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See the "Schedule & Faculty" tab below for course titles, dates, and times
Join us for one of our original curated webcast series, topics – 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 with eFormbook 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.
Tuesday, February 6, 2024
12:00 – 1:30 p.m.
Probate A to Z: Opening an Estate, Inventory, and Disclaimers
Join Deskbook editor Susan Link and colleague Matthew Frerichs for an in-depth look at the important considerations that accompany the opening of an estate. Topics include:
– Susan J. Link; Maslon LLP
– Matthew J. Frerichs; Maslon LLP
Friday, February 9, 2024
12:00 – 1:00 p.m.
Probate A to Z: Informal Probate – A Practical Approach
This session will provide practical pointers from a Probate Registrar on how to handle an informal probate proceeding. You will also learn how to avoid common deficiencies in your documents, which can postpone the successful completion of the proceeding.
– Laura J. Stevens; Probate Registrar, Ramsey County
Tuesday, February 13, 2024
2:00 – 3:00 p.m.
Probate A to Z: How to Handle Creditor Claims
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
Friday, February 16, 2024
9:00 – 10:00 a.m.
Probate A to Z: Estate and Income Tax Issues in Estate Administration
This presentation is a replay of a webcast originally presented November 14, 2023.
Mike Sampson discusses the logistics involved in handling income and transfer tax issues when administering an estate.
– Michael Sampson; Maslon LLP
Friday, February 16, 2024
12:00 – 1:30 p.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
Tuesday, February 20, 2024
12:00 – 1:00 p.m.
Probate A to Z: Medical Assistance Estate Recovery and Liens
This presentation is a replay of a webcast originally presented January 30, 2024.
Learn the who, what, when, why, and how of medical assistance estate recovery and liens in Minnesota.
– Mark A. Eekhoff; Minnesota Department of Human Services
Thursday, February 22, 2024
9:00 – 10:00 a.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.
– Laura E. Halferty; Stinson LLP
– Lauren W. Routhier; Stinson LLP
Thursday, March 14, 2024
9:00 – 11:30 a.m.
Probate A to Z: Beginning the Probate Process
Join Dan Donovan, Jayne Sykora, and Jen Santini for an overview of the statutes governing estate settlement and the probate process. They will share valuable tips and critical information that you need to know before your first meeting with a client. Meet the players in a probate proceeding and learn the procedures related to locating and marshalling probate and non-probate assets.
– Daniel R. Donovan; Faegre Drinker
– Jayne E. Sykora; Sykora & Santini PLLC
– Jennifer S. Santini; Sykora & Santini PLLC
$455
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 10.5 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: Opening an Estate, Inventory, and Disclaimers
1.5 standard CLE credits
Probate A to Z: Informal Probate – A Practical Approach
1.0 standard CLE credit
Probate A to Z: How to Handle Creditor Claims
1.0 standard CLE credit
Probate A to Z: Estate and Income Tax Issues in Estate Administration
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: Medical Assistance Estate Recovery and Liens
1.0 standard CLE credit
Probate A to Z: Closing and Distribution
1.0 standard CLE credit
Probate A to Z: Beginning the Probate Process
2.5 standard CLE credits
