PRACTICE POINTERS FOR EVERY ESTATE PLAN
On Demand Seminar
ITEM #:  1950302501   |   EVENT CODE:  522288
STANDARD PRICE
$155.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Available 24/7

To claim CLE credit, view by:  February 17, 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.

2025 Drafting Wills & Trust Agreements Forms Series:
Practice Pointers for Every Estate Plan

Originally presented:  February 18, 2025     |     Course length:  3.0 hours


At a macro level, the goals and objectives of estate planning attorneys, whether in a large firm or solo practice, are often largely similar. But despite the overarching similarities, the methods and practices that practitioners employ on a day-to-day basis can vary widely. A panel of experienced estate planning attorneys will discuss common challenges, best practices, answer questions, and offer pointers in connection with the more practical aspects of estate planning, from wills vs. trusts, joint trusts vs. separate trusts, trust funding, and various forms used.

Practice Pointers for Every Estate Plan  (3 HOURS)
At a macro level, the goals and objectives of estate planning attorneys, whether in a large firm or solo practice, are often largely similar. But despite the overarching similarities, the methods and practices that practitioners employ on a day-to-day basis can vary widely. A panel of experienced estate planning attorneys will discuss common challenges, best practices, answer questions, and offer pointers in connection with the more practical aspects of estate planning, from wills vs. trusts, joint trusts vs. separate trusts, trust funding, and various forms used.

FORMS TO BE DISCUSSED

  • Estate Planning Questionnaire – Short Form
  • Estate Planning Questionnaire – Long Form
  • Estate Planning Engagement Agreement
  • Statutory Short Form – Power of Attorney
  • Health Care Directive – Long Form
  • Health Care Directive – Short Form
  • Basic Will
  • Revocable Trust

– Matthew J. Frerichs, Paul D. Funke & Jayne E. Sykora

$155

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
$155.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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