ÿþ<title>Estate Planning for the Small Estate - Schedule and Faculty</title> <table border="0" width="100%" cellspacing="8" cellpadding="0" id="table1"> <tr> <td align="left" valign="top" colspan="2"> <p style="margin-top: 0; margin-bottom: 32px"> <b> <font face="Arial" color="#333333" size="4"> <a target="_blank" href="/Materials/Seminars/51310.pdf"> <img border="0" src="/Materials/Seminars/51310_brochure.jpg" align="right"></a>Estate Planning for the Small Estate (Under $1 Million)</font></b></p> <p style="margin-top: 0; margin-bottom: 6px"> <font face="Arial" color="#CC6633" size="4"> Schedule and Faculty</font></p> <p style="margin-top: 0; margin-bottom: 32px"> <i> <font face="Arial" size="2">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 </font></i><b> <font face="Arial" style="font-size: 9pt">DATES/LOCATION</font></b><i><font face="Arial" size="2"> tab for individual replay start times.</font></i></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">8:30  9:00 a.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">CHECK-IN &amp; CONTINENTAL BREAKFAST</font></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">9:00  10:15 a.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">In the Beginning& Initial Estate Planning Considerations</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">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.</font></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> John D. Reep, Course Chair; Reep Law Office PLLC; Saint Cloud</font></i></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">10:15  10:30 a.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">BREAK</font></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">10:30 a.m.  12:00 p.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">To Probate or Not& Understanding Probate and Using Non-Probate Options</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">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.</font></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Jacqueline M. Schuh; Gray Plant Mooty PA; Saint Cloud</font></i></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">12:00  1:00 p.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">LUNCH (on your own)</font></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">1:00  2:00 p.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">Basic Medical Assistance</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">Qualifying for Medical Assistance, transfer of assets, nursing home and community spouses, homestead property.</font></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Terrie M. Lewis; Terrie Lewis Law Office PA; Edina</font></i></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">2:00  3:00 p.m. </font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">Planning for Incapacity </font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">Using powers of attorney, trusts, and health care directives.</font></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Chad M. Roggeman; Chad M. Roggeman Law Office; Saint Cloud</font></i></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">3:00  3:15 p.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">BREAK</font></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">3:15  4:30 p.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">Common Problems and Possible Solutions</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">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!</font></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Panel discussion with faculty<br>  Moderated by John D. Reep</font></i></p> </blockquote> </td> </tr> <tr> <td align="left" valign="top">&nbsp;</td> <td align="left" valign="top" width="100%"> &nbsp;</td> </tr> </table>