8:30 – 9:00 a.m.

CHECK-IN & CONTINENTAL BREAKFAST

9:00 – 9:45 a.m.

Getting Started – An Overview of the Estate Administration Process

• probate vs. non-probate property

• testacy vs. intestacy

• intestacy statutes

• the attorney-client relationship as an estate administration begins

– Referee Dean M. Maus; Hennepin County Probate Court; Minneapolis

9:45 – 10:30 a.m.

Opening the Estate

• analysis of formal and informal opening

• initial documentation

• informal commencement

• inventory and recordkeeping

– Lori D. Skibbie, Course Chairperson; Estate & Elder Law Services; Minneapolis

10:30 – 10:45 a.m.

BREAK

10:45 – 11:30 a.m.

Creditor’s Claims

• definition of claims

• assets subject to claims

• procedural issues

• time limits

• creditor’s rights

• insolvent estates

– Rodney J. Mason; Attorney at Law; Saint Paul

11:30 a.m. – 12:00 p.m.

Question and Answer Session with the Morning’s Presenters

Join our morning’s presenters as they take your questions on the material covered plus provide their insights and tips on best practices.

– Moderated by Lori D. Skibbie

12:00 – 1:00 p.m.

LUNCH (on your own)

1:00 – 1:45 p.m.

Handling Real Estate

• an overview of the powers of the Personal Representative

• encumbrances

• life estates

• the MA notice

• managing real estate

• selling real estate

• closing issues

• distribution of interests

– Mary Frances M. Price; Maser Amundson & Price, PA; Minneapolis

1:45 – 2:30 p.m.

Contests, Compromises and the Spousal Elective Share

Will construction including:

• intent

• statutory rules of construction

• common law rules of practical construction

Will contests including:

• jurisdiction and venue

• commencement

• expenses

• proof and evidence

• settlements and ADR

• analysis of the elective share

– Robert A. McLeod; Lindquist & Vennum PLLP; Minneapolis

2:30 – 2:45 p.m.

BREAK

2:45 – 3:30 p.m.

Closing and Distribution of Assets

• prerequisites for closing

• deadlines

• the final account

• informal closings

• formal closings

• correcting mistakes

• distribution

• discharge of the Personal Representative

– Susan A. King; Maser Amundson & Price, PA; Minneapolis

3:30 – 4:00 p.m.

Miscellaneous Procedures

• collecting personal property by affidavit

• the use of summary proceedings

• the use of subsequent administration

• determination of descent and notice of homestead claim

• an overview of ancillary administration

– Allison J. Frasier; Maser Amundson & Price, PA; Minneapolis

4:00 – 4:30 p.m.

Question and Answer Session with the Afternoon’s Presenters

Join our afternoon’s presenters as they take your questions on the material covered plus provide their insights and tips on best practices.

– Moderated by Lori D. Skibbie