MINNEAPOLIS
Tuesday, February 27, 2024
1:00 PM - 4:15 PM | Check-In: 12:30 PM
Minnesota CLE Conference Center
600 Nicollet Mall # 370
3rd Floor, City Center
Minneapolis, MN 55402
A panel of experts will discuss the various tax-related provisions in the Drafting Wills and Trust Agreements Deskbook Forms and offer their insights on various aspects of estate tax (including tax apportionment), generation skipping transfer tax, income tax, and fiduciary income tax.
See also these programs in the 2024 Drafting Wills & Trust Agreements Forms Series:
12:30 – 1:00 p.m.
CHECK-IN
1:00 – 4:15 p.m.
(includes one 15-minute break)
Navigating the Tax Maze with Drafting Wills and Trust Agreements Deskbook Forms
A panel of experts will discuss the various tax-related provisions in the Drafting Wills and Trust Agreements Deskbook Forms and offer their insights on various aspects of estate tax (including tax apportionment), generation skipping transfer tax, income tax, and fiduciary income tax.
FORMS TO BE DISCUSSED *
– Andrea S. Breckner, Robert E. Lynn, Michael P. Sampson & Edward H. Tully
* Seminar materials do not include the forms discussed.
Seminar materials will be 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 each panel.
LIVE IN-PERSON
Tuesday, February 27, 2024
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAYS
Monday, March 11, 2024
Friday, March 22, 2024
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.
