*** Space is limited to 35 participants. Advance reservations are required.

History isn’t just about the past; it’s about the foundation we leave for those who follow. You’ve spent a lifetime collecting stories, photos, and heirlooms. What happens to them next?

Join NCHS and attorney Jared Koch of Blethen Berens for a unique seminar that balances financial stewardship with historical preservation, ensuring your legacy is protected for generations to learn from.

Learn how to create an estate plan that protects your family’s financial future while also ensuring that your “treasures,” from 19th-century letters to local business records, are properly preserved and that your executor understands their value and your intentions.

What you’ll learn:

• Best legal practices for donating historical documents, photos, family heirlooms, or artifacts so they remain within the community
• How to ensure generational property is transitioned thoughtfully and what to consider before donating
• The tax-saving benefits of naming a nonprofit as a beneficiary
• How to include the Nicollet County Historical Society or another nonprofit in your will or trust without affecting your current lifestyle

About the Presenter
Jared Koch is an attorney with Blethen Berens, where he focuses on estate planning, probate, and incapacity planning. He works closely with individuals and families to create tailored estate plans and to guide them through complex decisions with clarity and care. He also assists clients with guardianship and conservatorship matters, helping ensure long-term support and protection for loved ones.

Learn more about Jared and his practice:
https://www.blethenberens.com/staff/jared-koch