Probate and Trust Law Conference Manual 2012

Table of Contents

Sex Post Facto: The Evolution of Trust and Estate Law Regarding Posthumous Conception (and Why We Should Care)
- Benjamin C. Carpenter & Sonny F. Miller

Wealth Transfer Trends – An Overview of 7 Trends Affecting Estate Planning and Trust Management
- R. Hugh Magill

Planning for Retirement Benefits: Recent Developments
- Natalie B. Choate

The 194 Best and Worst Planning Ideas for Your Client’s Retirement Benefits
- Natalie B. Choate

Long Term Trust Design
- R. Hugh Magill

Herding Cats: Coordinating the Estate Settlement Process
- Adam D. Cox

Qualified Small Business and Farm Property
- Jennifer A. Lammers

How to Analyze the Black Box – Inside the World of Insurance
- Robert G. Danielsen

How to Handle Debt Collectors in Insolvent Estates: Prying Cash from Decedents and their Families
- Catherine R. Thatcher

Special Needs Trust Administration: Success Beyond Drafting
- Jeffrey W. Schmidt

Splitting “Heirs”: Extracting Owners from Dysfunctional Family and Closely Held Businesses and Properties
- Wallace G. Hilke & Timothy S. Murphy

Estate and Probate Mediation: Communication Collaboration and Consensus-Building for Effective Results
- Bruce Kruger, John M. Lundblad, Jr., Janeen L. Massaros & Mary Frances M. Price

Trust Litigation: Witness Preparation Issues, Document Preparation Issues, and Litigation of the Past, Present and Future
- Norman M. Abramson & Jacqueline M. Schuh

Planning, Drafting and Administration When the IRS Doesn’t Care – Small Estates Panel
- Peter M. Hendricks, James T. McNary & Trisha A. Vicario

Making Use of the $5 Million Gift Tax Exclusion Amount – They Say You Can’t Take It with You, But How Do You Give it Away?
- Robert W. Mairs

When and How to Use a Professional Fiduciary
- Daniel R. Lodahl, Mary R. Watson & Daniel J. Steinhagen

What I Wish I Knew: “Must Know” Charitable Gift Concepts for Attorneys and Tax and Financial Advisors
- Angela T. Fogt & Sheryl G. Morrison

Didn’t I See This in a Movie Once?: Sightings of the Professional Responsibility Rules in Film
- Jennifer S. Santini, Joel A. Sommers & Jayne E. Sykora

The Use of Defined Value Clauses for Gifts and Sales of Closely-Held Business Interests
- William S. Forsberg

Recording Deed 101: Everything You Need to Know to Record Your Deed Correctly the First Time
- Suzanne M. Sandahl

Recent Tax Developments
- John R. Bedosky

Attorney-Client Privilege After Death in Probate Litigation: Does the Privilege Survive?
- Rodney J. Mason & Robert A. McLeod

Getting Down to Business: Practical Estate Planning for the Family Business Owner
- Anne L. Bjerken, Sally Stolen Grossman & Jessica B. Johnson

Using Minnesota’s Statutory Short Form Power of Attorney
- Andrew M. Baese

Conveyance of Real Estate with Trust, Probate and Powers of Attorney
- Mark E. Utz

Spendthrift Trusts – Just Because You Have a Trust Doesn’t Mean You Can Spend the Money
- Randall W. Sayers

Trust Protectors
- P. Daniel Donohue

Mental Health and Addiction Issues in Older Adults
- Joan M. Bibelhausen & Roger Svendsen

New Lawyer Panel: “What Law School Didn’t Teach Us”
- Anne L. Bjerken, Wendy M. Brekken, Amy E. Papenhausen, Trisha A. Vicario & Cory R. Wessman

Frequently Encountered Income Tax Issues for Estate Planners
- Kelli A. Enders & Marcia E. Urban

Post-Death Distributions from Retirement Accounts Focused on Distributions to Trusts
- Bryan Jamison

Retirement Considerations
- Roy S. Ginsburg

Give It Back!
- William G. Peterson

Non-Tax Case Law Update
- Barry J. Newman

Take These Two and Call Me in 2013: And Other “Cutting-Edge” Alternative Remedies of Wealth Transfer
- Paul S. Lee

Pressing the Do-Over Button: Strategies for Modifying Wills and Trusts after Formation
- Joshua S. Rubenstein

The Fear Factor – How Good Lawyers Get into Bad Ethical Trouble
- Stuart I Teicher

Innovative Charitable Lead Trust Structures: Bringing Economic Efficiencies to a Wealth Transfer Workhorse
- Paul S. Lee

Estate Planning for Unmarried Couples: Detriment or Opportunity?
- Joshua S. Rubenstein

Dealing with County and State Collection Units to Identify and Settle Medical Assistance Recovery Claims
- Peter M. Hendricks & Julian J. Zweber

“From King Lear to 1000 Acres”: The Problem of Estate Planning for the Farm and the Family
- Thomas M. Hubler & James T. McNary

Using Trusts and Business Entities to “Keep the Cabin in the Family”
- Michael P. Sampson & Cameron R. Seybolt

ACTEC Task Force Dealing with Money Laundering
- David B. Gollin

Gifts and Gift Reporting: Preparing the Form 709
- Eileen M. Day

Brave New World: How to Discuss the Definition of Issue with Clients and Draft Language to Address Various Approaches
- Benjamin C. Carpenter, Sonny F. Miller & Steven H. Snyder