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See the "Schedule & Faculty" tab below for course titles, dates, and times
The Trusts A to Z Webcast Series brings together a team of skilled and experienced practitioners who will break down the defining features of the most commonly used estate planning tools. You’ll learn how to confidently select and tailor trusts to meet your clients’ unique goals. Don’t miss this opportunity to deepen your expertise – register today and join us online in September for this practical and insightful series.
Times listed are Central Time.
Thursday, September 11, 2025
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.
– Kimberly L. Lalonde; Guzmán LaLonde, P.A.
Wednesday, September 17, 2025
12:00 – 2:00 p.m.
Trusts A to Z: Fundamentals of Revocable Trusts
Revocable trusts are the most widely used type of trust in estate planning. In this presentation, we'll break down the key elements of revocable trusts, helping you understand how they can effectively achieve common estate planning goals. Additionally, our presenters will provide valuable drafting tips to help you avoid common pitfalls when working with revocable trusts.
– Diana L. Marianetti; NorthRock Partners
– Caitlin E. Abram; NorthRock Partners
Thursday, September 18, 2025
12:00 – 1:00 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
Monday, September 22, 2025
2:00 – 3:00 p.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 modification, non-judicial modification, settlement agreement, 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
Thursday, September 25, 2025
2:00 – 3:00 p.m.
Trusts A to Z: The Basics of Trust Administration
Join Christopher Burns for this practical presentation on trust administration. As a bonus for attending this program, all attendees will receive a complimentary copy of the Trust Administration Checklist for an Individual Trustee Legal QuickSheet.
– Christopher J. Burns; Henson & Efron PA
$225
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, elimination of bias, and mental health/substance use 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: Supplemental and Special Needs Trusts
1.0 standard CLE credit
Trusts A to Z: Fundamentals of Revocable Trusts
2.0 standard CLE credits
Trusts A to Z: Understanding and Utilizing Irrevocable Trusts
1.0 standard CLE credit
Trusts A to Z: Various Approaches to Trust Modification
1.0 standard CLE credit
Trusts A to Z: The Basics of Trust Administration
1.0 standard CLE credit
