ONLINE REPLAY NOTE:
Online replay includes all plenary sessions and the selected breakout sessions highlighted in yellow below.

Day 1 – Monday, June 12, 2023

8:00 – 8:45 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
Sponsored by Huntington Private Bank

8:45 – 9:00 a.m.
WELCOME & ANNOUNCEMENTS
– Jennifer S. Santini

9:00 – 9:45 a.m.
2023 Non-Tax Case Law Update 
An in-depth review of all Minnesota published and unpublished probate and trust cases and national published and unpublished probate and trust cases that provide relevant insight to our practice of law in Minnesota.
– Robert A. McLeod 

9:45 – 9:50 a.m.
BREAK

9:50 – 10:20 a.m.
2023 Legislative Update 
A fast-paced review of estate planning related developments in the 2023 legislative session.
– Cameron R. Kelly & J. Steve Nys 

10:20 – 11:35 a.m.
Shifting Gears: Estate Planning for Today’s Emerging Adults
Licensed psychotherapist, Dr. Eileen Gallo-Ross, and trust and estate attorney, Bruce Ross, discuss the challenges faced by today’s emerging adults and share strategies for working with this distinct clientele to help motivate them on their path to emotional, social and financial maturity.
– Eileen Gallo-Ross, Ph.D. & Bruce S. Ross 

11:35 – 11:40 a.m.
BREAK

11:40 a.m. - 12:25 p.m.
2023 Tax Law Update 
Three experts highlight recent developments in tax law of interest to all trust and estate lawyers. 
– Paul S. Lee & Justin Miller 
– Tessa R. Mielke (moderator)

12:25 – 12:35 p.m.
SECTION MEETING & ANNOUNCEMENTS
– Jennifer S. Santini

12:35 – 1:30 p.m.
CONFERENCE LUNCHEON
Sponsored by Capital First Trust Company

1:30 – 2:30 p.m.
BREAKOUT SESSION A

101
Your First Client: Using the Initial Client Interview to Inform the Estate Plan
– Letty M-S Van Ert

102
Minor Children as Beneficiaries and Newly Discovered Children: Handling These Complex Issues
– Caitlin E. Abram, Ruth S. Marcott & Laura J. Stevens
– Taylor N. Kaspar (moderator)

103
Goblins Lamentation List: Unscrambling “Installment Obligations”
– Paul S. Lee

104
Climb Aboard the Heirship! Navigating Heirship in Minnesota
– Referee Heidi M. Davies, Chief Judge Stoney L. Hiljus, Referee Joel C. Olson & Referee Lori D. Skibbie
– Mai Yang (moderator)

105
Location, Location, Location: Choosing the Situs of a Trust
– Daniel R. Donovan

106
Damages, Damages, Damages: Understanding the Possible Outcomes in Probate Litigation
– Jessica L. Kometz & Casey D. Marshall 

2:30 – 2:45 p.m.
BREAK

2:45 – 3:45 p.m.
BREAKOUT SESSION B

201
Your First Will and Trust: Key Drafting Considerations
– Omni N. Kiecker 

202
The 2023 Small Estates Panel: Current Problems and Solutions in Planning for the Small Estate
– Richard L. Baum, Yvonne Michaud Novak & Jody A. Cohen Press
– James T. McNary (moderator)

203
Getting Into the Family Business – Strategies for Successfully Transferring the Family Business to the Next Generation
– Joshua A. Bobich, Kim M. Ruckdaschel-Haley & Julie Keyes

204
Conveyances from Fiduciaries: Deeds from Trustees, Custodians, Conservators, Personal Representatives and Beneficiaries Under Transfer on Death Deeds
– Marty G. Helle

205
Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!
– Justin Miller

206
10 Common Claims in Estate Litigation
– Robert A. McLeod & Philip R. Schenkenberg 

3:45 – 4:00 p.m.
ICE CREAM BREAK
Sponsored by South Dakota Trust Company LLC

4:00 – 5:00 p.m.
BREAKOUT SESSION C

301
Your First Health Care Directive and Power of Attorney
– Melissa Hagstrum Bayne

302
Planning How to Transfer the Family Cabin to the Next Generation
– Matthew M. Jensen 

303
Minnesota Residency: How to Survive a Residency Audit
– Lynn S. Linné

304
2023 Probate Panel: Reviewing and Resolving the Latest Issues in Probate Administration
– Andrea S. Breckner, Daniel R. Donovan, Laura E. Halferty, Tina M. Johnson & Lindy C. Scanlon
– Susan J. Link (moderator)

305
2023 Trust Officer Panel: Why Your Client Should Have Appointed a Corporate Trustee
– Katie A. Kranz, John Kvamme, Meg M. Martin & Sarah N. Sonday
– Kiley E.P. Henry (moderator)

306
Do I Have to Make a Distribution to the Beneficiary Who’s Suing Me? Trust and Estate Administration During Litigation
– Diana L. Marianetti, Evan A. Nelson & Julian C. Zebot

5:00 p.m.
RECEPTION
Join your friends and colleagues for the Conference Reception
Sponsored by Wells Fargo Private Bank

Day 2 – Tuesday, June 13, 2023

7:30 a.m.
CONTINENTAL BREAKFAST
Sponsored by Evercore Wealth Management and Trust Company

8:00 – 9:00 a.m.
BREAKOUT SESSION D

401
Your First Probate: How to Manage Important Timelines and Deadlines
– Rachel M. Dahl & Yemaya Hanna

402
Retirement Accounts in Our Uncertain World Under the SECURE Acts
– Bryan Jamison 

403
2023 Large Estates Panel: Planning in Uncertain Economic Times
– Lauren Winter Routhier, Jennifer A. Lammers & Edward H. Tully
– Michael P. Sampson (moderator)

404
The Farming Heir vs. the Non-Farming Heir: Advising Farmers on the Fair Treatment of These Competing Interests
– Courtney R. Sebo Savica & Christopher M. Roe

405
The Culture Trap: Addressing the Blind Spot of Planning
– Matthew Wesley

406
Crypto Investigation and Asset Recovery for Minnesota Estates
– John J. Carney & Jason Olson

9:00 – 9:15 a.m.
BREAK

9:15 – 10:15 a.m.
BREAKOUT SESSION E

501
Your First Irrevocable Trust
– Jayne E. Sykora

502
2023 Medical Assistance Update
– Amber M. Hildebrandt & Julian J. Zweber

503
The New Corporate Transparency Act: Disclosure Obligations for Your Clients and You
– Bradley A. Pederson & Joel A. Sommers

504
Valuation of Agricultural Assets: Methods, Current Trends and Strategies
– Leah R. Gilbert, J. Robert Keena & Adam G. Schmidt
– Callyn T. Bedker (moderator)

505
Between Death and Disposition: 8 Things Estate Planners Are Dying to Know About Mortuary Law
– Jill M. Sauber

506
Digital Assets Succession Planning
– Lauren G. Barron

10:15 – 10:30 a.m.
BREAK

10:30 – 11:30 a.m.
BREAKOUT SESSION F

601
New Lawyer Panel: Advice, Dos and Don’ts, Helpful Resources, and Q & A
– Alexus M. Anderson, Spencer C. Butts & Emily Valentine-Grimm
– Kimberly A. Prchal (moderator)

602
Estate Planning for the “Middle Rich”: Strategies for Estates that Exceed the Minnesota Exemption Limit but Not the Federal
– Jesse C. Beier

603
Community or Marital Property vs. Separate or Nonmarital Property: What Minnesota Attorneys Need to Know
– Alison J. Midden

604
The Use of NJSAs to Modify Trusts in Farm and Non-Farm Estates
– Shari P. Fischer & Pamela D. Steinle

605
How to Handle Delicate Issues in Asset Distribution
– James T. McNary, B. Steven Messick & Sarah B. Sicheneder
– Jayne E. Sykora (moderator)

606
Inside the New Uniform Electronic Wills Act
– Brian A. Dillon & Marya P. Robben

11:30 – 11:45 a.m.
BREAK 

11:45 a.m. – 12:45 p.m.
BREAKOUT SESSION G

701
Cinderella’s Stepmother: When Trust and Estate Litigation Intersects with Family and Juvenile Law
– William R. Asp & John T. Messerly

702
“Complete” vs “Incomplete” Transfers for Gift and Estate Tax Purposes: Strategies for Keeping Your Cake Without Giving a Piece to Uncle Sam
– Chad A. Carr

703
Recent Developments in Trust Law of Interest to Litigators
– Christopher D. Hunt & Alan I. Silver
– Denise S. Rahne (moderator)

704
Checklist for When Minors Become Adults
– Camry M. Fielders & Philip J. Ruce

705
How to Use CLE Wills and CLE Pro
– Paul D. Funke

5 Free Post-Conference Webcasts

The learning continues even when the Conference is over! Following the Conference, all attendees may view 5 live webcasts for free and receive 5 additional CLE credits – 3 ethics and 2 elimination of bias. Instructions for how to register will be distributed at the Conference. 

Elimination of Bias: Mental Health and Addiction Issues in Older Adults
Monday, July 17   |   12:00 – 1:00 p.m.
1.0 elimination of bias credit applied for
– Joan M. Bibelhausen & Judith M. Rush

Elimination of Bias: Someone Like Me Can Do This
Tuesday, July 18   |   9:00 – 10:00 a.m.
1.0 elimination of bias credit applied for
– Tamara Cában-Ramirez, Chief Judge Leonardo Castro & Zurizadai Balmakund Santiago
– Judge Peter M. Reyes, Jr. (moderator)

Ethics: The Risks to Estate Planners of Serving in Multiple Roles
Tuesday, July 18   |   12:00 – 1:00 p.m.
1.0 ethics credit applied for
– Karin K. Ciano

Ethics: Representing Clients with Diminished Capacity
Tuesday, July 18   |   2:00 – 3:00 p.m.
1.0 ethics credit applied for
– Aram V. Desteian & Kiralyn J. Locke

Ethics and ChatGPT: Your New BFF or the End of Lawyering?
Wednesday, July 19   |   12:00 – 1:00 p.m.
1.0 ethics credit applied for
– Eric T. Cooperstein

LIVE IN-PERSON
Monday & Tuesday, June 12-13, 2023
Saint Paul RiverCentre
175 West Kellogg Boulevard
Saint Paul, Minnesota

ONLINE REPLAY
Tuesday & Wednesday, July 11-12, 2023
Attend online
Online replay includes all plenary and selected breakout sessions as indicated in the schedule. A moderator will be available to answer questions by email.

Minnesota CLE has established room rates with the Saint Paul hotels listed below. Be sure to identify yourself with the Minnesota CLE 2023 Probate & Trust Law Conference to receive these rates. Make reservations early to ensure room/rate availability.

The Saint Paul Hotel – $159 (plus tax)
350 Market Street
Saint Paul, MN 55102
651-292-9292
Reserve by: Monday, May 15, 2023

Holiday Inn St. Paul Downtown – $159 (plus tax)
175 Seventh Street West
Saint Paul, MN 55102
651-225-1515
Reserve by: Sunday, May 28, 2023

Hampton Inn Downtown St. Paul – $139 (plus tax)
200 Seventh Street West
Saint Paul, MN 55102
651-224-7400
Reserve by: Monday, May 22, 2023

$545 MSBA members / $545 paralegals / $645 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 10.25 standard CLE credits. The maximum number of total credits attendees may claim for this program is 10.25 credits.