MINNEAPOLIS
Thursday, January 30, 2025
8:55 AM - 4:30 PM | Check-In: 8:30 AM
Minnesota CLE Conference Center
600 Nicollet Mall # 370
3rd Floor, City Center
Minneapolis, MN 55402
Join us for this helpful full-day seminar focused on Trust Administration in Minnesota. Our expert faculty will review the fundamentals of trust administration, from creation and modification to termination, as well as special topics like a trustee’s duties and powers, removing a trustee, court jurisdiction and procedure, investment of trust assets and taxation of trusts, and much more! Additionally, there will be a 1-hour ethics session covering professional responsibility for trust attorneys.
SPECIAL BONUS FOR ATTENDEES:
All attendees will receive a copy of the NEW Fifth Edition of Minnesota CLE's Minnesota Trust Administration Deskbook. This NEW Edition includes a full update and detailed coverage of the creation and modification of trusts, managing the day-to-day administration of trusts, and handling the termination of trusts. The Deskbook also provides in-depth coverage of the topics our readers said are most important to their practice, along with sample forms and clauses, helpful comparison charts, and a fully updated subject index and table of authorities. The Minnesota Trust Administration Deskbook comes with an eFormbook which provides electronic access to more than 85 trust forms.
8:30 – 8:55 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
8:55 – 9:00 a.m.
Introduction by Editors
– Diana L. Marianetti, Sarah N. Sonday & Ivory S. Umanah
9:00 – 9:30 a.m.
Creation and Modification of Trusts
– Michelle Rehbein
9:30 – 10:00 a.m.
Trustee Duties, Powers, Liabilities, and Termination
– Christopher Burns
10:00 – 10:30 a.m.
Termination of Trusts
– Kelli Hill & Marcia Urban
10:30 – 10:45 a.m.
BREAK
10:45 – 11:15 a.m.
Court Jurisdiction and Procedure
– Nathaniel Ajouri
11:15 – 11:45 a.m.
Supplemental and Special Needs Trusts
– Jeffrey Schmidt
11:45 a.m. – 12:15 p.m.
Taxation of Trusts
– John Bedosky
12:15 – 1:15 p.m.
LUNCH BREAK (on your own)
1:15 – 1:45 p.m.
Investment of Trust Assets
– Jason Schuller
1:45 – 2:15 p.m.
Decanting
– Beth Abraham
2:15 – 2:45 p.m.
Directed Trusts
– Jason Schuller
2:45 – 3:00 p.m.
BREAK
3:00 – 3:30 p.m.
Real Estate Issues: The MN Corporate Farm Act
– Brandon Edmundson
3:30 – 4:30 p.m.
Professional Responsibility
1.0 ethics credit applied for
– Aram Desteian & Benjamin Formell
LIVE IN-PERSON
Thursday, January 30, 2025
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAY
Friday, February 14, 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 CLE credits, including 1.0 ethics credit. The maximum number of total credits attendees may claim for this program is 6.0 credits.
