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Join Minnesota CLE and a terrific cast of faculty presenters for an insightful, step-by-step look at the art of drafting a will. Topics to be addressed include the initial client interview, beneficiary designations, health care directives, powers of attorney, major clauses included in the basic will, and trust provisions. The series wraps up with a session that takes a look at case studies and how to deal with some commonly occurring scenarios in the estate planning realm.
Times listed are Central Time.
Tuesday, October 11, 2022
2:00 – 3:00 p.m.
Drafting Wills A to Z: The Initial Client Interview and Planning with the Effects of Probate in Mind
How to prepare for the first meeting with your client, discussing your fees, ethical considerations, educating your client on key concepts, asking the right questions, and developing a plan. Sample documents will include a “Client Questionnaire” and a “Checklist for Your First Meeting.”
– Jayne E. Sykora; Sykora & Santini LLC
Tuesday, October 18, 2022
12:00 – 1:00 p.m.
Drafting Wills A to Z: Beneficiary Designations and Other Miscellaneous Documents
How to identify assets that will pass by a beneficiary designation and ensure that each designation is coordinated with the estate plan. Also learn about other miscellaneous documents commonly used in estate plans, including codicils and affidavit of attorney in fact.
– Omni N. Kiecker; Kiecker Law Office LLC
– Paul D. Funke; Funke Law, PLLC
Tuesday, October 18, 2022
2:00 – 3:00 p.m.
Drafting Wills A to Z: Health Care Directive and Power of Attorney
When and how to use a health care directive and a discussion of notable provisions. Power of Attorney basics, how to talk to your client about POAs, and using the statutory short form.
– Taylor N. Kaspar; Legacy Estate Planning
Thursday, October 20, 2022
2:00 – 3:00 p.m.
Drafting Wills A to Z: The Basic Will
Join Philip Ruce for a discussion of major clauses included in a standard basic will. These clauses include the payment of expenses and taxes, special gifts, residue, fiduciary selection, and general governing provisions.
– Philip J. Ruce; Stone Arch Law Office, PLLC
Friday, October 21, 2022
12:00 – 1:00 p.m.
Drafting Wills A to Z: Wills with Trust Provisions
A closer look at common situations where modifying the simple will with contingent trust provisions is necessary or advisable in order to accomplish the goals of the client.
– Alexus M. Anderson; Steinhagen & Crist, PLLP
– Janna M. Kupstis; Best & Flanagan LLP
Wednesday, October 26, 2022
2:00 – 3:00 p.m.
Drafting Wills A to Z: Putting It All Together
Join Steve and Rachel for a look at case studies and how to deal with some commonly occurring scenarios in the estate planning realm.
– J. Steve Nys; Fryberger, Buchanan, Smith & Frederick, P.A.
– Rachel T. Schromen; Schromen Law LLC
$245
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 6.0 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.
Drafting Wills A to Z: The Initial Client Interview and Planning with the Effects of Probate in Mind
1.0 ethics credit
Drafting Wills A to Z: Beneficiary Designations and Other Miscellaneous Documents
1.0 standard CLE credit
Drafting Wills A to Z: Health Care Directive and Power of Attorney
1.0 standard CLE credit
Drafting Wills A to Z: The Basic Will
1.0 standard CLE credit
Drafting Wills A to Z: Wills with Trust Provisions
1.0 standard CLE credit
Drafting Wills A to Z: Putting It All Together
1.0 standard CLE credit
