Events
Maslon's Third Annual Forum on Wealth Management and Litigation
September 23, 2026
Financial advisors, attorneys, and other wealth management professionals are invited to join Maslon on Wednesday, Sept. 23, for the firm's Third Annual Forum on Wealth Management and Litigation. This complimentary half-day program in Minneapolis will feature discussions on family dynamics around the transfer of wealth.
Date: Sept. 23, 2026
Time: 9 a.m. to 1 p.m.
Location: Walker Art Center
(Don’t) Rock the Boat: Navigating Family Dynamics in the Transfer of Wealth
This year’s program focuses on how to chart the waters of wealth and legacy while avoiding the rocks of sensitive family dynamics. On the surface, familial wealth conflicts appear to be about money. But confronted with behaviors like fixation on the distant past, attachment to particular items as a stand-in for parental affection, and the withholding of information as a means of control, those who mitigate, mediate, and litigate such disputes know that there are deeply personal issues beneath the surface, straining relationships and interfering with administration of the trust or estate.
At this half-day seminar, learn how to stay the course in these scenarios and more by leveraging effective family meetings to reach common ground, helping clients focus on their “north star” objectives when things get choppy, and cultivating acceptance in those committed to rowing in the other direction.
Agenda
- 9-9:30 a.m. | Registration & Breakfast
- 9:30-9:50 a.m. | Keynote: Utilizing Your EQ in Assessing and Navigating Family Dynamics
- 9:50-10:40 a.m. | Panel 1: To Be Announced
- 10:40-10:55 a.m. | Break
- 10:55-11:45 a.m. | Panel 2: To Be Announced
- 11:45 a.m.-1 p.m. | Networking Lunch
Keynote | Utilizing Your EQ in Assessing and Navigating Family Dynamics
Hearkening to Leo Tolstoy’s opening line of "Anna Karenina": "All happy families are alike; each unhappy family is unhappy in its own way," Judge Gail T. Kulick will draw upon her judicial and mediation experience to address the importance of emotional intelligence (EQ) in untangling the quagmire of familial conflict present in planning and probate matters. Judge Kulick will share her insights on how the ability to not only regulate your own emotions but also understand the emotions and motivations of your clients and their family members helps manage these dynamics, provides space to hear and be heard, and, ultimately, works towards a fair resolution.
Keynote Speaker: Judge Gail T. Kulick (Ret.)
Judge Kulick is a 1985 graduate of the University of Minnesota Law School. For 31 years she practiced primarily in the areas of real property, including serving as the Mille Lacs County examiner of titles, estate planning, and probate, until her appointment to the Mille Lacs County bench in 2016. Judge Kulick was elected to the Minnesota House of Representatives in 2008 and served one term. She also served the Mille Lacs Band of Ojibwe as commissioner of corporate affairs, acting as CEO of Grand Casino Mille Lacs and Grand Casino Hinkley from 2011 to 2012. She is a member of the Minnesota State Bar Association, including the Real Property and Probate, Trusts and Estates sections.
Additional information to follow. Please contact us to learn more.
Prior Forums:
Location, Location, Location: Strategies for Administering and Litigating Trusts Across State Lines (Sept. 16, 2025)
Maslon's Inaugural Forum on Wealth Management and Litigation (Sept. 12, 2024)