Welcome & Announcements  (5 MINUTES)
– Michael P. Sampson & Matthew Frerichs, Course Co-Chairs

Not Just the Basics – An Introduction to Trusts with a Look at State Specific Matters  (60 MINUTES)
This practical easy-to-understand session starts with the basics of trust law, including definitions, use, benefits and funding. The basics are followed by a look at state specific formula gifts, stand-alone QTIP trusts, and other Minnesota-specific trust matters. The session also explores how the Uniform Trust Code provides flexibility for planners, trustees, and beneficiaries and practical ways to use the available tools.
– Michael P. Sampson

Making the Right Choice – Revocable Trusts  (45 MINUTES)
Revocable trusts are the most common trust vehicle. Learn how to explain them to your clients in a manner that helps them understand how to accomplish their estate planning goals using a revocable trust. Learn drafting tips for avoiding common issues that arise with revocable trusts.
– Matthew Frerichs & Jason W. Schuller

Making the Right Choice – Revocable Trusts (cont.)  (45 MINUTES)
– Matthew Frerichs & Jason W. Schuller

Providing and Protecting – Supplemental and Special Needs Trusts  (60 MINUTES)
Supplemental and special needs trusts are established to benefit a person with a disability by supplementing the government benefits they receive. Learn the differences and uses of these two trusts. The session will address drafting and funding considerations as well as issues regarding administration.
– Jessica Timmington Lindstrom

A Good Way to Give – Irrevocable Trusts  (60 MINUTES)
Irrevocable trusts are important estate planning tools but require careful preparation. This session will cover: when to recommend an insurance trust; how the insurance trust escapes estate taxation; applicable federal requirements and other considerations for gift trusts plus special pointers on cabin trusts.
– Philip J. Ruce

How to Help the Right Way – Charitable Trusts  (60 MINUTES)
This session will discuss the basics of split-interest trusts, how to set them up, how they differ from other types of trusts, potential pitfalls, and practice points so you can help your clients.
– Sheryl G. Morrison

Administration of Trusts: Major Issues, Opportunities, and Pitfalls post-Trust Formation  (60 MINUTES)
This session will discuss how to effectively administer a trust once it has been created. Learn about major issues with administration, the common problems that arise with trusts, and how to fix problems that arise after establishing the trust.
– Denise Rahne & Jennifer Santini

$295

Other discounts that may apply:

• Season Pass Discount
• On Demand Bundle Discount
• New Lawyer Discount

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 6.5 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.5 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.