2021 DWTA FORMS: THE FUNDAMENTALS (CHAPTERS 1-8)
Live Simulcast Seminar
ITEM #:  2139412201   |   EVENT CODE:  425095    |   CREDIT STATUS:  APPROVED
MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
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 simulcast at no charge.

ONLINE

Monday, December 6, 2021

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 simulcast at no charge.

2021 Drafting Wills and Trust Agreements – A Review of the Forms
The Fundamentals (Chapters 1-8)


In-Depth Discussion of Practical Estate Planning, Drafting Issues, and Considerations

This program is the first in a series of four helpful half-day courses focusing on the forms in Minnesota CLE's Drafting Wills & Trust Agreements Deskbook. Each course in this series will discuss the forms in specific chapters of the Deskbook.

In this seminar, panelists will discuss and review best practices regarding the Questionnaire, Engagement Agreement, Powers of Attorney, Health Care Directive, and Nomination of Guardian. They also will discuss the types of clients/situations for each type of Will, the importance of the marital deduction, and estate tax considerations.


See also these programs in the 2021 Drafting Wills & Trust Agreements Forms Series:

Trusts and Miscellaneous Clauses (Chapters 9-15)
Adding to the Plan (Chapters 16-23)
Unique Situations (Chapters 24-32)

8:30 – 9:00 a.m.
JOIN ONLINE


9:00 – 10:30 a.m.
Questionnaire, Engagement Agreement, Powers of Attorney, Health Care Directive, Nomination of Guardian
Panelists will discuss and review best practices: 

  • The questionnaire, how they use the questionnaire in practice, options to add or subtract from the form
  • Engagement Agreement, fee structures
  • Powers of Attorney: when to use a short form POA vs. general POA
  • Health Care Directive: long form vs. short form
  • Nomination of guardian: when to use a POA to appoint a guardian of a minor vs. designation of standby/temporary custodian


10:30 – 10:45 a.m.
BREAK


10:45 a.m. – 12:15 p.m.
Will, Will with Trusts, Marital Deduction, Disclaimer Will, Maritalized Will
Panelists will discuss which types of clients/situations for each type of Will, importance of the marital deduction, estate tax considerations.


– Andrea S. Breckner; Olson & Breckner, P.A.; Minneapolis
– Robert Lynn; Bartley & Lynn LLP; Saint Paul
– Michael P. Sampson; Maslon LLP; Minneapolis
– Jennifer Santini; Sykora & Santini PLLC; Minneapolis

LIVE SIMULCAST
Monday, December 6, 2021
9:00 a.m. – 12:15 p.m.
Attend online

$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 helpful practice pointers and tips. The forms themselves are not included. 

Purchase the Drafting Wills & Trust Agreements Deskbook for 25% off and have all of the forms at your fingertips! A coupon code will be provided to attendees during the seminar.

MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
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 simulcast at no charge.

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