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Join us for this updated edition of our curated webcast series, Probate A to Z. Designed to cover all the important steps in the probate process, this informative series provides value to both the experienced and the inexperienced practitioner alike. Our distinguished faculty incorporate lessons learned from years of practical experience, while utilizing the Minnesota Estate Administration Deskbook to provide you with insights that can be immediately applied to your practice. Pick and choose the topics that are most relevant to you or maximize savings by purchasing the entire series. These webcasts deliver the Minnesota specific guidance that you need – register today!
ADDED BENEFIT: All series purchasers will receive a free 1-year subscription to the LinkedLaw edition of Minnesota CLE’s Minnesota Estate Administration Deskbook with eFormbook.Times listed are Central Time.
Thursday, January 6, 2022
9:00 – 11:30 a.m.
Probate A to Z: Beginning the Probate Process
The Probate A to Z series kicks off with an overview of the statutes governing estate settlement and the probate process. Meet the players in a probate proceeding and learn the critical information that you need to know before meeting with a client. You will also receive valuable tips on locating and marshalling probate and non-probate assets.
– Daniel R. Donovan; Faegre Baker Daniels LLP
– Andrea S. Breckner; Olson & Breckner, P.A.
Tuesday, January 11, 2022
9:00 – 10:30 a.m.
Probate A to Z: Opening an Estate, Inventory, and Disclaimers
Join Estate Administration Deskbook editor Susan Link and co-authors Cindy Costello and Kevin Rockwell for an in-depth look at the important considerations that accompany the opening of an estate. Topics include:
– Susan J. Link; Maslon LLP
– Cindy R. Costello; Maslon LLP
Wednesday, January 12, 2022
2:00 – 3:00 p.m.
Probate A to Z: Handling Creditor Claims Against the Estate
Learn what constitutes a "claim" in Minnesota, how to give proper notice of probate to potential creditors, how to handle payment of legitimate claims, and how to handle insolvent estates. You will also learn how to protect the estate from claims that are barred or improperly submitted.
– William R. Asp; Best & Flanagan, LLP
Tuesday, January 18, 2022
9:00 – 10:00 a.m.
Probate A to Z: Navigating Real Estate Issues Unique to the Probate Estate
This presentation examines a number of issues and unique problems that the personal representative and his or her attorney must deal with when the estate owns interests in real property.
– J. Steve Nys; Fryberger, Buchanon, Smith & Frederick, P.A.
Thursday, January 20, 2022
9:00 – 10:00 a.m.
Probate A to Z: Handling Tax Issues in Estate Administration
This presentation is a replay of a webcast originally presented April 20, 2021.
Experienced practitioners Michael Sampson and Bob Lynn will walk you through various taxation issues that may arise during the administration of an estate.
– Michael P. Sampson; Maslon LLP
– Robert E. Lynn; Bartley & Lynn, LLP
Wednesday, January 26, 2022
12:00 – 1:00 p.m.
Probate A to Z: Medicaid Estate Recovery Rules, Remedies, and Appeals
Experienced attorneys Jessica Lindstrom and Laura Zdychnec break down the complex area of Medicaid estate recovery for you in this essential installment of our Probate A to Z series. Topics include state and federal estate recovery, estate hearings and undue hardship waivers, exemptions, judicial review, and additional appeals.
– Jessica T. Lindstrom; Winthrop & Weinstine PA
– Laura Zdychnec; Northwoods Law Group PA
Thursday, January 27, 2022
9:00 – 10:30 a.m.
Probate A to Z: Estate Litigation and Appeals
In this installment of our series, you will learn about disputes concerning the construction or validity of a testamentary instrument, disputes involving surviving spouse’s right to an elective share, resolving contested matters through settlement, litigation by and against a personal representative, and alternative dispute resolution in contested matters. This presentation also seeks to demystify, for litigators and estate planners alike, the relevant deadlines and procedure with respect to statutory review of recommended orders, post-trial motions, and appeals.
– Katherine A. Charipar; Fredrikson & Byron, P.A.
– Anne E. Rondoni Tavernier; Fredrikson & Byron, P.A.
– Julian C. Zebot; Maslon LLP
– Diana L. Marianetti; NorthRock Partners, LLC
Thursday, January 27, 2022
12:00 – 1:00 p.m.
Probate A to Z: Closing and Distribution
Learn the ins and outs of the closing process, including the timing and method for dividing and distributing estate assets, the preparation of a plan of division, how and when to close the estate with the court, and how to obtain a discharge for the personal representative.
– Alison J. Midden; Taft Stettinius & Hollister, LLP
Friday, January 28, 2022
12:00 – 1:00 p.m.
Probate A to Z: Professional Responsibility
Join Julian and Diana for a closer look at issues of competence, scope of representation, diligence and communication, attorney’s fees, conflicts of interest, attorney as a witness, dealing with the court, dealing with unrepresented persons, and compliance with rules for tax practitioners.
– Diana L. Marianetti; NorthRock Partners, LLC
– Julian C. Zebot; Maslon LLP
$295
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.
This package provides 11.5 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.
Probate A to Z: Beginning the Probate Process
2.5 standard CLE credits
Probate A to Z: Opening an Estate, Inventory, and Disclaimers
1.5 standard CLE credits
Probate A to Z: Handling Creditor Claims Against the Estate
1.0 standard CLE credit
Probate A to Z: Navigating Real Estate Issues Unique to the Probate Estate
1.0 standard CLE credit
1.0 advanced real estate specialist credit
Probate A to Z: Handling Tax Issues in Estate Administration
1.0 standard CLE credit
Probate A to Z: Medicaid Estate Recovery Rules, Remedies, and Appeals
1.0 standard CLE credit
Probate A to Z: Estate Litigation and Appeals
1.5 standard CLE credits
1.5 civil trial specialist credits
Probate A to Z: Closing and Distribution
1.0 standard CLE credit
Probate A to Z: Professional Responsibility
1.0 ethics credit
