8:30 – 8:55 a.m.
JOIN ONLINE

8:55 – 9:00 a.m.
Welcome & Introduction
– Susan L. Link, Course Chair

9:00 – 9:50 a.m.
Beginning the Probate Process Part 1 – “What Is Probate and How Does the Process Get Started?”
An overview of the statutes governing estate settlement and the probate process. Learn the benefits of avoiding probate and alternative methods of transferring assets. Meet the players in a probate proceeding. Practical tips to remember during the initial phone call: “What should I be thinking about when a family member calls to let me know a client has died?”.
– Daniel R. Donovan

9:50 – 9:55 a.m.
BREAK

9:55 – 10:30 a.m.
Beginning the Probate Process Part 2 – “What Do the Statutes Say About How to Proceed?”; How to Conduct a Comprehensive Initial Client Interview
Familiarize yourself with the statutes that govern probate proceedings in Minnesota. Learn the critical information you need to know before your first meeting with a client, including relevant statutory guidelines, how to determine whether property constitutes a probate asset, and how to identify a personal representative. Discover the keys to handling an initial client interview tactfully and efficiently. Review the information typically contained in a client intake form.
– Andrea S. Breckner

10:30 – 10:40 a.m.
BREAK

10:40 – 11:30 a.m.
Key Issues in Formal Probate
When should you use a formal probate proceeding? What forms do you need to file to commence a formal proceeding? Step-by-step guidance to ensure that you are prepared to initiate the formal proceeding, including sample forms to illustrate each step.
– Cynthia R. Costello & Susan J. Link

11:30 – 11:35 a.m.
BREAK

11:35 a.m. – 12:20 p.m.
Handling Informal Probate: A Practical Approach
Pick up valuable tips on how to handle an informal probate proceeding from a Probate Registrar. What to include in your application, when you must file, and other practical pointers designed to ensure that your informal probate proceeding is completed smoothly.
– Julie Peterson

12:20 – 12:30 p.m.
QUESTIONS & ANSWERS

12:30 – 1:30 p.m.
LUNCH BREAK

1:30 – 2:15 p.m.
Handling Creditors’ Claims Against the Estate
Learn what constitutes a “claim” in Minnesota, how to give proper notice of probate to potential creditors, and how to handle payment of legitimate claims. Discover how to protect the estate from claims that are barred or improperly submitted.
– William R. Asp

2:15 – 2:20 p.m.
BREAK

2:20 – 3:05 p.m.
How to Manage Real Estate Transfers in Estate Administration
Estates commonly include real property, and you need to know the specific rules associated with transferring this type of asset. Find out how to ensure that you’ve properly addressed the most critical component of the conveyance; how to spot and address pre-conveyance issues; and how to complete the conveyance efficiently.
– J. Steve Nys

3:05 – 3:15 p.m.
BREAK

3:15 – 4:15 p.m.
Last Steps: The Final Account and Closing and Distributing the Estate
This session will identify for you specific considerations that you must be aware of when closing and distributing the estate. You will learn the process by which different types of assets must be distributed. You will also receive helpful guidance on choosing the appropriate method of closing an estate, and the procedures required by each method.
– Laura E. Halferty

4:15 – 4:30 p.m.
QUESTIONS & ANSWERS

LIVE WEBCAST
Tuesday, January 12, 2021
Attend online

REPLAYS
There are no replays.

$195 MSBA members / $195 paralegals / $245 standard rate

Other discounts that may apply:

• Season Pass Discount
• New Lawyer Discount

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.