2021 DWTA FORMS: TRUSTS AND MISCELLANEOUS CLAUSES (CHAPTERS 9-15)
Live Simulcast Seminar
ITEM #:  2139422201   |   EVENT CODE:  425099    |   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

1:00 PM - 4:15 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
Trusts and Miscellaneous Clauses (Chapters 9-15)


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

This program is the second 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 considerations for using Wills vs. Trusts. They also will discuss when to use a Joint Revocable Trust vs. Single Revocable Trust, the importance of a Pour-Over Will when utilizing trusts, and situations and practice pointers for miscellaneous clauses.


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

The Fundamentals (Chapters 1-8)
Adding to the Plan (Chapters 16-23)
Unique Situations (Chapters 24-32)

12:30 – 1:00 p.m.
JOIN ONLINE


1:00 – 2:30 p.m.
Will vs. Trust, Revocable Trust, Revocable Trust with Disclaimer, Maritalized Revocable Trust
Panelists will discuss considerations for using Wills vs. Trusts.


2:30 – 2:45 p.m.
BREAK


2:45 – 4:15 p.m.
Joint Revocable Trust, Pour-Over Will, Miscellaneous Clauses
Panelists will discuss when to use a Joint Revocable Trust vs. Single Revocable Trust, importance of a Pour-Over Will when utilizing trusts, and situations and practice pointers for miscellaneous clauses.


– Scott Ruhsam; Kennedy and Ruhsam Law Offices, PA; Eagan
– Jayne Sykora; Sykora & Santini PLLC; Minneapolis
– Ruthanne Hedstrom Vos; Mathison & Vos, PLLC; Grand Marais

LIVE SIMULCAST
Monday, December 6, 2021
1:00 – 4:15 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.

ADDITIONAL RECOMMENDATIONS FOR YOU (10 items):