MINNEAPOLIS
Tuesday, February 18, 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
At a macro level, the goals and objectives of estate planning attorneys, whether in a large firm or solo practice, are often largely similar. But despite the overarching similarities, the methods and practices that practitioners employ on a day-to-day basis can vary widely. A panel of experienced estate planning attorneys will discuss common challenges, best practices, answer questions, and offer pointers in connection with the more practical aspects of estate planning, from wills vs. trusts, joint trusts vs. separate trusts, trust funding, and various forms used.
NOTE: Panelists are willing to answer questions provided by attendees in advance of this session. By Monday, February 10, 2025, please email seminarquestions@minncle.org with specific questions or comments surrounding estate planning issues described above. 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)
Practice Pointers for Every Estate Plan
At a macro level, the goals and objectives of estate planning attorneys, whether in a large firm or solo practice, are often largely similar. But despite the overarching similarities, the methods and practices that practitioners employ on a day-to-day basis can vary widely. A panel of experienced estate planning attorneys will discuss common challenges, best practices, answer questions, and offer pointers in connection with the more practical aspects of estate planning, from wills vs. trusts, joint trusts vs. separate trusts, trust funding, and various forms used.
NOTE: Panelists are willing to answer questions provided by attendees in advance of this session. By Monday, February 10, 2025, please email seminarquestions@minncle.org with specific questions or comments surrounding estate planning issues described above. Panelists will incorporate these questions into the presentation.
FORMS TO BE DISCUSSED *
– Matthew J. Frerichs, Paul D. Funke & Jayne E. Sykora
* 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
Tuesday, February 18, 2025
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAYS
Wednesday, March 5, 2025
Wednesday, March 19, 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.
