IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.
ONLINE
Wednesday, December 16, 2020
9:00 AM - 12:15 PM
LIVE ONLINE ONLY – NO IN-PERSON ATTENDANCE
In-Person Passholders – You may use your Pass to register for the live webcast at no charge.
In-Depth Discussion of Practical Estate Planning and Drafting Issues and Forms
This program is the third in a series of four helpful half-day courses on Drafting Wills & Trust Agreements Forms. Each course in this series will be based on realistic client scenarios. See the Schedule & Faculty tab for more information on the scenarios and topics that will be covered at this session.
See also these programs in the Drafting Wills & Trust Agreements Forms Series:
The Minnesota Taxable Estate: Drafting with the End in Mind
The Minnesota Taxable Estate: The End Is Just the Beginning – Administering the Plan
The Blended Family: The End Is Just the Beginning – Administering the Plan
8:30 – 9:00 a.m.
JOIN ONLINE
9:00 a.m. – 12:15 p.m.
(includes one 15-minute break)
Panel Session
Scenario 2A
Mike (54) and Mary (55) Smith, 2nd marriage for each, adult children from previous marriages, $3M estate
What are the pros/cons of each type of plan? What steps does the drafter need to take to help ensure the chosen plan will work the way the client wishes? What are the various provisions within the documents that could be used?
Panelists will walk through utilizing various plans from the Drafting Wills and Trust Agreements Deskbook, namely:
– Alison J. Midden; Taft Stettinius & Hollister LLP; Minneapolis
– J. Steve Nys; Fryberger, Buchanan, Smith & Frederick, P.A.; Duluth
– Scott A. Ruhsam; Kennedy & Ruhsam Law Offices, P.A.; Eagan
– Jayne Sykora; Sykora & Santini PLLC; Minneapolis
$155 MSBA members / $155 paralegals / $175 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 3.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 3.0 credits.
Seminar materials will consist of the difficult and confusing clauses from each of the forms to be discussed, as well as practice pointers related to the type of client that is the subject of the session. The forms themselves are not included.
Purchase the Drafting Wills & Trust Agreements Deskbook for 25% off on the day of the seminar and have all of the forms at your fingertips! A coupon code will be provided to attendees during the seminar.
