8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST 

9:00 – 9:05 a.m.
WELCOME & INTRODUCTION

9:05 – 10:05 a.m.
Transferring Real Property to the Next Generation Without a Probate – TODDs, Life Estates, Living Trusts or Joint Ownership?
Avoiding probate is often the primary objective for estate planning clients. This session will cover the most common ways of avoiding probate for real estate and will discuss the advantages and disadvantages of each technique from the point of view of achieving the objectives of avoiding probate and sheltering assets against nursing home expense.
– Christopher J. Kradle & Julian J. Zweber

10:05 – 10:10 a.m.
BREAK

10:10 – 11:10 a.m.
Medical Assistance Fundamentals for Real Estate and Estate Planning Attorneys

• The intersection of disability planning, probate avoidance, and long-term care (planning for MA).
• Lifetime gifts or transfer of real estate and implications for MA benefits including lookback periods for eligibility, penalties/periods of ineligibility, risks associated with transfers, taxes, etc.
• MA Estate Recovery (effect of TOD, life estate, and quit claim deeds).
• Disclaimers – Beware!

– Jill M. Sauber

11:10 – 11:15 a.m.
BREAK

11:15 a.m. – 12:15 p.m.
Using TODDs to Transfer Real Property Effectively – With Special Attention to The New Minnesota Legislative Changes
This session will cover best practices for using transfer on death deeds to transfer real estate as part of an estate plan, including the new legislative changes to the TODDs statute. Additionally, learn about other developments such as the new provisions regarding temporary extended insurance coverage along with other common TODD questions asked by attorneys.
– Matthew A. Anderson

12:15 – 1:00 p.m.
LUNCH BREAK

1:00 – 2:00 p.m.
Everything the Examiner of Titles Wants You to Know About Transferring Real Estate
– Wayne D. Anderson & Amber M. Hildebrandt

2:00 – 2:05 p.m.
BREAK

2:05 – 3:05 p.m.
Keeping the Cabin in the Family: Tools for Real Estate and Estate Planning Practitioners
For many Minnesotans, there is a desire to keep their cabin “within the family.” For practitioners, there are several tools available to accomplish this objective, and this session will cover some of the more common methods to pass a family cabin down through successive generations.
– Jeffrey C. O’Brien

3:05 – 3:10 p.m.
BREAK

3:10 – 4:10 p.m.
So You Couldn’t Avoid Probate…What to Do When Probate Proceedings  Are Required for Residential Real Estate
Despite planning (or lack thereof) there are times when probate proceedings can’t be avoided. These important steps will be discussed:

• Securing property;
• Due diligence preliminary investigations to determine whether the estate might be insolvent and probate proceedings uneconomic; 
• Potential options – balancing time, money, and estate needs;
• Listing and purchase contract considerations: deed types, seller’s disclosures;
• Special circumstances – negative equity, personal property gone wild (AKA hoarders), and more.

– Robert L. Russell

LIVE IN-PERSON
Friday, March 28, 2025
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Monday, April 7, 2025
Wednesday, April 16, 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:

• 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.

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.