Who Gets Grandma's Yellow Pie Plate?

This educational learning package was developed by University of Minnesota to help families make more informed decisions when transferring non-titled property to the next generation. It is designed for professionals working with older adults and family members who could be planning ahead for transferring non-titled property. These professionals might include: attorneys working on estate planning and probate issues, social service professionals working with aging individuals, funeral directors, those in faith communities, housing administrators and social service providers involved when transitional housing is needed, and community educators. It may also help family members and personal representatives who are in the process of making decisions about transferring non-titled property after death.

Six key concepts taught include understanding the sensitivity of transferring personal property, determining what you want to accomplish, what “fair” means, identifying special objects to transfer, distribution options and consequences and managing conflict. The curriculum can be used as a short program with a 13 minute video or as long at a 2 ½ hour program. Background information and supplemental materials are on the UMN web site (www.yellowpieplate.umn.edu). This site also includes information on ordering the curriculum.

• No specific training is offered for this curriculum. All teaching and background materials are include in the educational package. Included is a user’s guide (includes marketing materials), background research, a 13- minute video, a teaching guide with suggested activities and discussion and overhead masters for all six key concepts, participant evaluation tools and glossary of terms. 
• Ordering information - The curriculum and a workbook for participants can be purchased from the University of Minnesota
• Wisconsin specific materials
  • Memorandum for Distribution of Tangible Personal Property (5 pages, 32 KB)
    (according to WI Statutes 853.32)
  • Intestate Succession (1 page, 52 KB)
    (WI Statutes 852)
• Evaluation – the curriculum provides an after the program evaluation and another at 6 months.