2024 PROBATE AND TRUST LAW SECTION CONFERENCE
Institute
ITEM #:  1045542401   |   EVENT CODE:  505615
MEMBER PRICE
$545.00
STANDARD PRICE
$645.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE REPLAY NOTE
Online replay includes all plenary sessions and selected breakout sessions.

SAINT PAUL

Monday, June 10, 2024 - Tuesday, June 11, 2024

8:45 AM - 5:00 PM   |   Check-In:  8:00 AM

St Paul RiverCentre

175 W Kellogg Blvd

Saint Paul, MN 55102

WATCH: Preview

2024 Probate and Trust Law Section Conference

Minnesota’s Biggest and Best Estate Planning Event!


The 2024 Probate and Trust Law Section Conference Features:

  • NEW Developments – Annual Updates on New Laws, New Rules, New Cases and New Trends
  • More than 40 Sessions – All Designed to Provide Practical Analysis, Tips and Strategies
  • Helpful Written Materials and Resources
  • Online Access to View Selected Sessions for One Year Afterward (for educational content, not additional CLE credit)
  • 5 Bonus Post-Conference Webcasts
  • Opportunities to Connect with Colleagues in a Fun Conference Setting
  • And Much More!


3 Prominent National Experts Join Forces with a Talented Local Faculty:

G. Michelle Ferreira
Co-Chair of Global Tax Practice
Greenberg Traurig, LLP
San Francisco, California

Justin Miller
National Director of Wealth Planning
Evercore Wealth Management
San Francisco, California

Diana S.C. Zeydel
Chair of the Private Wealth Services Practice
Greenberg Traurig, LLP
Miami, Florida

Join Your Friends and Colleagues at the 50th Annual Probate & Trust Law Section Conference!

All times listed are CDT.

ONLINE REPLAY NOTE:
Online replay includes all plenary sessions and the selected breakout sessions highlighted in yellow below.



Day 1 – Monday, June 10, 2024


8:00 – 8:45 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
Sponsored by Huntington Private Bank


8:45 – 9:00 a.m.
WELCOME & ANNOUNCEMENTS
– Jason W. Schuller


9:00 – 9:45 a.m.
2024 Non-Tax Case Law Update
An in-depth review of all Minnesota published and unpublished probate and trust cases and national published and unpublished probate and trust cases that provide relevant insight to our practice of law in Minnesota.
– Robert A. McLeod 


9:45 – 9:50 a.m.
BREAK


9:50 – 10:20 a.m.
2024 Legislative Update
A fast-paced review of estate planning related developments in the 2024 legislative session.
– Cameron R. Kelly & J. Steve Nys 


10:20 – 10:30 a.m.
BREAK


10:30 – 11:30 a.m.
2 Critical Updates: The SECURE Act and the Corporate Transparency Act

  • SECURE Act Update
    – Bryan Jamison
  • Corporate Transparency Act Update
    – Joel A. Sommers & Bradley A. Pederson


11:30 – 11:40 a.m.
BREAK


11:40 a.m. – 12:25 p.m.
2024 Tax Law Update
Three experts highlight recent developments in tax law of interest to all trust and estate lawyers. 
– Andrew T. Howard & Justin Miller
– Tessa R. Mielke (moderator)


12:25 – 12:35 p.m.
SECTION MEETING & ANNOUNCEMENTS
– Jason W. Schuller


12:35 – 1:30 p.m.
CONFERENCE LUNCHEON
Luncheon sponsored by Capital First Trust Company
Dessert sponsored by Saint Paul & Minnesota Foundation


1:30 – 2:30 p.m.
BREAKOUT SESSION A

101
Your First Client: Using the Initial Client Interview to Inform the Estate Plan

– Letty M-S Van Ert

102
E-Wills Refresher and Practical Applications

– Benjamin J. Francis, Cameron R. Kelly & J. Steve Nys

103
Distributable Net Income: DNI Is Slightly Less Complicated Than DNA

– Justin Miller

104
Ancillary Probates and Alternatives

– Jennifer S. Santini & Jayne E. Sykora

105
Hot Topics in Estate Mediation

1.0 ADR credit applied for
– Elizabeth V. Cutter, Christopher M. Roe & Referee Lori D. Skibbie
– Chris Tymchuck (moderator)

106
Crimes Against the Elderly: What to Look for and How to Take Action

– Susan B. Crumb


2:30 – 2:45 p.m.
POPCORN BREAK
Sponsored by Security Bank & Trust Co. 


2:45 – 3:45 p.m.
BREAKOUT SESSION B

201
Your First Will and Trust: Key Considerations When Drafting Your First Will and Trust

– Omni N. Kiecker

202
How to Incorporate Life Insurance Planning into Estate Plans

– Chad A. Carr & Timothy D. Foster

203
Navigating Generosity: Unpacking the ABCs of Charitable Giving Through CRTs, CLTs, PFFs, and DAFs

– Jesse M. Sheedy & Kelly Q. Webster
– Kevin J. Rockwell (moderator)

204
2024 Title Examiners Panel: Real Estate Title Examination Issues Unique to Probate and Trust Matters

– Dulcie M. Brand, Jody L. McGinley & Thomas W. Reed
– Matthew J. Foli (moderator)

205
What Is a Creditor Claim Anyways? Tips, Traps and Tribulations of Estate and Trust Creditor Claims

– Joshua C. Hillger

206
Using Partition Actions to Cure Messed Up Estate Plans

– Charles (Huck) Andresen & Kimberly A. Prchal


3:45 – 4:00 p.m.
ICE CREAM BREAK
Sponsored by South Dakota Trust Company LLC


4:00 – 5:00 p.m.
BREAKOUT SESSION C

301
Your First Health Care Directive and Power of Attorney

– Melissa Hagstrum Bayne

302
A Closer Look at the SECURE Act in 2024

– Bryan Jamison

303
Intergenerational Split-Dollar Life Insurance Following Cahill, Morrissette and Levine

– G. Michelle Ferreira & Shane Swanson

304
2024 Probate Panel: Reviewing and Resolving the Latest Issues in Probate Administration

– Andrea S. Breckner, Daniel R. Donovan, Laura E. Halferty, Tina M. Johnson & Lindy C. Scanlon
– Susan J. Link (moderator)

305
The New Minnesota Rule 114: 14 Questions and Answers About the New Rule

1.0 ethics credit applied for
1.0 ADR credit applied for

– Leslie Sinner McEvoy

306
What to Do with a Bad Personal Representative or Trustee: Assessing the Tools in Your Legal Toolbox

– Brian A. Dillon, John A. Wehrly & Julian C. Zebot


5:00 p.m.
RECEPTION
Join your friends and colleagues for the Conference Reception
Sponsored by Wells Fargo Private Bank



Day 2 – Tuesday, June 11, 2024


7:30 a.m.
CONTINENTAL BREAKFAST


8:00 – 9:00 a.m.
BREAKOUT SESSION D

401
Your First Probate: How to Manage Important Timelines and Deadlines

– Amy E. Erickson & Amanda J. Kruse

402
Family Matters: Estate Planning Approaches for Blended Families

– Courtney R. Sebo Savica

403
A Closer Look at Recent Court of Appeals Decisions Involving Farmland: Lessons, Best Practices and Drafting Tips

– James T. McNary

404
2024 Trust Officer Panel

– John Kvamme, Teresa B. Molinaro, Jay M. Olson & Marcia E. Urban
– Kiley E. Petty Henry (moderator)

405
Should You Take the Case? How to Evaluate Potential Cases (and Clients)

– Caitlin E. Abram, Katherine A. Charipar, Denise S. Rahne & Anne E. Rondoni Tavernier
– Diana L. Marianetti (moderator)


9:00 – 9:15 a.m.
BREAK


9:15 – 10:15 a.m.
BREAKOUT SESSION E

501
Your First Irrevocable Trust

– Jayne E. Sykora

502
2024 Medical Assistance Update

– Amber M. Hildebrandt & Julian J. Zweber

503
Drafting GRATs, SLATs, IDGTs and Other Irrevocable Trusts

– Diana S.C. Zeydel

504
Estate Administration of Agricultural Assets

– Shari P. Fischer & Jennifer L.J. Gilk

505
The Supervision of Charitable Trusts

– Heather Caulkins & Carol R. Washington

506
Generative AI: The Good, the Bad and the Ugly for Your Law Practice

– Todd C. Scott


10:15 – 10:30 a.m.
BREAK


10:30 – 11:30 a.m.
BREAKOUT SESSION F

601
New Lawyer Panel: Advice, Dos and Don’ts, Q and A and Resources

– Spencer C. Butts, Andy Gregory & Emily Valentine-Grimm
– Kimberly A. Prchal (moderator)

602
The 2024 Small Estates Panel: Current Problems and Solutions in Planning for the Small Estate

– Brandon J. Edmundson, Taylor N. Kaspar & Susan L. Waldie
– James T. McNary (moderator)

603
2024 Large Estates Panel: Planning in Uncertain Economic Times

– Jennifer A. Lammers, Lauren Winter Routhier & Edward H. Tully
– Michael P. Sampson (moderator)

604
Strategies for Farm Succession and Estate Tax Planning in a Time of Rising Land Values

– Christopher J. Kamath

605
Advising Individual Trustees in Trust Administration: How to Avoid Common Mistakes and Problems

– Andrew M. Baese

606
Exit Strategies for Retiring Lawyers

– Roy S. Ginsburg


11:30 – 11:45 a.m.
SNACK BREAK
Sponsored by Cornerstone Private Asset Trust Company, LLC


11:45 a.m. – 12:45 p.m.
BREAKOUT SESSION G

701
Minnesota’s New Cannabis Laws Explained

– Craig A. Buske & Jared M. Reams 

702
The Generation Skipping Transfer Tax: Practical Solutions to Complex Problems

– Jennifer A. Ede & Sonny F. Miller

703
How to Prepare Estate Tax Returns for Farmers

– Lisa J. Bowen, Hans K. Carlson & Jennifer L.J. Gilk 




View 5 Free Post-Conference Webcasts – Earn 5 Extra Credits!

The learning continues even when the Conference is over! Following the Conference, all attendees may view 5 live webcasts for free and receive 5 additional CLE credits – 3 ethics and 2 elimination of bias. Instructions for how to register will be distributed at the Conference. 

2024 Attorney Discipline Update: Lessons for Lawyers
Tuesday, July 2   |   2:00 – 3:00 p.m.
1.0 ethics credit applied for
– Susan M. Humiston 

How to Manage Conflicts and Confidentiality Issues in Probate and Trust Matters
Tuesday, July 9   |   12:00 – 1:00 p.m.
1.0 ethics credit applied for
– Aram V. Desteian & Benjamin H. Formell

Networking Professionally and Ethically
Wednesday, July 10   |   12:00 – 1:00 p.m.
1.0 ethics credit applied for
– Roy S. Ginsburg

Elimination of Bias: Understanding and Working with Neurodivergent Clients and Colleagues
Thursday, July 11   |   2:00 – 3:00 p.m.
1.0 elimination of bias credit applied for
– Yemaya Hanna, Katherine E. Rollins, Rachel T. Schromen & Robert M. Schuneman
– Joan M. Bibelhausen (moderator)

Elimination of Bias: Navigating Diverse Cultural Expectations and Approaches to Wealth Transfer
Friday, July 12   |   9:00 – 10:00 a.m.
1.0 elimination of bias credit applied for
– Obinna E. Chukwu, Peter C. Hennigan & Viet-Hanh S. Winchell
– Evan A. Nelson (moderator)

LIVE IN-PERSON
Monday & Tuesday, June 10-11, 2024
Saint Paul RiverCentre
175 West Kellogg Boulevard
Saint Paul, Minnesota

LIMITED ONLINE REPLAY
Thursday & Friday, June 27-28, 2024
Attend online
Online replay includes all plenary and selected breakout sessions as indicated in the schedule. A moderator will be available to answer questions by email.

For Attendees of the In-Person Institute:
Minnesota CLE has established room rates with the hotels listed below. Be sure to identify yourself with Minnesota CLE’s 2024 Probate and Trust Law Section Conference to get the best rate, and make your reservations early to ensure room/rate availability. 


Saint Paul Hotel
$149.00 (plus tax)
350 Market Street
St. Paul, MN 55102
651-292-9292
To make reservations:
Visit the Saint Paul Hotel website at www.saintpaulhotel.com. Click on Reservations and enter the following information:

  • Arrival & Departure Dates
  • Rate Type – select “I HAVE A CODE” & then select “GROUP”
  • Code – 9822641
  • Click Search

Reserve by: Monday, May 13, 2024


Holiday Inn St. Paul Downtown
$119.00 (plus tax)
175 Seventh Street West
St. Paul, MN 55102
651-556-1411
Make reservations at the Holiday Inn
Reserve by: Friday, May 10, 2024


Hampton Inn Downtown St. Paul
$129.00 (plus tax)
200 Seventh Street West
St. Paul, MN 55102
651-224-7400
Make reservations at the Hampton Inn
Reserve by: Friday, May 10, 2024

$545 MSBA members / $545 paralegals / $645 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.

IN-PERSON EVENT:
Minnesota CLE is applying to the Minnesota State Board of CLE for 10.0 standard CLE credits, including 1.0 ethics credit for session #305. Sessions #105 and #305 also qualify for 1.0 ADR credit each. The maximum number of total credits attendees may claim for this program is 10.0 credits, not including the post-conference webcasts.

ONLINE REPLAY:
Minnesota CLE is applying to the Minnesota State Board of CLE for 10.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 10.0 credits, not including the post-conference webcasts.

SPONSORED BY:
MEMBER PRICE
$545.00
STANDARD PRICE
$645.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE REPLAY NOTE
Online replay includes all plenary sessions and selected breakout sessions.

ADDITIONAL RECOMMENDATIONS FOR YOU (10 items):