MINNEAPOLIS
Friday, February 21, 2025
1:00 PM - 4:15 PM | Check-In: 12:30 PM
Minnesota CLE Conference Center
600 Nicollet Mall # 370
3rd Floor, City Center
Minneapolis, MN 55402
Retirement accounts are generally a (if not THE) major asset for most clients. Estate planning for retirement accounts requires consideration of both trust law issues and income tax issues. This session will discuss planning options and strategies using the Drafting Wills & Trust Agreement forms considering the requirements of the SECURE Act and other provisions of the Internal Revenue Code and the related Treasury Regulations. Additionally, panelists will share their experiences in practice with various real-life examples of how these planning options and strategies have played out when administering an estate.
NOTE: Panelists are willing to answer questions provided by attendees in advance of this session. By Monday, February 17, 2025, please email seminarquestions@minncle.org with specific questions or comments surrounding estate planning with retirement accounts. Panelists will incorporate these questions into the presentation.
See also these programs in the 2025 Drafting Wills & Trust Agreements Forms Series:
12:30 – 1:00 p.m.
CHECK-IN
1:00 – 4:15 p.m.
(includes one 15-minute break)
Estate Planning with Retirement Accounts
Retirement accounts are generally a (if not THE) major asset for most clients. Estate planning for retirement accounts requires consideration of both trust law issues and income tax issues. This session will discuss planning options and strategies using the Drafting Wills & Trust Agreement forms considering the requirements of the SECURE Act and other provisions of the Internal Revenue Code and the related Treasury Regulations. Additionally, panelists will share their experiences in practice with various real-life examples of how these planning options and strategies have played out when administering an estate.
NOTE: Panelists are willing to answer questions provided by attendees in advance of this session. By Monday, February 17, 2025, please email seminarquestions@minncle.org with specific questions or comments surrounding estate planning with retirement accounts. Panelists will incorporate these questions into the presentation.
FORMS TO BE DISCUSSED *
– Robert E. Lynn, Alison J. Midden & J. Steve Nys
* 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.