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To claim CLE credit, view by: January 1, 2022
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: December 10, 2019 | Course length: 3.0 hours
Practical Estate Planning and Drafting Instruction
This session will focus on clients who are retired with adult children and some grandchildren. They are taking required minimum distributions from their retirement assets and living off of their investments. They are beginning to focus on planning for their own incapacity. Some of their children and grandchildren have struggled with chemical dependency or mental health issues.
Topics at this course include:
DWTA forms to be discussed include:
– Laura E. Halferty; Stinson LLP; Minneapolis
– Jennifer A. Lammers; Briggs & Morgan PA; Minneapolis
– Robert E. Lynn; Bartley & Lynn LLP; Northfield
– Michael P. Sampson; Maslon LLP; 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.
