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To claim CLE credit, view by: September 20, 2025
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: September 21, 2023 | Course length: 6.0 hours
Do you know the most important cases in estate planning, probate, and trust law? Are you sure?
Our expert faculty will dive deep into 50 significant cases and explain the holdings and analysis. Additionally, our experts will ensure that you start out with the right cases, answer your questions, and point you in the right direction for further research. Cases analyzed will include: Larkin v. McCabe, In Re Trusteeship Under Agreement with Mayo, Great Northern Iron Ore Props, Estate of Bongard v. Commissioner, Kremer, Congdon, Sangren, Stisser, Estate of Reay, Estate of Wilson, Lincoln Benefit, and many more!
Bonus Book!
In addition to the insights of our case law experts at the course, you’ll also receive an electronic copy of a book that contains a detailed summary of each case. Each summary will generally include a quick recap of the facts, the holding, the author’s commentary, practice pointers, and a list of related authorities. The book is the best way to begin your case research. The authors will ensure that you start with the right cases, answer your questions and point you in the right direction for further research.
A day full of insights and a book full of helpful case summaries and practice pointers – get both when you attend this course! It’s the fastest way to ensure the key cases you cite actually mean what you think they mean!
Welcome & Introduction (5 MINUTES)
– Katherine A. Charipar & Diana L. Marianetti, Course Co-Chairs
Trust Creation / Public Policy (20 MINUTES)
In re Bush’s Trust, Larkin v. McCabe, and more!
– Amanda N. Juelson
Trust Construction (20 MINUTES)
In Re Trusteeship Under Agreement with Mayo, In re Trust Under Agreement by Wiedemann, and more!
– Carly J. Johnson & Evan A. Nelson
Trustee Duties (50 MINUTES)
In re Trusteeship of Williams, Great Northern Iron Ore Props, and more!
– Anne E. Rondoni Tavernier & Todd A. Wind
Grantor Trust Status and Disregarded Sales (20 MINUTES)
PLR 201949015, Madorin v. C.I.R., and more!
– Jesse C. Beier
Gifting Cases (55 MINUTES)
Estate of Bongard v. Commissioner, Commissioner of Internal Revenue v. Procter, and more!
– Matthew J. Shea & Edward H. Tully
Antenuptial Agreements and Spousal Maintenance Waivers (20 MINUTES)
Estate of Kinney, Kremer, and more!
– Katherine A. Charipar
Probate Court Jurisdiction and Venue (20 MINUTES)
Congdon, Sangren, Swanson v. Wolf, and more!
– Charles K. Maier
Testator Intent and Extrinsic Evidence (20 MINUTES)
In the Matter of the Trusts Created in and by the Last Will and Testament of Hartman, and more!
– Denise S. Rahne
Elective Share Rights / Effect of Divorce (30 MINUTES)
Lincoln Benefit, Mony v. Ericson, and more!
– Joshua C. Hillger
Disclaimers / Privilege (20 MINUTES)
In re Bowman Trust ex re. McCourt, and more!
– Casey D. Marshall
Income Tax (20 MINUTES)
Fielding, v. Kaestner 1992 Family Trust, and more!
– Andrew T. Howard
$295
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.
