A DEEP DIVE INTO SLATS: ANOTHER TOOL FOR YOUR TOOLBOX
Live In-Person Seminar
ITEM #:  1050282501   |   EVENT CODE:  522194
MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

MINNEAPOLIS

Friday, February 21, 2025

9:00 AM - 12:15 PM   |   Check-In:  8:30 AM

Minnesota CLE Conference Center

600 Nicollet Mall # 370

3rd Floor, City Center

Minneapolis, MN 55402

2025 Drafting Wills & Trust Agreements Forms Series:
A Deep Dive into SLATs: Another Tool for Your Toolbox


Spousal Lifetime Access Trusts (SLATs) have become a common estate tax planning strategy for married couples. In addition to covering the basics of SLATs including how they work and their key benefits and limitations, panelists will also walk through this new form and provide drafting tips so that you too can utilize this tool for your clients. Also learn what panelists will be doing for clients in 2025 before current federal legislation sunsets in 2026.


See also these programs in the 2025 Drafting Wills & Trust Agreements Forms Series:

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


9:00 a.m. – 12:15 p.m.
(includes one 15-minute break)
A Deep Dive into SLATs: Another Tool for Your Toolbox
Spousal Lifetime Access Trusts (SLATs) have become a common estate tax planning strategy for married couples. In addition to covering the basics of SLATs including how they work and their key benefits and limitations, panelists will also walk through this new form and provide drafting tips so that you too can utilize this tool for your clients. Also learn what panelists will be doing for clients in 2025 before current federal legislation sunsets in 2026.

FORMS TO BE DISCUSSED *

  • New SLAT Form

– Andrea S. Breckner, Michael P. Sampson & Edward H. Tully


* Seminar materials do not include the forms discussed.
Seminar materials will be the difficult and confusing clauses from each of the forms to be discussed, as well as practice pointers related to the type of client that is the subject of each panel.

LIVE IN-PERSON
Friday, February 21, 2025
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Tuesday, March 11, 2025
Friday, March 28, 2025

Attend online
A moderator will be available to answer questions by email.

$155 MSBA members / $155 paralegals / $175 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 3.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 3.0 credits.

MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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