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To claim CLE credit, view by: February 18, 2027
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: February 19, 2025 | Course length: 6.0 hours
If you frequently work with small estates this course is for you!
Highlights Include:
Don’t miss this seminar specifically designed with solo and small firm practitioners in mind!
WELCOME & INTRODUCTION (5 MINUTES)
Building Rapport and Getting the Information You Need – How to Make the Most of the Initial Client Meeting (45 MINUTES)
Learn the 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
How to Draft Beneficial Beneficiary Designations (30 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
5 Things Every Estate Planning Attorney Needs to Know About Medical Assistance Eligibility (30 MINUTES)
Learn five key points to know about Medical Assistance eligibility, including statutory references, applicable law and estate recovery.
– Martha Amdahl
Integrating Long-Term Care Insurance Into a Small Estate Plan (30 MINUTES)
With the rising costs of long-term care, it’s crucial to advise clients on strategies that protect their assets while ensuring access to necessary care. Get guidance for effectively integrating long-term care insurance into small estate plans.
– Jody A. Cohen Press & Elizabeth I. Wrobel
Distributions from Retirement Accounts and Other Tax Considerations for the Small Estate (30 MINUTES)
Gain a practical understanding of the complex tax implications surrounding distributions from retirement accounts and the key tax considerations, planning opportunities, and potential pitfalls associated with distributions.
– James T. McNary
Transfer on Death Deeds and Other Methods of Transferring Real Estate as Part of the Plan for a Small Estate (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
Effective Will Drafting for the Small Estate (60 MINUTES)
Get a comprehensive overview of Will formalities and legalities, including:
– Philip J. Ruce
Understanding Advanced Directives for Health Care and End of Life (45 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 (45 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.
– John P. Worrell
$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.
