MINNEAPOLIS
Wednesday, February 19, 2025
9:00 AM - 4:15 PM | Check-In: 8:30 AM
Minnesota CLE Conference Center
600 Nicollet Mall # 370
3rd Floor, City Center
Minneapolis, MN 55402
If you frequently work with small estates this course is for you!
Highlights Include:
Don’t miss this seminar specifically designed with solo and small firm practitioners in mind!
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:05 a.m.
WELCOME & INTRODUCTION
9:05 – 9:50 a.m.
Building Rapport and Getting the Information You Need – How to Make the Most of the Initial Client Meeting
Learn the five topics you must address in your initial client meeting: dual/multiparty representation; retainer agreements/engagement letters; probate assets vs. non-probate assets; wills vs. trusts; and incapacity planning.
– Jody A. Cohen Press
9:50 – 10:20 a.m.
How to Draft Beneficial Beneficiary Designations
This session will address the importance of reviewing and updating beneficiary designations. Discussions will include the Minnesota Multiparty Accounts Act; Revocation of Beneficiary Designation by Marriage Dissolution (Minn. Stat. § 524.2-804 and Sveen v. Melin); and Rights of Survivorship (Minn. Stat. § 524.6-204 and Estate of Patrick W. Butler).
– Megan C. Kelly
10:20 – 10:50 a.m.
5 Things Every Estate Planning Attorney Needs to Know About Medical Assistance Eligibility
Learn five key points to know about Medical Assistance eligibility, including statutory references, applicable law and estate recovery.
– Martha Amdahl
10:50 – 11:00 a.m.
BREAK
11:00 – 11:30 a.m.
Integrating Long-Term Care Insurance Into a Small Estate Plan
With the rising costs of long-term care, it’s crucial to advise clients on strategies that protect their assets while ensuring access to necessary care. Get guidance for effectively integrating long-term care insurance into small estate plans.
– Jody A. Cohen Press & Elizabeth I. Wrobel
11:30 a.m. – 12:00 p.m.
Distributions from Retirement Accounts and Other Tax Considerations for the Small Estate
Gain a practical understanding of the complex tax implications surrounding distributions from retirement accounts and the key tax considerations, planning opportunities, and potential pitfalls associated with distributions.
– James T. McNary
12:00 – 12:45 p.m.
LUNCH BREAK (on your own)
12:45 – 1:30 p.m.
Transfer on Death Deeds and Other Methods of Transferring Real Estate as Part of the Plan for a Small Estate
Real estate is typically the most valuable asset owned by individuals. Ownership of real estate can take on many forms and conveys specific duties and rights based on that ownership. This session will explore planning strategies for transferring real estate. Topics include:
– Callyn T. Bedker
1:30 – 2:30 p.m.
Effective Will Drafting for the Small Estate
Get a comprehensive overview of Will formalities and legalities, including:
– Philip J. Ruce
2:30 – 2:45 p.m.
BREAK
2:45 – 3:30 p.m.
Understanding Advanced Directives for Health Care and End of Life
Comparing and contrasting Health Care Directives, DNR/DNI forms, POLST’s and the Caregiver Act, including the interplay in theory and practice between these documents. Also, practical tips on helping clients overcome barriers to completing their directives.
– Mary Frances M. Price
3:30 – 4:15 p.m.
Understanding the Available Powers of Attorney: “A-N” and Beyond
This session will explain the powers and limitations of Attorneys-in-Fact, the importance of selecting the right people for the job and remedies when things go wrong.
– John P. Worrell
LIVE IN-PERSON
Wednesday, February 19, 2025
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAYS
Thursday, March 6, 2025
Tuesday, March 18, 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.