HOW TO HANDLE REAL ESTATE ISSUES IN ESTATE PLANNING AND PROBATE MATTERS
Online Replay Seminar
ITEM #:  2542732301   |   EVENT CODE:  476005
MEMBER PRICE
$245.00
STANDARD PRICE
$295.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Tuesday, December 20, 2022

9:00 AM - 4:15 PM

How to Handle Real Estate Issues in Estate Planning and Probate Matters

An Overview of Key Concepts, Important Issues and Commonly Seen Challenges When Transferring Real Estate


Course Chair Callyn Bedker and a roster of experienced attorneys discuss planning strategies for transferring real estate. Receive practical advice for making plans and solving problems. Topics include:

  • Ways to Transfer Real Estate as Part of An Overall Estate Planning Strategy
  • Planning for Property in Another State
  • Passing the Family Cabin to the Next Generation
  • Managing the Impact of Medical Assistance
  • Transferring the Family Farm
  • Income, Estate and Gift Tax Issues
  • And more!

Learn the critical concepts, applicable rules, and available options to avoid problems and achieve the best results for your clients!

8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST 


9:00 – 9:05 a.m.
Welcome & Introduction
– Callyn T. Bedker; Course Chair


9:05 – 10:05 a.m.
4 Ways to Transfer Real Estate as Part of an Overall Estate Plan
– Callyn T. Bedker


10:05 – 10:10 a.m.
BREAK


10:10 – 11:10 a.m.
Planning How to Transfer the Family Cabin to the Next Generation
– Matthew M. Jensen


11:10 – 11:15 a.m.
BREAK


11:15 a.m. – 12:15 p.m.
Common Mistakes to Avoid When Recording Deeds, Decrees, and Orders
– Jennifer S. Santini & Jayne E. Sykora


12:15 – 1:00 p.m.
LUNCH BREAK


1:00 – 2:00 p.m.
Estate Planning for the Family Farm – Solutions for 5 Commonly Seen Sticky Situations
– Alyssa K. Jerde & Jason Wagner


2:00 – 2:05 p.m.
BREAK


2:05– 3:05 p.m.
Transferring Real Property to the Next Generation Without Probate – TODDs, Life Estates, Living Trusts or Joint Tenancies
– Julian J. Zweber


3:05 – 3:15 p.m.
BREAK


3:15 – 4:15 p.m.
Planning Considerations When Your Client Owns Real Estate in Another State 
– Rachel M. Dahl

LIVE IN-PERSON
Thursday, December 1, 2022
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAY
Tuesday, December 20, 2022
Attend online
A moderator will be available to answer questions by email.

$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.

Minnesota CLE also has applied to the Minnesota State Bar Association for 6.0 advanced real property law specialist credits.

MEMBER PRICE
$245.00
STANDARD PRICE
$295.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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