THE MINNESOTA TAXABLE ESTATE: DRAFTING WITH THE END IN MIND
Live In-Person Seminar
ITEM #:  1034412101   |   EVENT CODE:  332909    |   CREDIT STATUS:  APPROVED
MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

Tuesday, December 8, 2020

9:00 AM - 12:15 PM   |   Check-In:  8:30 AM

LIVE ONLINE ONLY – NO IN-PERSON ATTENDANCE
In-Person Passholders – You may use your Pass to register for the live webcast at no charge.

The Minnesota Taxable Estate: Drafting with the End in Mind

Providing valuable insights on the complex issues facing estate planning attorneys today

In-Depth Discussion of Practical Estate Planning and Drafting Issues and Forms
This program is the first in a series of four helpful half-day courses on Drafting Wills & Trust Agreements Forms. Each course in this series will be based on realistic client scenarios. See the Schedule & Faculty tab for more information on the scenarios and topics that will be covered at this session.


See also these programs in the Drafting Wills & Trust Agreements Forms Series:

The Minnesota Taxable Estate: The End Is Just the Beginning – Administering the Plan
The Blended Family: Drafting with the End in Mind
The Blended Family: The End Is Just the Beginning – Administering the Plan

8:30 – 9:00 a.m.
JOIN ONLINE


9:00 a.m. – 12:15 p.m.
(includes one 15-minute break)

Panel Session

Scenario 1A
John (75) and Jane (74) Doe, married with three adult children, $5M estate

  • John has $2.5M IRA 
  • Homestead $600K – no mortgage – titled jointly
  • Condo in Florida $400K – no mortgage – titled jointly
  • Joint brokerage account $850K
  • Jane has $200K IRA
  • Recreational vehicles $100K
  • Checking/Savings – $150K – titled jointly
  • Spendthrift issues with one child

What are the pros/cons of each type of plan? What steps does the drafter need to take to help ensure the chosen plan will work the way the client wishes? What are the various provisions within the documents that could be used? 

Panelists will walk through utilizing various plans from the Drafting Wills and Trust Agreements Deskbook, namely: 

  • Disclaimer Wills
  • Maritalized Trusts
  • Joint Trust

– Andrea S. Breckner; Olson & Breckner, P.A.; Minneapolis
– Alison J. Midden; Taft Stettinius & Hollister LLP; Minneapolis
– Michael P. Sampson; Maslon LLP; Minneapolis
– Cameron R. Seybolt; Fredrikson & Byron, P.A.; Minneapolis

$155 MSBA members / $155 paralegals / $175 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 3.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 3.0 credits.

Seminar materials will consist of the difficult and confusing clauses from each of the forms to be discussed, as well as practice pointers related to the type of client that is the subject of the session. The forms themselves are not included. 

Purchase the Drafting Wills & Trust Agreements Deskbook for 25% off on the day of the seminar and have all of the forms at your fingertips! A coupon code will be provided to attendees during the seminar.

MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

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