MINNEAPOLIS
Friday, February 21, 2020
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
See Dates & Locations tab for important seminar delivery information.
Do you know the most important cases in estate planning, probate, and trust law? Are you sure?
Our expert faculty will dive deep into 50 significant cases and explain the holdings and analysis as well as when decided to your advantage. Cases analyzed will include: Margolis, Great Northern Iron Ore Props, Rev. Ruling 85-13, 2008-22, 2004-64, Crummey, Crown/Dickman, Walton, Bongard, Proctor, McKee-Johnson/Karon, Estate of Kinney, Matthews, Congdon, Sangren, Stisser, Torgerson, Kremer, Reay’s Estate, Wilson’s Estate and many more!
Bonus Book!
In addition to the insights of our case law experts at the course, you’ll also receive a detailed summary of each case in a specially formatted book. Each summary includes a quick recap of the facts, the holding, the author’s commentary about the case, and a list of related cases and authorities. The book is the best way to begin your case research. The authors will ensure that you start with the right cases, answer your questions and point you in the right direction for further research.
A day full of insights and a book full of helpful case summaries and practice pointers – get both when you register for this course! It’s the fastest way to ensure the key cases you cite actually mean what you think they mean!
Schedule times below are for the live seminar. Please refer to DATES & LOCATIONS for individual replay start times.
8:30 – 8:55 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
8:55 – 9:00 a.m.
WELCOME & INTRODUCTION
– Katherine A. Charipar, Course Co-Chair
– Diana L. Marianetti, Course Co-Chair
9:00 – 9:20 a.m.
Trust Creation/Public Policy
In re Bush’s Trust, Larkin v. McCabe, and more!
– Amanda N. Juelson
9:20 – 9:40 a.m.
Trust Construction
In Re Trusteeship Under Agreement with Mayo, In re Trust Under Agreement by Wiedemann, and more!
– Julian Zebot
9:40 – 10:30 a.m.
Trustee Duties
Margolis, Great Northern Iron Ore Props, and more!
– Joseph J. Cassioppi
10:30 – 10:45 a.m.
BREAK
10:45 – 11:05 a.m.
Grantor Trust Status and Disregarded Sales
PLR 201949015, Madorin v. C.I.R., and more!
– Cameron R. Seybolt
11:05 a.m. – 12:00 p.m.
Gifting Cases
Estate of Bongard v. Commissioner, Commissioner of Internal Revenue v. Procter, and more!
– Matthew J. Shea & Edward H. Tully
12:00 – 1:00 p.m.
LUNCH (on your own)
1:00 – 1:20 p.m.
Antenuptial Agreements and Spousal Maintenance Waivers
Estate of Kinney, Kremer, and more!
– Katherine A. Charipar
1:20 – 1:40 p.m.
Probate Court Jurisdiction and Venue
Congdon, Sangren, and more!
– Charles K. Maier
1:40 – 2:00 p.m.
Personal Representative and Trustee Fees
Stisser, and more!
– Casey D. Marshall
2:00 – 2:45 p.m.
Contesting a Will
Reay’s Estate, Wilson’s Estate, and more!
– Joy Reopelle Anderson & Brian A. Dillon
2:45 – 3:00 p.m.
BREAK
3:00 – 3:20 p.m.
Testator Intent and Extrinsic Evidence
In the Matter of the Trusts Created in and by the Last Will and Testament of Hartman, and more!
– Denise S. Rahne
3:20 – 3:40 p.m.
Elective Share Rights/Effect of Divorce
Lincoln Benefit, Mony v. Ericson, and more!
– Joshua C. Hillger
3:40 – 4:00 p.m.
Disclaimers
In re Bowman Trust ex re. McCourt, and more!
– Emily A. Unger
4:00 – 4:20 p.m.
Income Tax
Fielding, v. Kaestner 1992 Family Trust, and more!
– Andrew T. Howard
4:20 – 4:30 p.m.
Questions & Answers
IN-PERSON LIVE PRESENTATION
Friday, February 21, 2020
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
IN-PERSON REPLAYS
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 – 3/4/20 (Check-In 8:30; Replay 9:00)
Minneapolis – 3/20/20 (Check-In 8:30; Replay 9:00) – Cancelled
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street and Nicollet Mall, Third Floor City Center
Alexandria – 3/27/20 (Check-In 8:30; Replay 9:00) – Cancelled
Douglas County Courthouse, Jury Assembly Room
305 Eighth Avenue West
Duluth – 3/20/20 (Check-In 8:30; Replay 9:00) – Cancelled
Pier B Resort, Pilot House Boardroom
800 West Railroad Street
Mankato – 3/27/20 (Check-In 9:00; Replay 9:15) – Cancelled
Farrish Johnson Law Office
1907 Excel Drive
Moorhead – 4/9/20 (Check-In 9:00; Replay 9:15) – Cancelled
Moorhead Public Library
118 Fifth Street South
Rochester – 3/24/20 (Check-In 8:30; Replay 9:00) – Cancelled
Samaritan Bethany
24 Eighth Street Northwest
St. Cloud – 4/7/20 (Check-In 8:15; Replay 8:30) – Cancelled
Rinke Noonan Law Firm
1015 West St. Germain Street
Virginia – 3/27/20 (Check-In 8:30; Replay 9:00) – Cancelled
Sipila Law Office
412 First Street South
Walker – 4/17/20 (Check-In 8:30; Replay 9:00) – Cancelled
Cass County Courthouse
300 Minnesota Avenue
Willmar – 4/3/20 (Check-In 8:30; Replay 9:00) – Cancelled
Anderson Larson Hanson & Saunders
331 Third Street Southwest
In-Person Live: $195 MSBA member / $195 paralegal / $245 standard rate
In-Person Replay: $175 MSBA member / $175 paralegal / $225 standard rate
Other discounts that may apply:
Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.
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.
All attendees receive The Estate Planning, Probate & Trust Law 50 – a specially-formatted book containing a detailed summary of each case discussed. Each summary includes a quick recap of the facts, the holding, the author’s commentary about the case, and a list of related cases and authorities.
Can't attend? The The Estate Planning, Probate & Trust Law 50 is available for $75 (plus tax and handling). To order, call Minnesota CLE at 800-759-8840. Available in hard copy. Orders will be filled after the live seminar.
