ESTATE PLANNING FOR MINNESOTA’S MIDDLE RICH
Live In-Person Seminar
ITEM #:  1049272501   |   EVENT CODE:  TBA
MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

MINNEAPOLIS

Thursday, December 12, 2024

9:00 AM - 5:00 PM   |   Check-In:  8:30 AM

Minnesota CLE Conference Center

600 Nicollet Mall # 370

3rd Floor, City Center

Minneapolis, MN 55402

Estate Planning for Minnesota’s Middle Rich


Minnesota’s “Middle Rich”, defined as those whose estates exceed the Minnesota exemption limit ($3 million), but not the federal ($14 million), make up a large number of those seeking estate planning services. 

Our faculty of experienced estate planners will explain several helpful tools and strategies designed to minimize or entirely avoid the Minnesota estate tax, including: 

  • Credit Shelter Trusts
  • Disclaimers
  • QTIP Trusts
  • QTIPable Trusts
  • A/B Trust Planning 
  • Irrevocable Life Insurance Trusts
  • Gifts
  • And More!

The faculty will also demonstrate how to apply these tools to a variety of scenarios and types of clients, including professionals, executives, farm owners and business owners. 

LIVE IN-PERSON
Thursday, December 12, 2024
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Tuesday, January 7, 2025
Tuesday, January 21, 2025
Attend online
A moderator will be available to answer questions by email.

$295 MSBA members / $295 paralegals / $345 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 6.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.0 credits.

MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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