SCENARIO-BASED ESTATE PLANNING (FOR NON-TAXABLE ESTATES)
Live In-Person Seminar
ITEM #:  1050312501   |   EVENT CODE:  522191
MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

MINNEAPOLIS

Tuesday, February 18, 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:
Scenario-Based Estate Planning (For Non-Taxable Estates)


In this session, a panel of seasoned practitioners consider several fact patterns and offer their unique approaches to developing and implementing an estate plan, incorporating the Drafting Wills & Trust Agreements forms into the discussion. General topics include: Whether to Use Revocable Trusts or Wills; Trusts for Children: How to Structure, Things to Consider, Nominating Trustees; Independent Trustees; Handling Vacation Properties; Editing/Removing DWTA Paragraphs; Charities; Lapses; and Trustee Selection.

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 related to the Drafting Wills & Trust Agreements forms for estate planning, and panelists will incorporate these questions into the presentation.


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)
Scenario-Based Estate Planning (For Non-Taxable Estates)
In this session, a panel of seasoned practitioners will consider several fact patterns and then offer their unique approaches to developing and implementing an estate plan, incorporating the Drafting Wills & Trust Agreements forms into the discussion. General topics include: Whether to Use Revocable Trusts or Wills; Trusts for Children: How to Structure, Things to Consider, Nominating Trustees; Independent Trustees; Handling Vacation Properties; Editing/Removing DWTA Paragraphs; Charities; Lapses; and Trustee Selection.

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 related to the Drafting Wills & Trust Agreements forms for estate planning, and panelists will incorporate these questions into the presentation.

FORMS TO BE DISCUSSED *

  • Basic Will
  • Will with Trusts
  • Disclaimer Will
  • Revocable Trust with Disclaimer
  • Joint Revocable Trust
  • Amendments/Codicils
  • Statutory Short Form Power of Attorney/Common Law Power of Attorney
  • Irrevocable Life Insurance Trust
  • Single Beneficiary Gift Trust (“Crummey”)
  • Nomination of Guardian
  • Revocable Trust for a Single Person
  • Revocable Trust for Retirement Plan Benefits

– Jennifer S. Santini, Paula J. Stumne & Ruthanne Hedstrom Vos


* 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.

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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