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

9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS

9:05 – 10:05 a.m.
Estate Planning Basics: Terms and Concepts You Need to Know
Estate planning is the process of making it clearly known, in the event of a person’s death or incapacity, who will oversee decision-making and the distribution of assets. This session will look at the key terms and concepts related to estate planning and probate – and explain how they function in estate law.
– Omni N. Kiecker

10:05 – 11:05 a.m.
Estate Plan Starter Pack (and a Few Upgrades)
As mentioned in the first session, there are many important legal documents you should consider drafting when preparing an estate plan. This session will review the estate plan starter pack, or core estate planning documents, that every estate plan needs – wills, power of attorneys, and health care directives. Additionally, this session will introduce additional estate planning documents to consider including trusts, guardianship designation forms, beneficiary designation forms, and letters of intent.
– Serena O’Neil

11:05 – 11:15 a.m.
BREAK

11:15 a.m. – 12:00 p.m.
10 Facts You Should Know About the Minnesota and Federal Estate Tax
Your clients may be surprised to find out that the Minnesota or federal estate tax applies to their estate. While most estates will not incur federal estate tax because of the high exemption amount, the Minnesota exemption amount is much lower. Even if your client’s estate is not large enough to owe federal or state estate tax, you will want to understand these laws to properly advise your clients. This session will explain the Minnesota and federal estate tax systems and will provide basic strategies for limiting your client’s estate tax exposure.
– Alison J. Midden

12:00 – 1:00 p.m.
LUNCH (on your own)

1:00 – 1:45 p.m.
4 Ways to Transfer Real Estate as Part of an Overall Estate Planning Strategy
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: Transfer on Death Deeds, Life Estates, Revocable Trusts, and Wills.
– Callyn T. Bedker

1:45 – 2:30 p.m.
Estate Planning Strategies for Business Owners
One of the biggest challenges for business owners is succession and estate planning to ensure their businesses are managed properly during life and upon their death. This session will focus on important things to consider when working with business owners to ensure that their closely-held business succession goals and objectives are met – whether that means transferring it to family during their lifetime or upon their death, selling it to key employees, or selling it to a third party.
– Joshua C. HIllger

2:30 – 2:45 p.m.
BREAK

2:45 – 3:30 p.m.
Navigating Family Dynamics to Create an Effective Estate Plan
Understanding a family’s dynamics in estate planning is very important. When a client comes in the door and asks for a “simple will” many times there is more to it. What begins as a straightforward estate plan can become quite complex. This session will cover common issues that can occur within families and how to plan for them. Specifically, this session will explore tips and best practices when there are multiple marriages, antenuptial agreements, disagreements among family members and the potential complexities surrounding the selection of attorneys in fact, trustees and personal representatives.
– Courtney R. Sebo Savica

3:30 – 4:30 p.m.
Electronic Wills and Other Estate Planning Documents
This session provides an overview of the legal landscape in Minnesota given an increasing focus on donor intent. Topics include harmless error, electronic wills, remote notarization, and other electronic estate planning documents.
– Cameron R. Kelly & J. Steve Nys

LIVE IN-PERSON
Wednesday, July 22, 2026
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Wednesday, August 5, 2026
Friday, August 21, 2026
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:

• Season Pass Discount
• New Lawyer Discount

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.