ONLINE
See the "Schedule & Faculty" tab below for course titles, dates, and times
October is estate planning month in the Minnesota CLE webcast department! To celebrate, we have put together a package of webcasts that includes the valuable and popular Drafting Wills A to Z series along with 6 additional estate planning themed programs. Join our talented faculty for convenient presentations that provide helpful information for you, your practice, and your clients – register today!
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
Wednesday, October 12, 2022
9:00 – 10:00 a.m.
Maximize Your Resilience and Your Learning Agility
Law is a demanding profession with no shortage of changes and challenges. The market for legal services has transformed dramatically and the manner of how legal services are delivered is in constant flux. Client expectations remain high, in fact everyone’s expectations are high. The importance of learning how to mine wisdom from mistakes and how to resiliently bounce back after setbacks has never been greater. In this practical and engaging presentation, Carolien incorporates insights and actionable suggestions from renowned experts such as Dr. Martin Seligman, Dr. Albert Ellis, and Dr. Andrea Bonior and reputable organizations including the American Psychological Association and the Center for Creative Leadership as she defines “learning agility” and “workplace resilience” and explains how you can work to improve both of these attributes for yourself.
– Carolien Moors; HardTalk Biz Coaching
Wednesday, October 12, 2022
2:00 – 3:00 p.m.
Charitable Gifts and Trusts: The Top 5 Things Attorneys Should Know
This presentation is a replay of a webcast originally presented November 3, 2020.
Sheryl Morrison and Jim Thomson review the top 5 rules, strategies and considerations attorneys should keep in mind when developing estate plans with charitable gifts and trusts.
– Sheryl G. Morrison; Lathrop GPM
– James R. Thomson; Lathrop GPM
Tuesday, October 18, 2022
9:00 – 10:00 a.m.
Elimination of Bias: Mental Health and Addiction in Older Adults
Our profession and our clients are aging. Learn about mental health (including cognitive impairment) and addiction issues and the realities, risk factors, and resources specific to older adults. Understand unique barriers to getting help for older adults, characteristics of older adult mental health, chemical dependency, gambling problems, and the difference between dementia, grief, and depression. The program will touch on ethical issues that can arise if an impairment is present and offer a protocol to encourage someone to help.
– Joan Bibelhausen; Lawyers Concerned for Lawyers
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
9:00 – 10:00 a.m.
Who Is My Client? Thorny Conflicts Issues in Estate Planning and Administration
From the first day the heirs walk in your door, the seeds of potential conflicts of interest are scattered over the file, waiting to take root. Whether it is a choice of who will be the fiduciary, disputes between co-fiduciaries, or battles between the fiduciary and other beneficiaries, conflicts need to be treated promptly or they will grow out of control. This seminar will provide you with the herbicide you need to keep your practice healthy.
– Eric T. Cooperstein; Law Office of Eric T. Cooperstein
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
9:00 – 10:00 a.m.
Lessons Learned from Celebrity Contested Estates and Trusts
An informative and entertaining presentation highlighting some of the recent celebrity disputes, discussing the headlines vs. the realities, and then offering some “lessons learned” about how the disputes could have been avoided.
– Brian A. Dillon; Lathrop GPM
– Amy Erickson; Lathrop GPM
Wednesday, October 26, 2022
12:00 – 1:00 p.m.
Life and Death: Estate Planning Strategies for Health Savings Accounts
This presentation is a replay of a webcast originally presented September 17, 2021.
Health Savings Accounts are becoming extremely popular vehicles to accumulate savings to pay for medical expenses tax free during retirement. For estate planning attorneys, this means more attention needs to be paid to these accounts in the planning process during lifetime to avoid unpleasant surprises after death. This session will cover how to incorporate Health Savings Accounts into your estate planning processes during your client’s lifetimes, while ensuring they are distributed in the most tax efficient manner possible after death.
– Ryan McKeown; Wealth Enhancement Group
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
$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 12.0 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
Maximize Your Resilience and Your Learning Agility
1.0 standard CLE credit
Charitable Gifts and Trusts: The Top 5 Things Attorneys Should Know
1.0 standard CLE credit
Elimination of Bias: Mental Health and Addiction in Older Adults
1.0 elimination of bias 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
Who Is My Client? Thorny Conflicts Issues in Estate Planning and Administration
1.0 ethics credit
Drafting Wills A to Z: Wills with Trust Provisions
1.0 standard CLE credit
Lessons Learned from Celebrity Contested Estates and Trusts
1.0 standard CLE credit
Life and Death: Estate Planning Strategies for Health Savings Accounts
1.0 standard CLE credit
Drafting Wills A to Z: Putting It All Together
1.0 standard CLE credit
