In-Person Live Seminar
ITEM #:  1029502001   |   EVENT CODE:  277859    |   CREDIT STATUS:  APPROVED
This seminar is not currently available for online purchase


Tuesday, September 24, 2019

8:55 AM - 4:30 PM   |   Check-In:  8:30 AM

Minnesota CLE Conference Center

600 Nicollet Mall # 370

3rd Floor, City Center

Minneapolis, MN 55402

Real Estate Strategies for Estate Planning and Medical Assistance Practitioners

Your Real Estate Questions, Answered.

What every estate planner must know about real estate law, including:

  • Transfer on Death Deeds
  • Mechanics of Real Estate Transfers
  • How to Keep the Cabin in the Family
  • Drafting Considerations
  • And More!

Schedule times below are for the live seminar. Please refer to DATES & LOCATIONS for individual replay start times.

8:30 – 8:55 a.m.

8:55 – 9:00 a.m.
Welcome and Introduction
– Jeffrey C. O’Brien
– Jill Sauber

9:00 – 10:00 a.m.
Types of Real Estate Ownership: An Overview

  • Trusts
  • Limited Liability Corporations
  • Joint Real Estate Ownership
  • General Ownership

– Cameron R. Kelly

10:00 – 11:00 a.m.
Mechanics of Real Estate Transfers
This session will include a discussion on transfers for non-consideration between spouses, and transfers after death (including Medical Assistance Estate recovery). The importance of warranty deeds, quit claim deeds, and legal descriptions in the estate planning process will also be covered.
– Nancy Landmark

11:00 – 11:15 a.m.

11:15 a.m. – 12:15 p.m.
Transfer on Death Deeds
TODDs are a valuable probate-avoidance planning tool, and have practical applications in both estate, tax, and MA planning, but TODDs are not a onesize- fits-all solution for clients with real estate. This session will demystify Transfer on Death Deeds (or TODDs) and go through the requirements for effective TODDs, forms for practitioners to use, important discussion topics when advising Grantor Owners about TODDs, implications of multiple Grantee Beneficiaries, and common issues surrounding TODDs.
– Jill Sauber

12:15 – 1:15 p.m.
LUNCH (on your own)

1:15 – 1:45 p.m.
5 Reasons to Use a TODD... and 5 Reasons Not To
There are several reasons to use a TODD, especially to avoid probate proceedings. However, disadvantages, such as a public record upon recording and lack of beneficial tax consequences, do exist. Join us for a thorough discussion on the pros and cons of this popular tool.
– Kimberly A. Prchal

1:45 – 2:45 p.m.
Keeping the Cabin in the Family
This session will cover several different strategies to keep a cabin or second home within the family, including family trusts, family LLCs, co-tenancy agreements, and more.
– Jeffrey C. O’Brien

2:45 – 3:00 p.m.

3:00 – 4:00 p.m.
Drafting Considerations in Real Estate Documents: What Estate Planning and Medical Assistance Lawyers Need to Know
There are a lot of things that can be done wrong when deeds are drafted. This seminar will discuss important techniques to avoid mistakes. Topics to be covered include:

  • Using the formal legal description and where to obtain it
  • How to designate a married owner(s)
  • How to draft for a fiduciary signing deeds using power of attorney, trust, etc.
  • And more!

– Amy McGinn

4:00 – 4:30 p.m.
Ask the Experts: Real Estate Q&A Panel
Bring your most intriguing (or simple) questions for this knowledgeable panel of your peers.
– Jeffrey C. O’Brien, moderator

Tuesday, September 24, 2019
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

Schedule times for replays may differ from those for the live program. Start times are as indicated below. Please register at least one week in advance to secure your copy of the course materials on the day of the seminar.

Minneapolis – 10/14/19 (Check-In 8:30; Replay 9:00)
Minneapolis – 11/5/19 (Check-In 8:30; Replay 9:00)
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street and Nicollet Mall, Third Floor City Center

Brainerd – 11/22/19 (Check-In 9:00; Replay 9:15)
Brainerd Public Library
416 South Fifth Street

Duluth – 11/8/19 (Check-In 8:30; Replay 9:00)
Pier B Resort
800 West Railroad St., Pilot House Boardroom

Moorhead – 11/6/19 (Check-In 9:00; Replay 9:15)
Moorhead Public Library
118 Fifth Street South

Park Rapids – 10/25/19 (Check-In 8:45; Replay 9:00)
Hubbard County Courthouse
301 Court Street, Division 2 Courtroom

Saint Cloud – 11/7/19 (Check-In 8:15; Replay 8:30)
Rinke Noonan Law Firm
1015 West Saint Germain Street

Willmar – 10/29/19 (Check-In 8:45; Replay 9:00)
Anderson Larson Hanson & Saunders
331 Third Street Southwest

In-Person Live:  $245 MSBA members / $245 paralegals / $295 standard rate
In-Person Replay:  $225 MSBA members / $225 paralegals / $275 standard rate

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. Most scholarships awarded are 50% off the seminar price. For further information or to obtain a scholarship application, contact us at 800-759-8840 or

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.0 credits.

Included in registration fee.

Can't attend? The course materials are available for $75 (plus tax and handling). To order, call Minnesota CLE at 651-227-8266 or 800-759-8840. Available in hard copy. Orders will be filled after the live seminar.