Thursday, March 28, 2024
9:00 AM - 4:35 PM
Learn how to tackle estate planning issues you may run into in your non-estate planning practice. Expert estate planning practitioners will discuss:
SPECIAL OFFERS FOR ATTENDEES –
Instructions on how to receive these bonus benefits will be provided to attendees on the day of the course.
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS
9:05 – 10:00 a.m.
Estate Planning Basics: Terms and Concepts You Need to Know
An introduction to the basic language and process of estate planning and how they function in estate law. This session will review who oversees decision-making and how assets should pass in the event of a person’s death or incapacity.
– Omni Kiecker
10:00 – 10:05 a.m.
10:05 – 11:05 a.m.
5 Documents Needed for Your Estate Plan
Every estate planner must consider the relevant legal documents to prepare an estate plan. This session will introduce these documents and explain how they are used and what functions they have while drafting an estate plan. This session will also review additional documentation needed for different types of estate plans, such as trusts, guardianship designation forms, letters of intent, and more.
– Serena O’Neil
11:05 – 11:20 a.m.
11:20 a.m. – 12:05 p.m.
10 Facts You Should Know About the Minnesota and Federal Estate Tax
Your clients may be surprised to find out that the Minnesota or federal estate tax applies to their estate. While most estates will not incur federal estate tax because of the high exemption amount, the Minnesota exemption amount is much lower. Even if your client’s estate is not large enough to owe federal or state estate tax, you will want to understand these laws to properly advise your clients. This session will explain the Minnesota and federal estate tax systems and will provide basic strategies for limiting your client’s estate tax exposure.
– Alison J. Midden
12:05 – 12:45 p.m.
LUNCH (on your own)
12:45 – 1:30 p.m.
How to Transfer Property Using an Estate Plan
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.
– Callyn T. Bedker
1:30 – 1:35 p.m.
1:35 – 2:20 p.m.
Estate Planning Strategies for Business Owners
One of the biggest challenges for business owners is succession and estate planning to ensure their businesses are managed properly during life and upon their death. This session will focus on important things to consider when working with business owners to ensure that their closely-held business succession goals and objectives are met, whether that means transferring it to family during their lifetime or upon their death, selling it to key employees, or selling it to a third party.
– Michael P. Sampson
2:20 – 2:35 p.m.
2:35 – 3:20 p.m.
Family Matters: Estate Planning Approaches for Blended Families
Understanding a family’s dynamics in estate planning is very important. When a client comes in the door and asks for a simple will, it is often anything but simple. Estate plans easily become complex. This session will explore common issues that can occur within families and how to plan for them. Specifically, this session will explore tips and best practices when estate planning for families with multiple marriages, antenuptial agreements, disagreements among family members and the potential complexities surrounded the selection of attorneys in fact, trustees, and personal representatives.
– Courtney R. Sebo Savica
3:20 – 3:25 p.m.
3:25 – 3:55 p.m.
How to Execute Electronic Wills in Minnesota
This session aims to provide comprehensive insights into the legal and practical aspects of creating electronic wills. Attendees will gain a thorough understanding of the evolving legal framework surrounding electronic wills, exploring key considerations, requirements, and challenges specific to Minnesota.
– Marya Robben
3:55 – 4:00 p.m.
4:00 – 4:35 p.m.
15 Key Resources for Estate Planning
This session highlights 15 crucial resources for successful estate planning, covering legal documents, financial tools, and technology solutions. Attendees will gain insights on strategically utilizing these resources to create comprehensive and personalized estate plans, making the process more efficient and informed.
– Letty M-S Van Ert
Thursday, February 29, 2024
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Thursday, March 28, 2024
Monday, April 15, 2024
A moderator will be available to answer questions by email.
$295 MSBA members / $295 paralegals / $345 standard rate
Other discounts that may apply:
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 email@example.com.
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.