DRAFTING WILLS A TO Z WEBCAST SERIES
Live Webcast Package
ITEM #:  1649132501   |   EVENT CODE:  SEE "CREDITS" TAB BELOW
STANDARD PRICE
$285.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

See the "Schedule & Faculty" tab below for course titles, dates, and times

Drafting Wills A to Z Webcast Series

Join Minnesota CLE and the terrific faculty assembled here for an insightful, step-by-step look at the art of drafting a will. Topics to be addressed include the initial client interview, health care directives, powers of attorney, major clauses included in the basic will, the GST tax, and an insightful closing presentation on the ethics of advising clients with dementia and other memory impairments. Register today for this valuable webcast series and view them live with the peace of mind that you will have the ability to view the recordings as many times as you would like with our "Watch Again" feature.

Times listed are Central Time.

Friday, September 6, 2024
9:00 – 10:00 a.m.
Drafting Wills A to Z: Health Care Directive and Power of Attorney
A look at when and how to use a health care directive and a discussion of the 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


Tuesday, September 10, 2024
12:00 – 1:00 p.m.
Drafting Wills A to Z: A Primer on the Generation-Skipping Transfer (GST) Tax
The generation-skipping transfer is an important estate planning tool, and understanding the GST tax is essential. Learn what it is, its exclusions and exemptions, its reporting requirements and its many nuances for the planning process.
– Theresa (Tessa) R. Mielke; Dorsey & Whitney LLP
– Sonny F. Miller; Dorsey & Whitney LLP


Wednesday, September 18, 2024
12:00 – 1:00 p.m.
Drafting Wills A to Z: Using the Initial Client Interview to Inform the Estate Plan
Learn how to prepare yourself and your clients to maximize the effectiveness and the efficiency of the initial interview. Includes sample client questionnaire.
– Letty M-S Van Ert; Tuft Lach Jarabek & O’Connell PLLC


Thursday, September 19, 2024
12:00 – 1:00 p.m.
Drafting Wills A to Z: Building Blocks of the Basic Will
Join Cameron Kelly 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.
– Cameron R. Kelly; Cummins & Bonestroo Law Office PLLC


Thursday, September 19, 2024
2:00 – 3:00 p.m.
Drafting Wills A to Z: Electronic Wills and Other Technology Impacting the Practice
Minnesota’s Uniform Electronic Wills Act was signed by Governor Tim Walz on March 30, 2023, and became effective on August 1, 2023. Join us for a practical seminar on how to incorporate electronic wills into your estate practice – what is required and what is not allowed. This presentation also includes a discussion of how AI and other technological advances are currently being used by some estate planning attorneys.
– Cameron R. Kelly; Cummins & Bonestroo Law Office PLLC


Friday, September 20, 2024
12:00 – 1:00 p.m.
Drafting Wills A to Z: Advising Clients with Dementia and Other Memory Impairments
Clients with memory loss pose special challenges to representation, whether it be dealing with family and caregivers, assessing capacity, or simply keeping the appropriate persons informed of the status of the client. This session will walk through common ethical issues lawyers may encounter such as: diminished capacity, undue influence, conflicts of interest, and more.
– Karin Ciano; Office of the Lawyers Professional Responsibility Board

$285

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: Health Care Directive and Power of Attorney
1.0 standard CLE credit

Drafting Wills A to Z: A Primer on the Generation-Skipping Transfer (GST) Tax
1.0 standard CLE credit

Drafting Wills A to Z: Using the Initial Client Interview to Inform the Estate Plan
1.0 standard CLE credit

Drafting Wills A to Z: Building Blocks of the Basic Will
1.0 standard CLE credit

Drafting Wills A to Z: Electronic Wills and Other Technology Impacting the Practice
1.0 standard CLE credit

Drafting Wills A to Z: Advising Clients with Dementia and Other Memory Impairments
1.0 ethics credit

STANDARD PRICE
$285.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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