ÿþ<title>Basic Will and Trust Drafting - 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/57210.pdf"> <img border="0" src="/Materials/Seminars/57210_brochure.jpg" align="right"></a>Basic Will and Trust Drafting</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  9:15 a.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">Seminar Overview</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">Seminar chair Patrick J. Gallagher will give an overview of how each of today s topics fits into your will and trust drafting practice. </font></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Patrick J. Gallagher, Ginkel &amp; Gallagher, Woodbury</font></i></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">9:15  10:00 a.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">The Initial Client Interview and Planning with the Effects of Probate in Mind</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">How to prepare for the first meeting, discussing your fees, ethical considerations, educating your client on key concepts, asking the right questions, and developing a plan. </font></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Robert J. Lawton, Jr., Ginkel &amp; Gallagher, Woodbury</font></i></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">10:00  11:00 a.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">Incapacity Planning</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">This session will discuss the tools available for planning for incapacity, including Powers of Attorney for property and finances, Health Care Directives for health care decision-making, Guardianships and Conservatorships, Revocable Trusts, and other common tools. Specific issues to be addressed include:</font></p> <ul> <li> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">the purpose and common use of each tool</font></li> <li> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">alternatives for an incapacitated client</font></li> <li> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">common problems</font></li> <li> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">dangers of misuse</font></li> <li> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">how the various tools are made legal</font></li> <li> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">who should be named as an agent</font></li> <li> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">and validity in other states/countries</font></li> </ul> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Tara D. Mattessich, Moore Costello &amp; Hart PLLP, Saint Paul</font></i></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">11:00  11:15 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">11:15 a.m.  12:15 p.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">Drafting the Basic Will</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">An overview of common and essential clauses for wills. Example clauses will be reviewed against the statutes to help you analyze the effect of certain common will language, and what happens if you rely on the statutory default provisions. </font></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Joel A Sommers, Maslon Edelman Borman &amp; Brand LLP, Minneapolis</font></i></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">12:15  1:15 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">1:15  2:45 p.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">Drafting the Basic Trust</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">What are the fundamental considerations in drafting the basic trust? Is it revocable, irrevocable, inter vivos, testamentary? When do you need to use a revocable trust to achieve your client s estate planning goals? What are some common issues encountered in the drafting process? Now that it is set up, how do you fund the trust?</font></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Matthew J. Shea, Gray Plant Mooty PA, Minneapolis</font></i></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">2:45  3:00 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">3:00  3:30 p.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">A Tax Primer for the Estate Attorney</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">Fundamental tax considerations that need to be accounted for in the estate planning and drafting process. A review of the significant issues from an issue-spotting perspective  learn to recognize larger issues when you see them, what methods to use to evaluate assets, and what common tax issues arise in the estate planning process. </font></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Cameron R. Seybolt, Fredrikson &amp; Byron PA, Minneapolis</font></i></p> </blockquote> <p style="margin-top: 0; margin-bottom: 3px"> <font face="Arial" size="2">3:30  4:00 p.m.</font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 3px"><b> <font face="Arial" size="2">Question and Answer Panel with the Presenting Attorneys</font></b></p> <p style="margin-top: 0; margin-bottom: 3px"><i> <font face="Arial" size="2"> Patrick J. Gallagher, moderator</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>