Family Social Science at the University of Minnesota. Marlene is nationally recognized for her research and prevention education addressing family economics and social gerontology issues. Her work includes 23 years of leadership for Who Gets Grandma’s Yellow Pie Plate?™ a successful program focusing on families and inheritance dynamics. She is currently leading a unique research project examining the meaning and experience of “fair” inheritances from the perspective of older parents and adult children in the same family system. Marlene is passionate about improving financial literacy and decision making in later life families.
*CBA Members:To receive credit, sign the attendance verification form at the meeting, and your credits will be automatically logged to your Professional Development Journal. If you do not attend the full program, do not sign the form. For partial credit, you will need to enter your time by the tenth of an hour into your Professional Development Journal.