ESTATE PLANNING WEBCAST SERIES
Live Webcast Package
ITEM #:  1649162501   |   EVENT CODE:  SEE "CREDITS" TAB BELOW
STANDARD PRICE
$475.00
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

Estate Planning Webcast Series

September is Estate Planning Month at Minnesota CLE! Register for this value-packed series that includes all of the webcasts in the Drafting Wills A to Z Webcast Series plus 5 additional estate planning topics – including an elimination of bias course. As a bonus, you will also receive a webcast presented by Carolien Moors on resilience and learning agility.

Times listed are Central Time.

Thursday, September 5, 2024
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


Thursday, September 5, 2024
2:00 – 3:00 p.m.
Elder Law Essentials for the Estate Planning Attorney
Having a basic understanding of elder law benefits is necessary to adequately protect your client’s interests. This presentation will cover what you need to know about Medical Assistance and Social Security benefits.
– Megan C. Kelly; Northwoods Law Group, P.A.


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


Tuesday, September 10, 2024
2:00 – 3:00 p.m.
Between Death and Disposition: 8 Things Estate Planners Are Dying to Know about Mortuary Law
Learn about final disposition, advance directives, prepaid services, autopsies, embalming, cemetery plots and more in this behind-the-scenes look at this often-overlooked aspect of estate planning from lawyer and licensed mortician Jill Sauber.
– Jill M. Sauber; Sauber Legal Services LLC


Wednesday, September 18, 2024
9:00 – 10:00 a.m.
Elimination of Bias: Mental Health and Addiction Issues 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 the 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. This course is designed to educate attorneys to identify and eliminate from the legal profession and from the practice of law biases against persons because of disabilities related to mental and chemical health issues.
– Joan Bibelhausen; Lawyers Concerned for Lawyers


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
9:00 – 10:00 a.m.
Ten Common Claims in Estate and Trust Litigation
This presentation will discuss common issues that arise in estate and trust matters and provide legal resources and procedural rules specific to those issues. 
– Robert A. McLeod; Taft Stettinius & Hollister


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
9:00 – 10:00 a.m.
Community or Marital Property vs. Separate or Nonmarital Property: What Minnesota Attorneys Need to Know
Ten states in the United States are community property states and forty are common-law or “separate” property states. What happens when clients move from a community property state to a common-law property state? How about moving from common-law to community property state? Learn the answers to these questions and other common estate planning considerations in this insightful presentation.
– Alison J. Midden; Taft Stettinius & Hollister LLP


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

$475

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.

Maximize Your Resilience and Your Learning Agility
1.0 standard CLE credit

Elder Law Essentials for the Estate Planning Attorney
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: A Primer on the Generation-Skipping Transfer (GST) Tax
1.0 standard CLE credit

Between Death and Disposition: 8 Things Estate Planners Are Dying to Know about Mortuary Law
1.0 standard CLE credit

Elimination of Bias: Mental Health and Addiction Issues in Older Adults
1.0 elimination of bias credit

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

Ten Common Claims in Estate and Trust Litigation
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

Community or Marital Property vs. Separate or Nonmarital Property: What Minnesota Attorneys Need to Know
1.0 standard CLE credit

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

STANDARD PRICE
$475.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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