DRAFTING FOR MARRIED COUPLES WITH OLDER CHILDREN
On Demand Seminar
ITEM #:  1730412001   |   EVENT CODE:  286355    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$195.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Available 24/7

To claim CLE credit, view by:  January 1, 2022

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.

Drafting for Married Couples with Older Children

Providing valuable insights on the complex issues facing estate planning attorneys today

Originally presented:  December 3, 2019     |     Course length:  3.0 hours

Practical Estate Planning and Drafting Instruction
This session will focus on an older married couple with older children who have accumulated some assets, including taxable and tax-deferred investments, real estate, and life insurance. They are a blended family with children from previous marriages who are in their late teens or early 20s.

Topics at this course include:

  • Marital Deduction Formulas
  • QTIPs vs. Outright Marital Gifts
  • Powers of Appointment
  • Rearranging the Client’s Balance Sheet
  • How to Fund Trusts
  • Dealing with Addiction and Other Issues with Children
  • Trustee Selection
  • Trusts for Lifetime Gifting
  • Provisions Allowed by the UTC (directed trusts, decanting, silent trusts, etc.)

DWTA forms to be discussed include:

  • Maritalized Family Trust Will
  • Maritalized Revocable Trust
  • Silent Trusts
  • Trust Protectors
  • Irrevocable Life Insurance Trust
  • Single Beneficiary Gift Trust (“Crummey”)
  • Revocable Trust for Retirement Plan Benefits

– Andrea S. Breckner; Olson & Breckner, P.A.; Minneapolis
– Michael P. Sampson; Maslon LLP; Minneapolis
– Cameron R. Seybolt; Fredrikson & Byron, P.A.; Minneapolis

Seminar materials will consist of the difficult, confusing clauses from each of the forms to be discussed, as well as practice points related to the type of client that is covered in the seminar. The forms themselves are not included.

$195

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 3.0 standard CLE credits. The maximum number of total credits you may claim for attending this program is 3.0 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.

STANDARD PRICE
$195.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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