Thursday, March 18, 2021
8:55 AM - 4:25 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.
Probate and trust disputes can present a myriad of issues, including fiduciary problems, family dynamics, creditor issues and unclear estate plans just to name a few. Because these cases present unique concerns and issues, attorneys need to know how to effectively prevent fights, settle them efficiently or move a case through court when litigation is unavoidable. This course is specifically designed for civil litigators, estate planning attorneys and practiced probate litigators. Join our esteemed faculty as they provide you with practical instruction and tips for handling common probate and trust controversies. Don’t miss this opportunity to build your skills and develop better tools and approaches for emotional and contentious litigation.
Topics addressed include:
All attendees will receive an electronic copy of Minnesota CLE’s handy Legal QuickSheet on Capacity and Legal QuickSheet on Attorney Fees in Probate, Trust and Related Proceedings.
8:25 – 8:55 a.m.
8:55 – 9:00 a.m.
WELCOME & INTRODUCTION
9:00 – 9:40 a.m.
Exploring the Potential New World of Electronic Wills, Harmless Error and Remote Notarization
A look at new draft legislation and how the increasing digitalization of estate planning impacts litigation.
– J. Steve Nys & Denise S. Rahne
9:40 – 9:45 a.m.
9:45 – 10:25 a.m.
Commencing a Case in 2021: Pleadings, Initial Hearings and Scheduling During COVID and Beyond
A “nuts and bolts” analysis of:
– Brian A. Dillon & Kimberly A. Prchal
10:25 – 10:35 a.m.
10:35 – 11:20 a.m.
Current Trends in How to Approach Discovery and Motions
Considerations for effective discovery and motion practice including:
– Casey D. Marshall, Teresa B. Molinaro & Adine S. Momoh
11:20 – 11:25 a.m.
11:25 a.m. – 12:10 p.m.
Quirks and Pitfalls of Probate and Trust Trials
Practical pointers to help you better understand the strategic choices that can make you more efficient and effective at trial:
– Joseph J. Cassioppi & Emily A. Unger
12:10 – 12:40 p.m.
12:40 – 1:25 p.m.
The Future of Mediation/ADR in Probate, Trust, and Guardianship/Conservatorship Disputes
Resolving disputes early and in the most amicable way possible is achievable and can lead to better outcomes for clients. Hear helpful considerations for weighing these options:
– Judge Robert A. Blaeser & Chris Tymchuck
– Anton Cheskis (moderator)
1:25 – 1:30 p.m.
1:30 – 2:10 p.m.
What Happens after Trial? Post-Trial Motions, Appeals and Recent Case Law
A case may not be completed when the trial ends. This session will address some important factors to evaluate post-trial:
– Susan (Susie) A. King & Robert A. McLeod
2:10 – 2:20 p.m.
2:20 – 3:20 p.m.
Elimination of Bias: Litigation Involving Vulnerable Adults – Ageism, Opportunism, and Autonomy
1.0 elimination of bias credit applied for
Join our panel as they connect these themes with your work in advising older adults and families in a way that offers useful perspective, tools, and/or moral support. The panel will address the following:
– Susan B. Crumb & Marit Anne Peterson
– Sharma Foley Affeldt (moderator)
3:20 – 3:25 p.m.
3:25 – 4:25 p.m.
Ethics: Ethical Considerations in Drafting, Administration and Litigation
1.0 ethics credit applied for
– Susan M. Humiston & Julian C. Zebot
– Jayne E. Sykora (moderator)
Thursday, March 18, 2021
There are no replays.
$195 MSBA members / $195 paralegals / $245 standard rate
Other discounts that may apply:
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 email@example.com.
Minnesota CLE is applying to the Minnesota State Board of CLE for 6.25 CLE credits, including 1.0 ethics credit and 1.0 elimination of bias credit. The maximum number of total credits attendees may claim for this program is 6.25 credits.