THE MINNESOTA TAXABLE ESTATE: DRAFTING WITH THE END IN MIND
On Demand Seminar
ITEM #:  1734412101   |   EVENT CODE:  334503    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Available 24/7

To claim CLE credit, view by:  December 12, 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.

The Minnesota Taxable Estate: Drafting with the End in Mind

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

Originally presented:  December 8, 2020     |     Course length:  3.0 hours


In-Depth Discussion of Practical Estate Planning and Drafting Issues and Forms
This helpful half-day course on Drafting Wills & Trust Agreements Forms is based on a realistic client scenarios. Scenarios and topics covered include:


SCENARIO 1A:
John (75) and Jane (74) Doe, married with three adult children, $5M estate

  • John has $2.5M IRA 
  • Homestead $600K – no mortgage – titled jointly
  • Condo in Florida $400K – no mortgage – titled jointly
  • Joint brokerage account $850K
  • Jane has $200K IRA
  • Recreational vehicles $100K
  • Checking/Savings – $150K – titled jointly
  • Spendthrift issues with one child


TOPICS:
What are the pros/cons of each type of plan? What steps does the drafter need to take to help ensure the chosen plan will work the way the client wishes? What are the various provisions within the documents that could be used? 

Panelists will walk through utilizing various plans from the Drafting Wills and Trust Agreements Deskbook, namely: 

  • Disclaimer Wills
  • Maritalized Trusts
  • Joint Trust

– Andrea S. Breckner; Olson & Breckner, P.A.; Minneapolis
– Alison J. Midden; Taft Stettinius & Hollister LLP; Minneapolis
– Michael P. Sampson; Maslon LLP; Minneapolis
– Cameron R. Seybolt; Fredrikson & Byron, P.A.; Minneapolis

$175

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 is applying to the Minnesota State Board of CLE for 3.0 standard CLE credits. The maximum number of total credits attendees may claim for 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
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
ADDITIONAL RECOMMENDATIONS FOR YOU (10 items):