PROVEN PRACTICE POINTERS FOR ESTATE PLANNING ATTORNEYS
Online Replay Seminar
ITEM #:  2546752401   |   EVENT CODE:  499635
MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Tuesday, March 5, 2024

9:00 AM - 12:15 PM

2024 Drafting Wills & Trust Agreements Forms Series:
Proven Practice Pointers for Estate Planning Attorneys


At a macro level, the goals, and objectives of estate planning attorneys, whether in a large firm or solo practice, are often largely similar. But despite the overarching similarities, the methods and practices that practitioners employ on a day-to-day basis can vary widely. A panel of experienced estate planning attorneys will discuss, answer questions, and offer pointers in connection with the more practical aspects of estate planning, from intake and engagement to document execution and asset re-titling.


See also these programs in the 2024 Drafting Wills & Trust Agreements Forms Series:

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


9:00 a.m. – 12:15 p.m.
(includes one 15-minute break)
Proven Practice Pointers for Estate Planning Attorneys
At a macro level, the goals, and objectives of estate planning attorneys, whether in a large firm or solo practice, are often largely similar. But despite the overarching similarities, the methods and practices that practitioners employ on a day-to-day basis can vary widely. A panel of experienced estate planning attorneys will discuss, answer questions, and offer pointers in connection with the more practical aspects of estate planning, from intake and engagement to document execution and asset re-titling.

FORMS TO BE DISCUSSED *

  • Estate Planning Questionnaire – Short Form
  • Estate Planning Questionnaire – Long Form
  • Estate Planning Engagement Agreement
  • Statutory Short Form – Power of Attorney
  • Health Care Directive – Long Form
  • Health Care Directive – Short Form
  • Suggested Health Care Directive Language for Clients

– Matthew J. Frerichs, Paula J. Stumne, Jayne Sykora & Ruthanne Hedstrom Vos


* Seminar materials do not include the forms discussed.
Seminar materials will be the difficult and confusing clauses from each of the forms to be discussed, as well as practice pointers related to the type of client that is the subject of each panel.

LIVE IN-PERSON
Wednesday, February 21, 2024
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Tuesday, March 5, 2024
Tuesday, March 19, 2024

Attend online
A moderator will be available to answer questions by email.

$155 MSBA members / $155 paralegals / $175 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 3.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 3.0 credits.

MEMBER PRICE
$155.00
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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