To claim CLE credit, view by: October 23, 2020
Note that Minnesota-licensed attorneys may earn up to 15 hours of their 45-hour requirement each reporting period by viewing on demand seminars. Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.
Originally presented: September 25, 2018 | Course length: 6.5 hours
Get Answers to More Than 150 Questions in 13 Areas of Estate, Probate and Trust Law
This practical crash course features fast-paced and focused sessions designed to refresh and extend your understanding of common issues. Experienced attorneys offer convenient and practical advice to invigorate your approach to estate planning. All attendees receive The Complete Estate Planning Lawyer’s Quick Answer Book, an invaluable reference guide, updated for 2018, containing the answers, legal authority and commentary for the questions discussed.
Ethics and Client Relationships in Estate Planning (30 MINUTES)
0.5 ethics credit applied for
Can I represent a client adverse to a former estate planning client? What do I do (and which professional rules apply) if I think a client has diminished mental capacity? What are the ethical considerations related to flat-fee billing? And more.
– Melissa A. Saunders & Kari Stonelake-Hopkins
Estate Planning, Generally (30 MINUTES)
What should be included in the estate planning discussion between me and my client? What are the legal requirements to execute common estate planning documents (will, trust, health care directive, power of attorney)? What are the estate planning considerations for non-U.S. citizens? And more.
– Tara D. Mattessich
Incapacity Planning: Health Care Directives and Powers of Attorney (30 MINUTES)
What are the requirements for signing a valid health care directive? What are the different types of powers of attorney recognized in Minnesota? And more.
– Tara D. Mattessich
Probate Administration (30 MINUTES)
What are the Personal Representative’s options when beneficiaries disagree on the distribution of tangible personal properties? What is the difference between Supervised and Unsupervised Administration? What constitutes a claim against the probate estate? And more.
– Ivory S. Umanah
Trust Administration (30 MINUTES)
What are the duties and responsibilities of a trustee? What are the first steps a trustee should take when the grantor dies? What happens when there is an error in the trust document? And more.
– Philip J. Ruce
Real Estate (30 MINUTES)
When conveying real estate to a trust, should it be conveyed to the trust or to the trustee? What is a medical assistance clearance certificate and when is it used? Can real estate be transferred to an heir/devisee/beneficiary if there is still a mortgage on the property? And more.
– Jennifer Santini & Jayne Sykora
Retirement Planning (30 MINUTES)
Are there circumstances when a surviving spouse should not roll the decedent’s retirement account into his or her own IRA? If a retirement account lists a trust as the beneficiary, what rules must be followed to calculate RMDs based upon the life expectancy of the trust beneficiaries? What is a Qualified Charitable Contribution and why should my clients consider using this concept? And more.
– Bryan Jamison
Navigating Family Dynamics (30 MINUTES)
How should my client provide for a child from a previous relationship or marriage in his/her estate plan? What should I look for in an ante-nuptial (prenup) agreement when drafting a client’s estate plan? My client is on his/her second marriage and has children from a previous marriage. Whom should the client name as attorney-in-fact and personal representative? And more.
– Courtney R. Sebo
Litigation in Estate, Probate, and Trusts (30 MINUTES)
You prepared a will for a client who has now died. The client’s estranged daughter calls. She asks for a copy of the client’s file. Can you provide it without a court order?; Client’s uncle is the trustee of Client’s father’s trust and the personal representative of Client’s father’s estate. Client is a trust beneficiary and a residual devisee of the estate, and suspects uncle is stealing from both. Client asks what she can do to stop him!; And more.
– Kirstin E. Helmers & Pamela D. Steinle
Business Succession Planning (30 MINUTES)
My client plans to rely on cash flows from her business as her primary source of retirement income. What kind of business succession planning can she do to secure her retirement? Will my client’s business/business partners have enough liquidity to buy out my client’s interest without having to sell the business? The value of my client’s business is starting to really explode. Is there anything I should be doing from an estate planning perspective? And more.
– Diana L. Marianetti
Charitable Planning (30 MINUTES)
How does one name a charity as a beneficiary on a bank or brokerage account? What are the income tax deduction limits and rules for lifetime charitable gifts? What is a Charitable Remainder Trust and when is it beneficial? And more.
– Sheryl G. Morrison
Other Tax Considerations (30 MINUTES)
My client is a trustee of an irrevocable trust and would like to make a distribution to a new trust established for one of the beneficiaries. What are the rules for decanting a trust in Minnesota?; My client would like to help pay for her grandchild’s college education. What are some planning options I should recommend?; My client recently passed away and his net worth exceeds the Minnesota estate tax exemption. Should his surviving spouse disclaim assets into his disclaimer trust? How do you make a qualified disclaimer?; And more.
– Katherine A. Charipar
Guardianships and Conservatorships (30 MINUTES)
What is the difference between guardianship and conservatorship? What is “supported decision making?” Can a guardianship from another state be transferred into Minnesota? And more.
– John Kantke
Other discounts that may apply:
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 firstname.lastname@example.org.
Minnesota CLE has applied to the Minnesota State Board of CLE for 6.5 CLE credits, including 0.5 ethics credit. The maximum number of total credits you may claim for attending this program is 6.5 credits.
Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.