FEBRUARY 22 SEMINAR NO LONGER IN PERSON
The February 22 seminar will be presented LIVE ONLINE rather than in person.
MINNEAPOLIS
Wednesday, February 22, 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
The February 22 seminar will be presented LIVE ONLINE rather than in person.
In-Depth Discussion of Practical Estate Planning and Drafting Issues
This program is the third in a series of four helpful half-day courses focusing on the forms in Minnesota CLE's Drafting Wills & Trust Agreements Deskbook with eFormbook.
In this seminar, our faculty will discuss how to choose between the Joint Revocable Trust and two Separate Trusts. They'll also cover the differences between the disclaimer-based plan and the formula-driven plan for each approach.
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
Planning for Married Couples: Joint Revocable Trusts vs. Two Separate Revocable Trusts
A discussion of each approach and the differences between the disclaimer-based plan and the formula-driven plan for each approach. We will also discuss balancing assets between spouses and provide examples and illustrations using flowcharts.
– Alison J. Midden; Taft Stettinius & Hollister LLP; Minneapolis
– Jayne Sykora; Sykora & Santini PLLC; Minneapolis
– Paula J. Stumne; Bremer Wealth; Minneapolis
LIVE IN-PERSON
NOW BEING PRESENTED LIVE ONLINE
Wednesday, February 22, 2023
Attend onlineMinnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAY
Wednesday, March 15, 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.
