8:25 – 8:55 a.m.
JOIN ONLINE

8:55 – 9:00 a.m.
WELCOME & INTRODUCTION

9:00 – 10:00 a.m.
Transferring Real Property to the Next Generation Without a Probate – TODDs, Life Estates, Living Trusts or Joint Ownership?
Avoiding probate is often the primary objective for estate planning clients. This session will cover the most common ways of avoiding probate for real estate and will discuss the advantages and disadvantages of each technique from the point of view of achieving the objectives of avoiding probate and sheltering assets against nursing home expense.
– Julian J. Zweber

10:00 – 10:05 a.m.
BREAK

10:05 – 11:05 a.m.
Medical Assistance Fundamentals for Real Estate and Estate Planning Attorneys

• The intersection of disability planning, probate avoidance, and long-term care (planning for MA).
• Lifetime gifts or transfer of real estate and implications for MA benefits including lookback periods for eligibility, penalties/periods of ineligibility, risks associated with transfers, taxes, etc.
• MA Estate Recovery (effect of TOD, life estate, and quit claim deeds).
• Disclaimers – Beware!

– Jill M. Sauber

11:05 – 11:10 a.m.
BREAK

11:10 a.m. – 12:10 p.m.
Using TODDs to Transfer Real Estate – Current Issues and Avoiding Missteps
This session will cover best practices for using transfer on death deeds to transfer real estate as part of an estate plan, including how lawyers can avoid making mistakes when drafting TODDs. It will also address recent issues and other TODD developments, as well as common TODD questions asked by attorneys.
– Jennifer L. Carey

12:10 – 1:00 p.m.
LUNCH BREAK

1:00 – 2:00 p.m.
Everything the Examiner of Titles Wants You to Know About Transferring Real Estate
– Wayne D. Anderson & Kimberly E. Brzezinski

2:00 – 2:05 p.m.
BREAK

2:05 – 3:05 p.m.
Keeping the Cabin in the Family: Tools for Real Estate and Estate Planning Practitioners
For many Minnesotans, there is a desire to keep their cabin “within the family.” For practitioners, there are several tools available to accomplish this objective, and this session will cover some of the more common methods to pass a family cabin down through successive generations.
– Jeffrey C. O’Brien

3:05 – 3:10 p.m.
BREAK

3:10 – 4:10 p.m.
So You Couldn’t Avoid Probate…What to Do When Probate Proceedings  Are Required for Residential Real Estate
Despite planning (or lack thereof) there are times when probate proceedings can’t be avoided. These important steps will be discussed:

• Securing property;
• Due diligence preliminary investigations to determine whether the estate might be insolvent and probate proceedings uneconomic;
• Potential options – balancing time, money, and estate needs;
• Listing and purchase contract considerations: deed types, seller’s disclosures;
• Special circumstances – negative equity, personal property gone wild (AKA hoarders); and more.

– Robert L. Russell

LIVE SIMULCAST
Tuesday, January 25, 2022
Attend online

$195 MSBA members / $195 paralegals / $245 standard rate

Other discounts that may apply:

• Season Pass Discount
• New Lawyer Discount

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.