ONLINE
Monday, July 28, 2025
9:00 AM - 4:15 PM
Blended families present unique and often complex estate planning challenges. Attorneys must be equipped to navigate these complexities, ensuring their clients' wishes are honored and family harmony is preserved.
This course provides practical strategies and legal insights for addressing the specific needs of blended families, including:
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:05 a.m.
WELCOME & INTRODUCTION
9:05 – 9:50 a.m.
First Steps – Asking the Right Questions, Managing Expectations, and Clearly Defining a Course of Action
– Courtney Sebo Savica
9:50 – 9:55 a.m.
BREAK
9:55 – 10:55 a.m.
Spotting Issues and Planning Solutions – Analysis of 3 Blended Family Scenarios
– Courtney Sebo Savica & Rebecca K. Schack
10:55 – 11:40 a.m.
Strategies for Addressing the Needs of Both Young and Adult Children
– Courtney Sebo Savica & Nicole Keirnes Scanlon
11:40 – 11:45 a.m.
BREAK
11:45 a.m. – 12:30 p.m.
5 Challenges and Solutions for Planning with Blended Families – Marital Deductions, Transferring Real Estate and More
– Marty G. Helle & Courtney Sebo Savica
12:30 – 1:15 p.m.
LUNCH BREAK (on your own)
1:15 – 2:00 p.m.
Special Considerations for Family Farms
– Cole J. Tousignant
2:00 – 3:00 p.m.
Administering Blended Family Estates: From Conflict Avoidance to Litigation Strategies
– Kelly R. Engler, Kirstin E. Helmers & Patricia J. Stotzheim
– Courtney Sebo Savica (moderator)
3:00 – 3:15 p.m.
BREAK
3:15 – 3:45 p.m.
Identifying Red Flags During Estate Planning for Blended Families
– Courtney Sebo Savica & Kevin J. Wetherille
3:45 – 4:15 p.m.
Practice Tips for Navigating Capacity and Undue Influence – A Trauma-Informed Approach
– Christine B. Courtney
LIVE IN-PERSON
Thursday, July 10, 2025
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAYS
Monday, July 28, 2025
Thursday, August 14, 2025
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.
