ESTATE PLANNING WEBCAST PACKAGE
Live Webcast Package
ITEM #:  1629192001   |   EVENT CODE:  SEE "CREDITS" TAB BELOW    |   CREDIT STATUS:  SEE "CREDITS" TAB BELOW
STANDARD PRICE
$195.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.
This seminar is not currently available for online purchase

ONLINE

See the "Schedule & Faculty" tab below for course titles, dates, and times

Estate Planning Webcast Package

Shore up your estate planning acumen with this practical webcast series that focuses on the intricacies of common real-world scenarios. Start off with a discussion on how to address thorny issues common to health care directives. Next, learn how to value a life estate and discuss the pros and cons of using life estate planning for medical assistance planning, estate tax planning, and general succession planning. Finally, receive practice tips for estate plans involving life insurance, buy-sell agreements, trusts, beneficiary designations, spousal maintenance, and more. This webcast series is sure to provide you with information that will immediately benefit your practice and your clients. Sign up today!

Thursday, August 8, 2019
9:00 – 11:00 a.m. (CENTRAL TIME)

Estate Planning: Health Care Directives – Drafting Considerations to Address Thorny Issues

Join the authors of the Minnesota Health Care Directives Summary Guide for an informative presentation covering the following topics:

  • An overview of the Minnesota Health Care Directives Summary Guide
  • Provisions to consider related to intrusive mental health treatment, pregnancy, co-agent and other advance directives
  • Special execution requirements when granting authority related to intrusive mental health treatment
  • Advance care planning options other than health care directives, including advance psychiatric directives, POLST, DNR, and end of life care conferences.

All attendees will receive a free copy of the Minnesota Health Care Directives Summary Guide.

– Melissa H. Bayne; Larkin Hoffman Daly & Lindgren Ltd.
– Tara D. Mattessich; Larkin Hoffman Daly & Lindgren Ltd.


Tuesday, August 20, 2019
2:00 – 3:00 p.m. (CENTRAL TIME)

Estate Planning: Life Estates – Medical Assistance and Tax Issues

In this presentation, Amy will discuss what a life estate is, how it originated and how to create one. You will learn how to value a life estate and discuss the pros and cons of using life estate planning for medical assistance planning, estate tax planning, and general succession planning. Other topics to be covered include the income, gift, and estate tax implications of a sale or gift while retaining a life estate, the tax implications of releasing a life estate, and how to deal with a retained life estate on an estate tax return when the retained interest was sold or gifted.

– AmyAnn W. Mursu; Lakeview Trust & Estate Law, PLLC


Wednesday, August 28, 2019
12:00 – 1:00 p.m. (CENTRAL TIME)

Estate Planning: Planning for What You Hope Doesn’t Happen – Divorce and Other Common Issues

Don’t miss this insightful presentation which will explore common issues from both the family law and estate planning perspective. This session will include practice tips on life insurance, buy-sell agreements, trusts, beneficiary designations, spousal maintenance, and more.

– Diana Marianetti; Maslon LLP
– Sonja Trom Eayrs; Barnes & Thornburg LLP

$195

Other discounts that may apply:

Scholarships available!
Needs-based scholarships are available for in-person and online seminars. Most scholarships awarded are 50% off the seminar price. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

This package provides 4.0 total CLE credits. Credits should be reported individually for each webcast attended, not the package as a whole.

Minnesota CLE has applied to the Minnesota State Board of CLE for the standard, ethics, and elimination of bias CLE credits as listed below. Application has been made to the Minnesota State Bar Association for any "specialist" credits and to the Supreme Court ADR Program for any continuing education in ADR credits.

Click titles for credit status and individual event codes.

Estate Planning: Health Care Directives – Drafting Considerations to Address Thorny Issues
2.0 standard CLE credits

Estate Planning: Life Estates – Medical Assistance and Tax Issues
1.0 standard CLE credit

Estate Planning: Planning for What You Hope Doesn’t Happen – Divorce and Other Common Issues
1.0 standard CLE credit

STANDARD PRICE
$195.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.
This seminar is not currently available for online purchase
ADDITIONAL RECOMMENDATIONS FOR YOU (10 items):