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See the "Schedule & Faculty" tab below for course titles, dates, and times
The Trusts A to Z Webcast Series is designed to provide you with answers to the questions that your clients are asking. Featuring a group of talented and experienced practitioners, our faculty will explain the defining characteristics of each of these commonly used estate planning tools so that you can tailor the plan that best meets your clients’ goals. Register today and join us online in January for this valuable series.
Times listed are Central Time.
Thursday, January 12, 2023
2:00 – 3:00 p.m.
Trusts A to Z: Understanding and Utilizing Irrevocable Trusts
Irrevocable trusts are important estate planning tools but require careful preparation. This presentation will outline irrevocable trust strategies and some of the most common types of irrevocable trusts along with the associated benefits, drawbacks, and tax consequences of each.
– Beth T. Morrison; Lathrop GPM
Tuesday, January 17, 2023
12:00 – 2:00 p.m.
Trusts A to Z: Fundamentals of Revocable Trusts
Revocable trusts are the most common trust vehicle. This presentation will explain the fundamental aspects in a way that allows you to understand how they can accomplish common estate planning goals. Presenters will also share drafting tips for avoiding common issues that arise with revocable trusts.
– Diana L. Marianetti; NorthRock Partners
– Caitlin E. Abram; NorthRock Partners
Wednesday, January 18, 2023
12:00 – 1:00 p.m.
Trusts A to Z: Supplemental and Special Needs Trusts
Supplemental and special needs trusts are established to benefit a person with a disability by supplementing the government benefits they receive. Learn the differences between these two trusts and their uses. This presentation will address drafting and funding considerations as well as issues regarding administration.
– Lori L. Guzmán; Guzmán LaLonde, P.A.
Wednesday, January 18, 2023
2:00 – 3:00 p.m.
Trusts A to Z: The Basics of Trust Administration
Join Amanda Juelson for this practical presentation on trust administration as she outlines the essentials of the Trust Administration Checklist for an Individual Trustee Legal Quicksheet that she authored. As a bonus for attending this webcast, all attendees will receive a complimentary copy of the checklist.
– Amanda Juelson; Taft Stettinius & Hollister LLP
Wednesday, January 25, 2023
9:00 – 10:00 a.m.
Trusts A to Z: Various Approaches to Trust Modification
Under current trust law, there are a number of different ways to modify an irrevocable trust, such as judicial modifications, non-judicial modifications and settlement agreements and decanting. With the ability to modify irrevocable trusts, estate planners can now reform and update trusts to take advantage of changes in the law or to better suit a family’s needs and circumstances. But, what is the best approach to use to modify a trust? This session will examine the various approaches to trust modification and the advantages and disadvantages of each approach.
– Chad A. Carr; Stadig Johnson
Wednesday, January 25, 2023
2:00 – 3:00 p.m.
Trusts A to Z: What You Need to Know About Gun Trusts
This presentation is a replay of a webcast originally presented June 24, 2022
A gun trust is the generic name for a revocable or irrevocable management trust that is created to take title to firearms. In this program, you will learn why a gun trust can be an important part of an estate plan. You will also gain an understanding of what you and your client need to know to avoid committing an accidental felony. Topics include:
– Ben I. Rust; Rust Law PLLC
$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 7.0 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.
Trusts A to Z: Understanding and Utilizing Irrevocable Trusts
1.0 standard CLE credit
Trusts A to Z: Fundamentals of Revocable Trusts
2.0 standard CLE credits
Trusts A to Z: Supplemental and Special Needs Trusts
1.0 standard CLE credit
Trusts A to Z: The Basics of Trust Administration
1.0 standard CLE credit
Trusts A to Z: Various Approaches to Trust Modification
1.0 standard CLE credit
Trusts A to Z: What You Need to Know About Gun Trusts
1.0 standard CLE credit
