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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.
Originally presented: February 18, 2025 | Course length: 3.0 hours
In this session, a panel of seasoned practitioners consider several fact patterns and offer their unique approaches to developing and implementing an estate plan, incorporating the Drafting Wills & Trust Agreements forms into the discussion. General topics include: Whether to Use Revocable Trusts or Wills; Trusts for Children: How to Structure, Things to Consider, Nominating Trustees; Independent Trustees; Handling Vacation Properties; Editing/Removing DWTA Paragraphs; Charities; Lapses; and Trustee Selection.
Scenario-Based Estate Planning (For Non-Taxable Estates) (3 HOURS)
In this session, a panel of seasoned practitioners will consider several fact patterns and then offer their unique approaches to developing and implementing an estate plan, incorporating the Drafting Wills & Trust Agreements forms into the discussion. General topics include: Whether to Use Revocable Trusts or Wills; Trusts for Children: How to Structure, Things to Consider, Nominating Trustees; Independent Trustees; Handling Vacation Properties; Editing/Removing DWTA Paragraphs; Charities; Lapses; and Trustee Selection.
FORMS TO BE DISCUSSED
– Jennifer S. Santini, Paula J. Stumne & Ruthanne Hedstrom Vos
$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.
