ONLINE
Wednesday, October 25, 2023
9:00 AM - 4:35 PM
Do you know the most important cases in estate planning, probate, and trust law? Are you sure?
Our expert faculty will dive deep into 50 significant cases and explain the holdings and analysis. Additionally, our experts will ensure that you start out with the right cases, answer your questions, and point you in the right direction for further research. Cases analyzed will include: Larkin v. McCabe, In Re Trusteeship Under Agreement with Mayo, Great Northern Iron Ore Props, Estate of Bongard v. Commissioner, Kremer, Congdon, Sangren, Stisser, Estate of Reay, Estate of Wilson, Lincoln Benefit, and many more!
Bonus Book!
In addition to the insights of our case law experts at the course, you’ll also receive a detailed summary of each case in a specially formatted book. Each summary will generally include a quick recap of the facts, the holding, the author’s commentary, practice pointers, and a list of related authorities. The book is the best way to begin your case research. The authors will ensure that you start with the right cases, answer your questions and point you in the right direction for further research.
A day full of insights and a book full of helpful case summaries and practice pointers – get both when you attend this course! It’s the fastest way to ensure the key cases you cite actually mean what you think they mean!
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:05 a.m.
Welcome & Introduction
– Katherine A. Charipar & Diana L. Marianetti, Course Co-Chairs
9:05 – 9:25 a.m.
Trust Creation / Public Policy
In re Bush’s Trust, Larkin v. McCabe, and more!
– Amanda N. Juelson
9:25 – 9:45 a.m.
Trust Construction
In Re Trusteeship Under Agreement with Mayo, In re Trust Under Agreement by Wiedemann, and more!
– Carly J. Johnson & Evan A. Nelson
9:45 – 10:35 a.m.
Trustee Duties
In re Trusteeship of Williams, Great Northern Iron Ore Props, and more!
– Anne E. Rondoni Tavernier & Todd A. Wind
10:35 – 10:50 a.m.
BREAK
10:50 – 11:10 a.m.
Grantor Trust Status and Disregarded Sales
PLR 201949015, Madorin v. C.I.R., and more!
– Jesse C. Beier
11:10 a.m. – 12:05 p.m.
Gifting Cases
Estate of Bongard v. Commissioner, Commissioner of Internal Revenue v. Procter, and more!
– Matthew J. Shea & Edward H. Tully
12:05 – 1:05 p.m.
LUNCH (on your own)
1:05 – 1:25 p.m.
Antenuptial Agreements and Spousal Maintenance Waivers
Estate of Kinney, Kremer, and more!
– Katherine A. Charipar
1:25 – 1:45 p.m.
Probate Court Jurisdiction and Venue
Congdon, Sangren, Swanson v. Wolf, and more!
– Charles K. Maier
1:45 – 2:05 p.m.
Personal Representative and Trustee Fees
Stisser and more!
– Norman M. Abramson
2:05 – 2:50 p.m.
Contesting a Will
Estate of Reay, Estate of Wilson, and more!
– Brian A. Dillon
2:50 – 3:05 p.m.
BREAK
3:05 – 3:25 p.m.
Testator Intent and Extrinsic Evidence
In the Matter of the Trusts Created in and by the Last Will and Testament of Hartman, and more!
– Denise S. Rahne
3:25 – 3:55 p.m.
Elective Share Rights / Effect of Divorce
Lincoln Benefit, Mony v. Ericson, and more!
– Joshua C. Hillger
3:55 – 4:15 p.m.
Disclaimers / Privilege
In re Bowman Trust ex re. McCourt, and more!
– Casey D. Marshall
4:15 – 4:35 p.m.
Income Tax
Fielding, v. Kaestner 1992 Family Trust, and more!
– Andrew T. Howard
LIVE IN-PERSON
Thursday, September 21, 2023
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAYS
Monday, October 9, 2023
Wednesday, October 25, 2023
Attend online
A moderator will be available to answer questions by email.
$295 MSBA members / $295 paralegals / $345 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.
