Estate Planning for the Small Estate (Under $1 Million)
Schedule and Faculty
Schedule times listed below are for the live seminar. Times for replays may differ due to varied start times and abbreviated lunch and break periods. Please refer to the DATES/LOCATION tab for individual replay start times.
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 10:15 a.m.
In the Beginning…Initial Estate Planning Considerations
Gathering information about client’s needs and goals, interviewing, and avoiding ethical problems. Includes a simple no-nonsense questionnaire and checklist and a review of helpful online resources.
– John D. Reep, Course Chair; Reep Law Office PLLC; Saint Cloud
10:15 – 10:30 a.m.
BREAK
10:30 a.m. – 12:00 p.m.
To Probate or Not…Understanding Probate and Using Non-Probate Options
Basic probate and intestate succession. Transferring real estate and joint tenancy. Using beneficiary designations, life insurance, joint tenancy, payable on death (POD), Uniform Transfers to Minor’s Act (UTMA) accounts, and transfer on death accounts. And what you need to know about Transfer on Death Deeds (TODDs) and how to use them.
– Jacqueline M. Schuh; Gray Plant Mooty PA; Saint Cloud
12:00 – 1:00 p.m.
LUNCH (on your own)
1:00 – 2:00 p.m.
Basic Medical Assistance
Qualifying for Medical Assistance, transfer of assets, nursing home and community spouses, homestead property.
– Terrie M. Lewis; Terrie Lewis Law Office PA; Edina
2:00 – 3:00 p.m.
Planning for Incapacity
Using powers of attorney, trusts, and health care directives.
– Chad M. Roggeman; Chad M. Roggeman Law Office; Saint Cloud
3:00 – 3:15 p.m.
BREAK
3:15 – 4:30 p.m.
Common Problems and Possible Solutions
Identifying and solving some planning issues which tend to come up again and again. Practical tips and solutions, a war story or two, some brief hypothetical scenarios, and plenty of time for questions and answers from the attendees. This is not to be missed – a rollicking good time!
– Panel discussion with faculty
– Moderated by John D. Reep