2021 DWTA FORMS: ADDING TO THE PLAN (CHAPTERS 16-23)
Live Simulcast Seminar
ITEM #:  2139432201   |   EVENT CODE:  425130    |   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

Thursday, December 16, 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
Adding to the Plan (Chapters 16-23)


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

This program is the third 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 when to use a codicil, Spousal Consent/Waiver to Will and International Will certificates; the importance of miscellaneous trust documents to complete a trust estate plan; and the significance of beneficiary designations to complete any estate plan. In addition, they will cover when a QDOT is needed and considerations around drafting; why a Qualified Personal Residence Trust is no longer updated and potential alternatives to consider; how and when a Single Beneficiary Gift Trust should be utilized; and considerations when drafting an Irrevocable Trust.


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

The Fundamentals (Chapters 1-8)
Trusts and Miscellaneous Clauses (Chapters 9-15)
Unique Situations (Chapters 24-32)

8:30 – 9:00 a.m.
JOIN ONLINE


9:00 – 10:30 a.m.
Miscellaneous Documents, Miscellaneous Trust Documents, Beneficiary Designations, Disclaimers
Panelists will discuss considerations when to use a codicil, Spousal Consent/Waiver to Will and International Will certificates; the importance of miscellaneous trust documents to complete a trust estate plan; and the significance of beneficiary designations to complete any estate plan.  


10:30 – 10:45 a.m.
BREAK


10:45 a.m. – 12:15 p.m.
QDOT, QPRT (no longer updated), Single Beneficiary Gift Trust, ILIT
Panelists will discuss when a QDOT is needed and considerations around drafting; why a Qualified Personal Residence Trust is no longer updated and potential alternatives to consider; how and when a Single Beneficiary Gift Trust should be utilized; and considerations when drafting an Irrevocable Trust.


– Andrea S. Breckner; Olson & Breckner, P.A.; Minneapolis
– Alison J. Midden; Taft Stettinius & Hollister LLP; Minneapolis
– Jayne Sykora; Sykora & Santini PLLC; Minneapolis

LIVE SIMULCAST
Thursday, December 16, 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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