THE ABCS OF PROBATE PRACTICE IN MINNESOTA
Live Webcast Seminar
ITEM #:  2035102101   |   EVENT CODE:  337556    |   CREDIT STATUS:  APPROVED
MEMBER PRICE
$195.00
STANDARD PRICE
$245.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

ONLINE

Tuesday, January 12, 2021

8:55 AM - 4:30 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.

The ABCs of Probate Practice in Minnesota

Step-by-step guidance including forms initiating a formal proceeding

Topics covered include:

  • How to obtain crucial client information through the interview
  • Effectively and efficiently handling an informal probate
  • How to manage real estate transfers
  • Giving notice and handling creditors’ claims
  • Closing and distributing the estate
  • Understanding probate avoidance and alternative transfer methods
  • And much, much more!

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:

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.

MEMBER PRICE
$195.00
STANDARD PRICE
$245.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

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