LIMITED AND UNLIMITED PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.
ONLINE
Tuesday, July 28, 2020
1:55 PM - 9:45 PM
LIVE ONLINE ONLY – NO IN-PERSON ATTENDANCE
Limited and Unlimited Passholders – You may use your Pass to register for the online program.
This course is designed to provide you with the practical advice and in-depth knowledge to further your understanding of trust law.
Includes Free Bonus Materials (provided electronically):
8:30 – 8:55 a.m.
JOIN ONLINE
8:55 – 9:00 a.m.
Welcome & Introduction
– Thomas H. Rauenhorst, Course Co-Chair
– Michael P. Sampson, Course Co-Chair
9:00 – 10:30 a.m.
Beyond the Basics: An Introduction to Trusts with a Look at State Specific Matters
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 statespecific 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.
– Thomas H. Rauenhorst & Michael P. Sampson
10:30 – 10:45 a.m.
BREAK
10:45 – 11:30 a.m.
Learn the Ins and Outs: Irrevocable Trusts
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. Learn the advantages and disadvantages for using irrevocable trusts compared to other trust vehicles.
– Jennifer Santini & Jayne Sykora
11:30 a.m. – 12:30 p.m.
A Trust that Supports: Supplemental and Special Needs Trusts
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.
– Lori L. Guzmán
12:30 – 1:30 p.m.
BREAK
1:30 – 3:00 p.m.
Grasping the Fundamentals: Revocable Trusts
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.
– Courtney A. Grimsrud & Alison J. Midden
3:00 – 3:15 p.m.
BREAK
3:15 – 4:45 p.m.
Administration of Trusts: Major Issues, Opportunities, and Pitfalls Post-Trust Formation
This panel will feature a discussion on 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.
– Cindy R. Costello, Courtney A. Grimsrud & Michael P. Sampson
– Thomas H. Rauenhorst, moderator
IN-PERSON LIVE PRESENTATION – NO LONGER AVAILABLEMonday, March 30, 2020Tuesday, July 28, 2020Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
LIVE WEBCAST
Tuesday, July 28, 2020
Attend online
IN-PERSON REPLAYS – ALL IN-PERSON REPLAYS HAVE BEEN CANCELLED
Schedule times for replays may differ from those for the live program. Start times are as indicated below. Please register at least one week in advance to secure your copy of the course materials on the day of the seminar.
Minneapolis – 10/5/20 (Check-In 8:30; Replay 9:00)
Minneapolis – 10/21/20 (Check-In 8:30; Replay 9:00)
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street and Nicollet Mall, Third Floor City Center
Duluth – 10/30/20 (Check-In 8:30; Replay 9:00)
Pier B Resort, Pilot House Boardroom; 800 West Railroad Street
Mankato – 10/16/20 (Check-In 8:00; Replay 8:15)
Farrish Johnson Law Office; 1907 Excel Drive
Saint Cloud – 10/20/20 (Check-In 8:15; Replay 8:30)
Rinke Noonan Law Firm; 1015 West Saint Germain Street
Live Webcast: $195 MSBA members / $195 paralegals / $245 standard rate
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 6.25 CLE credits. The maximum number of total credits attendees may claim for this program is 6.25 credits.
All course materials will be provided electronically.
Can't attend? The course materials are available for $75 (plus tax and handling), please call Minnesota CLE at 651-227-8266 or 800-759-8840. Available in hard copy. Orders will be filled after the live seminar. Legal QuickSheets sold separately.
