ESTATE PLANNING: LIFE ESTATES
On Demand Seminar
ITEM #:  1728982001   |   EVENT CODE:  278628    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$65.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Available 24/7

To claim CLE credit, view by:  September 12, 2021

Through December 31, 2023, Minnesota-licensed attorneys can satisfy continuing legal education requirements by viewing and reporting up to 30 credits of on demand programming. Effective the first reporting period after January 1, 2024, there is no limit. 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.

Estate Planning: Life Estates – Medical Assistance and Tax Issues

Originally presented:  August 20, 2019     |     Course length:  1.0 hour

In this presentation, Amy will discuss what a life estate is, how it originated and how to create one. You will learn how to value a life estate and discuss the pros and cons of using life estate planning for medical assistance planning, estate tax planning, and general succession planning. Other topics to be covered include the income, gift, and estate tax implications of a sale or gift while retaining a life estate, the tax implications of releasing a life estate, and how to deal with a retained life estate on an estate tax return when the retained interest was sold or gifted.

– AmyAnn W. Mursu; Lakeview Trust & Estate Law, PLLC

$65

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.

Minnesota CLE has applied to the Minnesota State Board of CLE for 1.0 standard CLE credit. The maximum number of total credits you may claim for attending this program is 1.0 credit.

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.

STANDARD PRICE
$65.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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