PLANNING & DRAFTING FOR THE SMALL ESTATE
Live Simulcast Seminar
ITEM #:  2141292301   |   EVENT CODE:  467178    |   CREDIT STATUS:  APPROVED
MEMBER PRICE
$245.00
STANDARD PRICE
$295.00
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

Wednesday, August 17, 2022

9:00 AM - 4:15 PM

REGISTRATION IS OPEN FOR BOTH IN-PERSON AND ONLINE ATTENDANCE
If in-person attendance becomes unavailable, online access will automatically be available through your website account.
In-Person Passholders – You may use your Pass to register for the live simulcast at no charge.

COVID safety guidelines for this event may be found HERE.


Planning and Drafting for the Small Estate (It’s Not So Small Anymore!)

A Practical Seminar for Solo and Small Firm Attorneys Who Work with Small Estates

HIGHLIGHTS INCLUDE:

  • How to Conduct an Effective Client Intake
  • What You Need to Know About Beneficiary Designations
  • Understanding the Available Powers of Attorney
  • 5 Key Points Regarding Medical Assistance Eligibility
  • 4 Ways to Transfer Real Estate as Part of an Overall Estate Planning Strategy
  • Understanding Advanced Directives for Health Care and End of Life
  • And much more!


SPECIAL OFFER FOR ATTENDEES:
Save 25% on
Drafting Wills & Trust Agreements with eFormbook
Offering vital information regarding any and every estate plan, this Deskbook with companion eFormbook is an invaluable tool to attorneys across the board and is simply the best resource available on estate planning in Minnesota. Instructions on how to receive this discount will be provided to attendees on the day of the course.

8:30 – 9:00 a.m.
IN-PERSON CHECK-IN   - OR -   JOIN ONLINE


9:00 – 9:10 a.m.
Welcome & Announcements
– Jody A. Cohen Press, Course Chair 


9:10 – 10:10 a.m.
The Initial Meeting: “Getting to Know You”
Five topics you must address in your initial client meeting: dual/multiparty representation; retainer agreements/engagement letters; probate assets vs. non-probate assets; wills vs. trusts; and incapacity planning.
– Jody A. Cohen Press


10:10 – 11:10 a.m.
No Such Thing as a Basic Will: Guiding Those Who Don’t Know What They Don’t Know
Will formalities and legalities, including:

  • Drafting testamentary trusts
  • Choosing corporate vs. individual fiduciaries
  • Considerations in drafting a pot trust vs. separate share trusts
  • Planning for tangible personal property and digital assets
  • Considerations in drafting a codicil vs. a new will
  • Tips for drafting for minors and incapacitated beneficiaries

– Camry M. Fielders & Philip J. Ruce


11:10 – 11:25 a.m.
BREAK


11:25 a.m. – 12:05 p.m.
How to Draft Beneficial Beneficiary Designations
This session will address the importance of reviewing and updating beneficiary designations. Discussions will include the Minnesota Multiparty Accounts Act; Revocation of Beneficiary Designation by Marriage Dissolution (Minn. Stat. §524.2-804 and Sveen v. Melin); and Rights of Survivorship (Minn.Stat. §524.6-204 and Estate of Patrick W. Butler).
– Megan C. Kelly


12:05 – 12:40 p.m.
A Birds-Eye View of Medical Assistance: 5 Key Points About M.A. Eligibility
In this session you will learn five key points to know about Medical Assistance eligibility, including statutory references, applicable law and estate recovery.
– Jill M. Sauber


12:40 – 1:15 p.m.
LUNCH (on your own)


1:15 – 2:00 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
  • Wills

– Callyn T. Bedker


2:00 – 3:00 p.m.
Understanding Advanced Directives for Health Care and End of Life
Comparing and contrasting Health Care Directives, DNR/DNI forms, POLST’s and the Caregiver Act, including the interplay in theory and practice between these documents. Also, practical tips on helping clients overcome barriers to completing their directives.
– Mary Frances M. Price


3:00 – 3:15 p.m.
BREAK


3:15 – 4:15 p.m.
Understanding the Available Powers of Attorney: “A-N” and Beyond
This session will explain the powers and limitations of Attorneys-in-Fact, the importance of selecting the right people for the job and remedies when things go wrong.
– Emily Valentine-Grimm

LIVE IN-PERSON
Wednesday, August 17, 2022
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

LIVE SIMULCAST
Wednesday, August 17, 2022
Attend online

$245 MSBA members / $245 paralegals / $295 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 6.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.0 credits.

MEMBER PRICE
$245.00
STANDARD PRICE
$295.00
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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