ONLINE
Tuesday, March 28, 2023
9:00 AM - 4:20 PM
Trust and estate disputes can present a myriad of issues, including fiduciary problems, family dynamics, creditor issues and unclear estate plans just to name a few. Because these cases present unique concerns and issues, attorneys need to know how to effectively prevent fights, settle them efficiently or move a case through court when litigation is unavoidable. Also, estate and trust litigation frequently intersects with other practice areas. Therefore, to provide effective representation, estate and trust litigators must have a basic knowledge of other practice areas and a willingness to collaborate with other attorneys as needed.
Join our expert faculty as they discuss 8 relevant and timely sessions for civil litigators, estate planners and experienced trust and estate litigators. Topics include:
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:05 a.m.
Welcome and Introduction
– Kirstin E. Helmers & Denise S. Rahne, Course Co-Chairs
9:05 – 10:05 a.m.
The Farming Heir vs. the Non-Farming Heir – Advising Farmers on the Fair Treatment of These Competing Interests
This panel discussion will explore options for dealing with competing interests when the largest asset is the family farm. Learn strategies for balancing the interests of the farming heir and the non-farming heir and how to resolve tricky issues that may arise in this context.
– Alyssa K. Jerde & Courtney R. Sebo Savica
10:05 – 10:50 a.m.
Real Estate: The Other Kind of Dirt Law – Exploring the World of TODDs and Partition Actions
Transfer on death deeds (TODDs) can be a useful tool for estate planning attorneys, but TODDs are not a “one size fits all” solution. This session will give you tips on talking to clients about when a TODD is appropriate. The presenters will also discuss what happens when a TODD goes awry and winds up in court via a partition action.
– Charles (Huck) Andresen & Kimberly A. Prchal
10:50 – 11:05 a.m.
BREAK
11:05 – 11:50 a.m.
Cinderella’s Stepmother – When Trust and Estate Litigation Intersects with Family and Juvenile Law
What happens in the family law context can have a big impact on probating an estate. This session will explore guardianships, minor children, the elective share, antenuptial agreements and more. Learn the important questions to ask when your client has minor children and previous marriages.
– William R. Asp & Abby N. Sunberg
11:50 a.m. – 12:35 p.m.
Getting Into the Family Business – Strategies for Successfully Transferring the Family Business to the Next Generation
When an estate involves a family business the stakes are high to preserve harmony in both the family relationships and the family business when the business owners pass. This session will explore strategies and tips from different perspectives – including a corporate lawyer, litigator, and family business educator – for successfully transferring a business to the next generation and how to head off potential issues that may arise among heirs.
– Joshua A. Bobich, Jon A. Keimig & Kim M. Ruckdaschel-Haley
12:35 – 1:20 p.m.
LUNCH BREAK (on your own)
1:20 – 2:05 p.m.
Knives Out: Crimes Against the Elderly – What to Look For and How to Take Action
Unfortunately, elder adults can be especially at risk of being a victim of abuse, neglect and financial crimes. Knowing basic definitions and dynamics is the starting point for understanding options and taking action. In this session, you will learn what to look for and steps you can take when you suspect a client may be the victim of abuse.
– Anton Cheskis & Susan B. Crumb
2:05 – 2:45 p.m.
Tax – What You Don’t Know Can Hurt You
Even though trust and estate litigators typically don’t advise their clients on tax strategies, it’s important to have a basic understanding of the Minnesota and federal estate tax systems. This session will provide tax law basics that all trust and estate litigators should know for limiting your client’s estate tax exposure.
– Michael P. Sampson
2:45 – 3:00 p.m.
BREAK
3:00 – 3:45 p.m.
Top 10 Things Trust and Estate Litigators Need to Know About Elder Law
Having a basic understanding of elder law benefits is necessary to adequately protect your client’s interests. This session will cover what you need to know about Medical Assistance and Social Security benefits, and we’ll touch upon special and supplemental needs trusts.
– Megan C. Kelly
3:45 – 4:20 p.m.
Judgments and Collections 101 – The Trust and Estate Litigator’s Toolbox
In this presentation, an experienced collection counsel will provide a general overview of the collection process and will examine some of the most commonly employed collection techniques used on a day-to-day basis. This presentation will provide a great introduction to judgments and collection law or a refresher for those that don’t do a great deal of this work in their practice.
– George E. Warner, Jr.
LIVE IN-PERSON
Tuesday, March 7, 2023
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAY
Tuesday, March 28, 2023
Attend online
A moderator will be available to answer questions by email.
$275 MSBA members / $275 paralegals / $325 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.
