8:30 – 9:00 a.m.
JOIN ONLINE

9:00 – 10:00 a.m.
Understanding Important Estate Planning Terms and Concepts 
Estate planning is the process of making it clearly known, in the event of a person’s death or incapacity, who is in charge of decision-making and how assets should pass. This session will take a look at the key terms and concepts related to estate planning and probate – and explain how they function in estate law.
– Tara D. Mattessich 

10:00 – 10:05 a.m.
BREAK

10:05 – 11:05 a.m.
Estate Plan Starter Pack (and a Few Upgrades)
As mentioned in the first session, there are many important legal documents you should consider drafting when preparing an estate plan. This session will review the estate plan starter pack, or core estate planning documents, that every estate plan needs – wills, power of attorneys, and health care directives. Additionally, this session will introduce additional estate planning documents to consider including trusts, guardianship designation forms, beneficiary designation forms, and letters of intent.
– Serena O’Neil 

11:05 – 11:20 a.m.
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11:20 a.m. – 12:05 p.m.
10 Facts You Should Know About the Minnesota and Federal Estate Tax 
Your clients might be surprised to find out that the Minnesota or federal estate tax applies to their estate. While most estates will not incur federal estate tax because of the high exemption amount ($12.06 million per person in 2022), the Minnesota exemption amount is much lower ($3 million). Even if your client’s estate is not large enough to owe federal or state estate tax, you will want to understand these laws to properly advise your clients. This session will explain the Minnesota and federal estate tax systems and will provide basic strategies for limiting your client’s estate tax exposure.
– Alison J. Midden 

12:05 – 12:45 p.m.
LUNCH BREAK

12:45 – 1:30 p.m.
4 Ways to Transfer Real Estate as Part of an Overall Estate Planning Strategy
Real estate is typically the most valuable asset owned by individuals. Ownership of real estate can take on many forms and conveys specific duties and rights based on that ownership. This session will explore planning strategies for transferring real estate. Topics include: Transfer on Death Deeds; Life Estates; Revocable Trusts; and Wills.
– Callyn T. Bedker

1:30 – 1:35 p.m.
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1:35 – 2:20 p.m. 
Estate Planning Strategies for Business Owners 
One of the biggest challenges for business owners is succession and estate planning to ensure their businesses are managed properly during life and upon their death. This session will focus on important things to consider when working with business owners to ensure that their closely-held business succession goals and objectives are met – whether that means transferring it to family during their lifetime or upon their death, selling it to key employees, or selling it to a third-party. 
– Joshua C. Hillger 

2:20 – 2:35 p.m.
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2:35 – 3:20 p.m.
Navigating Family Dynamics to Create an Effective Estate Plan
Understanding a family’s dynamics in estate planning is very important. When a client comes in the door and asks for a “simple will” many times there is more to it. What begins as a straight forward estate plan can become quite complex. This session will cover common issues that can occur within families and how to plan for them. Specifically, this session will explore tips and best practices when there are multiple marriages, antenuptial agreements, disagreements among family members and the potential complexities surrounding the selection of attorneys in fact, trustees and personal representatives.     
– Courtney R. Sebo Savica 

3:20 – 3:25 p.m.
BREAK

3:25 – 3:55 p.m.
Top 10 New Developments and Evolving Issues in Estate Planning
This session will highlight major estate planning developments from 2021, including legislative, regulatory, and case law developments. We will address transfer planning in light of legislative uncertainty and the remote possibility of retroactive transfer tax legislation. Further, we will explore evolving issues and trends for 2022. 
– Philip J. Ruce

3:55 – 4:00 p.m.
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4:00 – 4:30 p.m.
15 Key Resources for Estate Planners
There are many resources available to help you learn the ins and outs of estate planning. Thus, you don’t need to start from scratch!  Learn the “go to” resources that experienced estate planning attorneys find invaluable in their practice.
– Richard L. Baum

LIVE SIMULCAST
Thursday, February 24, 2022
Attend online

$245 MSBA members / $245 paralegals / $295 standard rate

Other discounts that may apply:

• Season Pass Discount
• New Lawyer Discount

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 6.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.0 credits.