Resources for Educators and Caring Professionals

The Who Gets Grandma's Yellow Pie Plate?^TM Workbook, Video and Educator's Package were developed by researchers at the University of Minnesota Extension Service. They're designed to teach families how to make decisions and motivate them using a process that's proven effective.

A wide variety of professionals find these tools invaluable, including those working in:

Available Resources

Workbook

Video / DVD

Educator's Package with video

Educator's Package with DVD

Training for Trainers

The curriculum can be offered to seniors, siblings, adult children, grandchildren and others to provide them with a method of planning for the distribution of non-titled property.

Workbook
"Who Gets Grandma's Yellow Pie Plate?^TM Workbook, A Guide to Passing on Personal Possessions"
Item #MI-6686-PP
$12.50
Quantity discounts! When you purchase quantities of 25 or more, workbooks are just $7.50 each (plus shipping and applicable tax).

The Who Gets Grandma's Yellow Pie Plate?^TM Workbook is a step-by-step guide designed to be useful for everyone. It is filled with hands-on worksheets, practical suggestions, proven strategies and real-life stories. To order, click here or call toll-free 800-876-8636 weekdays from 9-3 p.m. central time.

As an educator or caring professional working with families on personal property inheritance planning, you may use the workbook in a variety of ways.

• Guide clients one-on-one through the whole workbook

• Use the workbook to begin a discussion of the subject

• Encourage clients to complete important worksheets and read selected chapters

• Provide sample copies for review, and include ordering information

• Buy multiple copies and sell them as part of your services (some professionals provide copies to all clients, and build in or subsidize the cost)

Workbook Topics

Families and Personal Property Inheritance
Sensitivity of Transferring Personal Property
Determine What You Want to Accomplish
Determine What Fair Means
Identify Special Objects
Distribution Options and Consequences
Establish Ground Rules
Managing Conflicts
Completing Your Work
Plus Eight "How-To" Worksheets

Detailed Table of Contents

"As executor for my mother's estate, I needed help. I never expected my sisters to act the way they did! This information helped me sort out what we wanted, talk about what we thought was fair, and consider different options. It wasn't easy, but we are still talking."

Adult Daughter

Video
"Who Gets Grandma's Yellow Pie Plate?^TM Video, A 13-Minute Introduction" (Video or DVD)
$30.00

• Watch a Video Clip (forthcoming)

The Who Gets Grandma's Yellow Pie Plate?^TM A 13-minute introduction to the issue of personal property inheritance. In it, families and inheritance professionals describe why this is an issue that affects everyone. Ideal for starting conversation on this sensitive topic.

To order:

a video - click here
a DVD - click here
or call toll-free 800-876-8636 weekdays from 8am - 4pm central time

Many professionals rely on this tool in their work with clients. One elder law attorney requires that all clients view this video when they request estate planning services.

• Use it to provide an overview of the subject

• Help to initiate conversation on this sensitive topic

• Buy multiple copies and make them available for checkout

• Provide a copy to each client, and build in or subsidize the cost

"Everyone seems to be able to find a few minutes to watch this video. It helped me talk with my siblings about Mom and Dad's belongings."

Adult Son

Educator's Package
"Who Gets Grandma's Yellow Pie Plate?^TM Educator's Package, A Comprehensive Curriculum for Teaching Personal Property Inheritance"
$125.00

The Who Gets Grandma's Yellow Pie Plate?^TM Educator's Package provides materials necessary to effectively teach workshops, and train consumers or professionals. The 3-ring binder includes the Who Gets Grandma's Yellow Pie Plate?^TM Workbook (95 pages), Video or DVD (13 minutes), training outlines, a review of research, and a disk with color Microsoft PowerPoint overheads.

To order:

Educator's Package with Video - click here
Educator's Package with DVD - click here
or call toll-free 800-876-8636 weekdays from 8am - 4pm central time

• Detailed Table of Contents

The Educator's Package is useful for working one-on-one with clients and their family members, and for conducting workshops.

• In a 1-hour session you can provide an introduction to the topic, highlight the "Six Key Factors," and direct people toward additional resources. Have sample workbooks with you, or offer them for sale.

• In a 3-hour workshop you can introduce the topic and present one or two selected concepts, such as goals and fairness, or how to identify special objects. These workshops generally include the workbook as part of the course materials.

• For a more in-depth approach, offer a 6-week series of workshops in which you explore the "Six Key Factors" in detail using the teaching outlines and activities provided. Again, these workshops generally require the workbook as the text for the course.

Those interested in teaching about the transfer of non-titled property are strongly encouraged to pursue our "Training for Trainers" program, below.

"[The Who Gets Grandma's Yellow Pie Plate?^TM program] assured me I have been doing the right thing."

Elderlaw Attorney

Training for Trainers
Professionals who have the potential to work with and reach family members regarding inheritance decisions frequently need and benefit from training. Our "Train the Trainers" program is designed to help community educators, senior housing managers, estate planning attorneys and many others to effectively teach and/or work directly with clients and family members. Nearly all practicing professionals can benefit from exploring current research on families and inheritance, being trained in key decision-making issues, and knowing how to effectively work with family members when planning in advance or in crisis.

We have found most professionals benefit by:

• Gaining an overview of inheritance patterns, norms, and practices from the perspective of intergenerational family decision making;

• Gaining insight into the overall complexity of titled and non-titled inheritance family decision making, including legal, economic, and social dynamics;

• Learning firsthand from leading researchers about the unique aspects of families and non-titled property inheritance decision making;

• Identifying factors influencing family inheritance decision-making patterns and realities;

• Recognizing that a "fair" inheritance has many meanings and relates to both decision-making outcomes and process;

• Understanding key concepts being taught in the Who Gets Grandma's Yellow Pie Plate?^TM educational program. Participants gain hands-on experience with the workbook and video which help teach six key factors important for successful non-titled property transfers;

• Identify implications for working with and educating family members. Learning specific strategies that work for using the Who Gets Grandma's Yellow Pie Plate?^TM program resources.

We have experience developing and conducting training sessions for community educators, senior housing managers, hospice workers, probate court officials, social service workers with aging populations, financial planners, legal librarians, estate planning attorneys, and development officers.

Depth: Minimum of four hours. Options for packaging and delivering training include daylong in-person workshops, interactive videoconferences, and other uses of technology. One-to-one personal coaching is also available.

Costs are negotiable and depend upon:

• Required participant materials: one Educator's Package per trainee typical

• Trainer time/preparation (typically $500 per 4-hour session)

• Actual expenses of trainer(s)

For more information contact us at mstum@umn.edu.