IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live simulcast at no charge.
ONLINE
Thursday, December 16, 2021
7:00 PM - 10:15 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.
In-Depth Discussion of Practical Estate Planning, Drafting Issues, and Considerations
This program is the fourth 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In this seminar, panelists will discuss common charitable techniques and vehicles for clients and why the forms are no longer being updated; considerations for a Revocable Trust for Retirement Plan Benefits; and drafting techniques and options for Supplemental Needs Trusts. In addition they will discuss planning for the family cabin; digital assets; and pros and cons to Antenuptial and Postnuptial Agreements.
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)
Adding to the Plan (Chapters 16-23)
12:30 – 1:00 p.m.
JOIN ONLINE
1:00 – 2:30 p.m.
Charitable Remainder Trusts (no longer updated), Charitable Lead Trusts (no longer updated), Revocable Trust for Retirement Plan Benefits, Special Needs Trust (no longer updated), Supplemental Needs Trust
Panelists will discuss common charitable techniques and vehicles for clients and why the forms are no longer being updated; considerations for a Revocable Trust for Retirement Plan Benefits and drafting techniques and options for Supplemental Needs Trusts.
2:30 – 2:45 p.m.
BREAK
2:45 – 4:15 p.m.
Joint Revocable Cabin Trust, Digital Assets, Antenuptial Agreement (no longer updated), Postnuptial Agreement (no longer updated)
Panelists will discuss planning for the family cabin; digital assets; pros and cons to Antenuptial and Postnuptial Agreements.
– J. Steve Nys; Fryberger, Buchanan, Smith & Frederick, P.A.; Duluth
– Michael P. Sampson; Maslon LLP; Minneapolis
– Courtney Sebo Savica; Excelsior Law Firm LLC; Rochester
LIVE SIMULCAST
Thursday, December 16, 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.
