MINNEAPOLIS
Wednesday, February 15, 2023
3:00 PM - 6:15 PM | Check-In: 2:30 PM
Minnesota CLE Conference Center
600 Nicollet Mall # 370
3rd Floor, City Center
Minneapolis, MN 55402
In-Depth Discussion of Practical Estate Planning and Drafting Issues
This program is the first in a series of four helpful half-day courses focusing on the forms in Minnesota CLE's Drafting Wills & Trust Agreements Deskbook with eFormbook.
Join our faculty as they examine the rationale behind the boilerplate provisions in the will and trust forms. They'll discuss the circumstances for using various miscellaneous clauses and provide practice pointers along the way.
See also these programs in the 2023 Drafting Wills & Trust Agreements Forms Series:
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 a.m. – 12:15 p.m.
includes one 15-minute break
Fiduciary and General Governing Provisions and Miscellaneous Clauses
This session takes an in-depth view of the Fiduciary Provisions from Article 7 and the General Governing Provisions of Article 8 of the Maritalized Family Trust Will (Chapter 9). It will also include a review of the Miscellaneous Clauses: House Trust, Powers of Trustee over 529 Plans, Trust Protector, Directed Trust, and Cost of Living Adjustments, Equalization Clauses for lifetime gifts and debt owed by beneficiary and Education Trust.
– Andrea S. Breckner; Olson & Breckner, P.A.; Minneapolis
– Jen Santini; Sykora & Santini PLLC; Minneapolis
– Jayne Sykora; Sykora & Santini PLLC; Minneapolis
– Ruthanne Hedstrom Vos; Mathison & Vos PLLC; Grand Marais
LIVE IN-PERSON
Wednesday, February 15, 2023
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAY
Wednesday, March 8, 2023
Attend online
A moderator will be available to answer questions by email.
$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 helpful practice pointers and tips. The forms themselves are not included.
Pre-order the NEW 9th edition of the Drafting Wills & Trust Agreements Deskbook with eFormbook for 25% off and have all of the forms at your fingertips! To take advantage of this offer, call Minnesota CLE at 800-759-8840. Offer good until April 1, 2023.
