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To claim CLE credit, view by: August 16, 2024
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.
Originally presented: August 17, 2022 | Course length: 6.0 hours
HIGHLIGHTS INCLUDE:
Welcome & Announcements (10 MINUTES)
– Jody A. Cohen Press, Course Chair
The Initial Meeting: “Getting to Know You” (60 MINUTES)
Five topics you must address in your initial client meeting: dual/multiparty representation; retainer agreements/engagement letters; probate assets vs. non-probate assets; wills vs. trusts; and incapacity planning.
– Jody A. Cohen Press
No Such Thing as a Basic Will: Guiding Those Who Don’t Know What They Don’t Know (60 MINUTES)
Will formalities and legalities, including:
– Camry M. Fielders & Philip J. Ruce
How to Draft Beneficial Beneficiary Designations (40 MINUTES)
This session will address the importance of reviewing and updating beneficiary designations. Discussions will include the Minnesota Multiparty Accounts Act; Revocation of Beneficiary Designation by Marriage Dissolution (Minn. Stat. §524.2-804 and Sveen v. Melin); and Rights of Survivorship (Minn.Stat. §524.6-204 and Estate of Patrick W. Butler).
– Megan C. Kelly
A Birds-Eye View of Medical Assistance: 5 Key Points About M.A. Eligibility (35 MINUTES)
In this session you will learn five key points to know about Medical Assistance eligibility, including statutory references, applicable law and estate recovery.
– Jill M. Sauber
4 Ways to Transfer Real Estate as Part of an Overall Estate Planning Strategy (45 MINUTES)
Real estate is typically the most valuable asset owned by individuals. Ownership of real estate can take on many forms and conveys specific duties and rights based on that ownership. This session will explore planning strategies for transferring real estate. Topics include:
– Callyn T. Bedker
Understanding Advanced Directives for Health Care and End of Life (60 MINUTES)
Comparing and contrasting Health Care Directives, DNR/DNI forms, POLST’s and the Caregiver Act, including the interplay in theory and practice between these documents. Also, practical tips on helping clients overcome barriers to completing their directives.
– Mary Frances M. Price
Understanding the Available Powers of Attorney: “A-N” and Beyond (60 MINUTES)
This session will explain the powers and limitations of Attorneys-in-Fact, the importance of selecting the right people for the job and remedies when things go wrong.
– Emily Valentine-Grimm
$245
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 6.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.0 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.
