Monday, June 10

7:15 – 7:50 a.m.

CHECK-IN & CONTINENTAL BREAKFAST

7:50 – 8:00 a.m.

WELCOME & INTRODUCTION

8:00 – 8:45 a.m.

2019 Non-Tax Case Law Update
A review of all Minnesota published and unpublished probate and trust cases and national published probate and trust cases that provide relevant insight to our practice of law in Minnesota.
Robert A. McLeod

8:45 – 9:45 a.m.

The 1846 Last Will of John Sutton: What’s New and Not So New in the World of Drafting Wills and Contest Litigation
Terrence M. Franklin

9:45 – 10:15 a.m.

NETWORKING BREAK

10:15 – 11:15 a.m.

SUPER BREAKOUT A

106
What Every Paralegal Must Know About Estate Administration
Paralegal Track - Not for Attorney CLE credit
Preparing documents for personal representation, including:

• How-To Tips
• What Forms to Use
• Do You Need to Start a Probate Administration?

Cynthia R. Costello & Susan J. Link

11:15 – 11:30 a.m.

BREAK

11:30 a.m. – 12:30 p.m.

BREAKOUT SESSION B

210
The Ethical Paralegal: Your Guide to Compliance with Legal Ethical Rules
Paralegal Track - Not for Attorney CLE credit
Learn more about the ethical obligations of paralegals in estate planning and administration. This course will include an overview of the statutes governing paralegals in their roles with clients, the court, and third parties, as well as a discussion of do’s and don’ts.
Amy M. Halloran & Lynda Nelson

12:30 – 1:30 p.m.

INSTITUTE LUNCHEON (provided)

1:30 – 2:30 p.m.

BREAKOUT SESSION C

310
What Every Paralegal Must Know About Fiduciary Income Taxes
Paralegal Track - Not for Attorney CLE credit
What information is needed to successfully prepare fiduciary income tax returns; How to spot errors; Helping the personal representative administer the estate from start to finish.
Erin A. Donovan

2:30 – 2:45 p.m.

BREAK

2:45 – 3:45 p.m.

BREAKOUT SESSION D

410
Taking Legal Writing to the Next Level – For Paralegals
Paralegal Track - Not for Attorney CLE credit
Karin Ciano

3:45 – 4:00 p.m.

BREAK

4:00 – 5:00 p.m.

BREAKOUT SESSION E

509
How to Handle Creditors’ Claims Against the Estate
This session will cover best practices for handling creditor’s claims against the estate, including what constitutes a "claim" in Minnesota, how to give proper notice of probate to potential creditors, how to pay legitimate claims, and what to do if the estate is insolvent, as well as how to protect the estate from barred or improperly submitted claims.
Ivory S. Umanah

5:00 p.m.

JOIN YOUR FRIENDS AND COLLEAGUES AT 5:00 P.M. FOR THE INSTITUTE RECEPTION

In-Person Live Presentation
Monday, June 10, 2019
Saint Paul RiverCentre
175 West Kellogg Boulevard
Saint Paul, MN 55102

In-Person Replays
There are no in-person replays.

Hampton Inn & Suites Downtown St. Paul – $149
200 West 7th Street
Saint Paul, MN 55102
651-224-7400 

Holiday Inn St. Paul Downtown – $142
175 West 7th Street
Saint Paul, MN 55102
651-225-1515

The Saint Paul Hotel – $169
350 Market Street
Saint Paul, MN 55102
651-292-9292

$245 paralegals and legal assistants only

Other discounts that may apply:

• Season Pass Discount

Scholarships available!
Minnesota CLE maintains a scholarship program for those individuals with a financial need. For more information or to obtain a scholarship application, contact Grant at 651-254-2111 or gdavies@minncle.org.

This Paralegal Track course does NOT qualify for attorney CLE credit. Paralegals may apply for continuing education credits on their own.