All times listed are CDT.

ONLINE REPLAY NOTE:
Limited online replay includes all plenary sessions and the selected breakout sessions highlighted in yellow below. A moderator will be available to answer questions by email.

DAY 1 – Monday, June 16, 2025

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

8:45 – 9:00 a.m.
WELCOME & ANNOUNCEMENTS
– Kirstin E. Helmers

9:00 – 9:30 a.m.
The Road Ahead: Potential Shifts in Federal Estate Tax Policy in 2025
– Beth Shapiro Kaufman

9:30 – 10:15 a.m.
2025 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An in-depth review of all Minnesota published and unpublished probate and trust cases and national published and unpublished probate and trust cases that provide relevant insight to our practice of law in Minnesota.
– Andrew T. Howard & Robert A. McLeod 

10:15 – 10:30 a.m.
BREAK

10:30 – 11:00 a.m.
2025 Legislative Update
A fast-paced review of estate planning related developments in the 2025 legislative session.
– Cameron R. Kelly & John A. Wehrly

11:00 – 11:45 a.m.
2025 SECURE Act Update – Final Regulations
– Bryan Jamison

11:45 a.m. – 12:30 p.m.
2025 Tax Law Update
Three experts highlight recent developments in tax law of interest to all trust and estate lawyers. 
– Nicole M. Flaherty Cropper & Beth Shapiro Kaufman
– Tessa R. Mielke (moderator)

12:30 – 12:40 p.m.
SECTION MEETING & ANNOUNCEMENTS
– Kirstin E. Helmers

12:40 – 1:30 p.m.
CONFERENCE LUNCHEON
Sponsored by Capital First Trust Company

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
A Closer Look at the SECURE Act Final Regulations
– Bryan Jamison

103
Solving Problems in Estate Planning
– Caitlin E. Abram & Lauren G. Barron

104
How to Close an Estate and Distribute Assets 
– Alison J. Midden

105
Hot Topics in Trust and Estate Litigation in 2025
– Kirstin E. Helmers & Denise S. Rahne

106
Beyond the Balance: How Different Types of Accounts and Assets Shape Estate Planning
– Robyn Ingber & Diana L. Marianetti

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
Estate Planning for Minnesota’s Middle-Rich Professionals
– Rachel M. Dahl

203
Maximizing the Step-Up: Tax Basis Essentials and Planning Strategies
– Jesse C. Beier & Cameron R. Kelly

204
2025 Title Examiners Panel: How to Handle Tricky Real Estate Recording Scenarios
– Wayne D. Anderson, Jody L. McGinley & David J. Meyers
– J. Steve Nys (moderator)

205
How to Handle Pre-Mortem Disputes
– Berly D. Nelson & Evan A. Nelson

206
New Developments in Minnesota Guardianship Law, Including the Abolition of Statutory Immunity
– Megan C. Kelly, Jeffrey Kittelson & Referee Joel Olson
– Sarah B. Sicheneder (moderator)

207
Tax 101: What Every Planner Must Know About the Taxes Involved in Estate Planning
– Jennifer R. Colich & Sonny F. Miller

3:45 – 4:00 p.m.
BREAK

4:00 – 5:00 p.m.
BREAKOUT SESSION C

301
Your First Health Care Directive and Power of Attorney
– Melissa Hagstrum Bayne

302
Reading the Fine Print: Exempt Assets and Elective Share Explained
– Elizabeth V. Cutter, Referee Lori D. Skibbie & Mai Y. Yang

303
Tax-Smart Charitable Giving, Especially with Retirement Assets
– Christopher Hoyt

304
2025 Probate Panel: Reviewing and Resolving the Latest Issues in Probate Administration
– Andrea S. Breckner, Laura E. Halferty, Tina M. Johnson & Lindy C. Scanlon
– Daniel R. Donovan (moderator)

305
How to Avoid the Top 10 Litigation Traps for Estate Planners
– Jessica L. Kometz & Casey D. Marshall

306
Using TODDs Effectively – With Special Attention to the New Minnesota Legislative Changes
– Jennifer L. Carey

307
Medical Assistance for Estate Planners: How to Navigate the Gray Areas
– Lauren L. Fink

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

DAY 2 – Tuesday, June 17, 2025

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
– Amanda J. Kruse & Beth T. Morrison

402
Family Matters: Estate Planning Approaches for Blended Families
Encore Presentation
– Courtney R. Sebo Savica

403
Reality v. Theory: How to Conduct an Estate and Gift Tax Audit Based on What’s Really Going on at the Service Level
– Louis Harrison

404
How to Navigate Valuation and Sale Issues with Agricultural Estates
– Christopher M. Roe

405
2025 Trust Officer Panel
– John Kvamme, Jay M. Olson, Elizabeth A. Raleigh & Sarah N. Sonday
– Kiley E. Petty Henry (moderator)

406
AI Tools for Estate Planners: 4 I Recommend and 3 I Don’t
– Jess L. Birken

407
Minnesota’s New Law on Antenuptial Agreements: How It’s Working in Practice
– Michael P. Sampson & James J. Vedder

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
2025 Medical Assistance Update
– Amber M. Hildebrandt & Julian J. Zweber

503
Reimagining Succession Planning for Donor Advised Funds
– Kristen Curatolo

504
Estate Planning Strategies for the Middle-Rich Agricultural Estate
– Kathryn J. Barnes

505
Minnesota’s New Law on Transferring Firearms
– Ben I. Rust

506
How to Increase the Quality of Your Practice Life
– Louis Harrison

507
Minnesota’s New Medical Debt Law: Implications for Estate Planners
– Peter F. Barry & Jill M. Sauber

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, Bethany J. Rubis & Emily Valentine-Grimm
– Kimberly A. Prchal (moderator)

602
The 2025 Small Estates Panel: How to Avoid Common Drafting Errors and Missed Opportunities
– Amanda N. Juelson, Jody Cohen Press & Nicholas S. Stromsodt
– James T. McNary (moderator)

603
2025 Large Estates Panel: The Election Is Over – What Do We Do Now?
– Jennifer A. Ede, Jennifer A. Lammers & Lauren Winter Routhier
– Michael P. Sampson (moderator)

604
How to Use SLATs in Agricultural Estate Planning
– F. John Williams

605
How to Wind Up a Trust in Minnesota
– Kelli A. Hill & Joshua C. Hillger 

606
Navigating Growth: How to Scale Your Estate Planning Firm with Confidence
– Carrie A. Renner, Philip J. Ruce & Rachel T. Schromen
– Andy P. Gregory (moderator)

607
Psychology 101 for Lawyers: How to Work with Clients Experiencing Mental Health Issues
– Karin K. Ciano, Dr. Kirsten Lysne & Denise S. Rahne
– Jennifer S. Santini (moderator)

11:30 – 11:45 a.m.
BREAK

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

701
Elimination of Bias: Understanding Native American Cultures and Working with Native American Clients
1.0 elimination of bias credit applied for
– Taylor L. Burdick & Valerie S. Field

702
Unpacking the Bundle of Sticks: Understanding Rights and Responsibilities in Life Estates
– Matthew J. Frerichs  Paul D. Funke

703
Resolving Common Title Issues in Farmland
– Marty G. Helle

704
What to Do with a Bad Personal Representative or Trustee
Encore Presentation
– Marya P. Robben, John A. Wehrly & Julian C. Zebot

View 5 FREE Post-Conference 

The learning continues even when the Conference is over! Following the Conference, all attendees may view the following 5 live webcasts for free and receive 5 additional CLE credits – 3 ethics, 1 elimination of bias and 1 mental health/substance use. Instructions for how to register will be distributed at the Conference. 

Tuesday, July 22
12:00 – 1:00 p.m.
Elimination of Bias: Gender Identity Awareness and Considerations in Estate Planning
1.0 elimination of bias credit applied for
– Mary Pat Byrn, Rachel M. Dahl, Yemaya Hanna & Alex Swanson
– Amy M. Crea & Carly J. Johnson (moderators)

Tuesday, July 22
2:00 – 3:00 p.m.
Ethics: Representing Clients with Diminished Capacity
1.0 ethics credit applied for
– Aram V. Desteian

Wednesday, July 23
12:00 – 1:00 p.m.
Ethics: 10 Things You Should Do Before Going on Vacation
1.0 ethics credit applied for
– Susan M. Humiston & Courtney R. Sebo Savica

Friday, July 25
12:00 – 1:00 p.m.
Mental Health and Substance Use in the Legal Profession and the Practice of Law
1.0 mental health/substance use credit applied for
– Jon Tynjala 

Thursday, July 31
12:00 – 1:00 p.m.
2025 Attorney Discipline Case Update for Estate Planners
1.0 ethics credit applied for
– Caitlin Guilford & Joanna Labastida

LIVE IN-PERSON
Monday & Tuesday, June 16-17, 2025
Saint Paul RiverCentre
175 West Kellogg Boulevard
Saint Paul, Minnesota

LIMITED ONLINE REPLAY
Thursday & Friday, July 17-18, 2025
Attend online
Limited 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 2025 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
  Block is valid for stays between June 15, 2025 to June 17, 2025
• Code Type – choose Group/Block
• Code – 1931866
• Click CHECK AVAILABILITY

Reserve by: Sunday, May 18, 2025

Holiday Inn St. Paul Downtown
$119.00 (plus tax)
175 Seventh Street West
St. Paul, MN 55102
651-225-1515
Make reservations at the Holiday Inn
Reserve by: Friday, May 16, 2025

Hampton Inn Downtown St. Paul
$115.00 (plus tax)
200 Seventh Street West
St. Paul, MN 55102
651-224-7400
Make reservations at the Hampton Inn
Reserve by: Saturday, May 24, 2025

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

IN-PERSON EVENT:
Minnesota CLE is applying to the Minnesota State Board of CLE for 10.25 standard CLE credits, including 1.0 elimination of bias credit for session #701. The maximum number of total credits attendees may claim for this program is 10.25 credits, not including the post-conference webcasts.

LIMITED ONLINE REPLAY:
Minnesota CLE is applying to the Minnesota State Board of CLE for 10.25 standard CLE credits. The maximum number of total credits attendees may claim for this program is 10.25 credits, not including the post-conference webcasts.