ONLINE
Wednesday, December 3, 2025
9:00 AM - 4:15 PM
Whether your clients are Minnesota natives expanding their horizons or newcomers bringing out-of-state complications, multi-state planning has evolved from exception to expectation. Yet the complexities of cross-jurisdictional estate planning can turn routine matters into legal minefields. This comprehensive seminar delivers the advanced strategies and cutting-edge techniques you need to confidently serve clients with significant ties to multiple states, covering critical topics including:
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:05 a.m.
Welcome & Introduction
– Katherine A. Charipar, Course Chair
9:05 – 10:05 a.m.
Where You Are, Where You Belong: Applying Residency and Domicile Concepts
This presentation will identify issues individuals should consider before attempting to change their residency and offer tips on how to best prepare for and survive a Minnesota residency audit.
– Masha M. Yevzelman
10:05 – 10:10 a.m.
BREAK
10:10 – 11:10 a.m.
Location, Location, Location: The Importance of Choosing a Trust Situs
Location is a key element of an irrevocable trust. Attorneys who assist clients in the creation or administration of trusts should be analyzing a trust’s situs to determine which jurisdiction offers maximum tax benefits, asset protections, and administrative flexibility. This session will address these factors and more when considering the situs of an irrevocable trust.
– Sarah F. Armstrong
11:10 – 11:20 a.m.
BREAK
11:20 a.m. – 12:20 p.m.
Passport to Probate: Estate Planning Pointers for International Clients
US residents with international assets face complex tax obligations, reporting requirements, and cross-border planning challenges that can significantly impact their estate planning objectives. This session discusses some essential strategies, including foreign asset disclosure requirements, tax treaty benefits, cross-border trust structures, and the coordination of qualified professional advisors
– Kiley E. Petty Henry
12:20 – 1:00 p.m.
LUNCH BREAK (on your own)
1:00 – 2:00 p.m.
Two States, One Marriage: Entrance and Exit Planning When Moving Between Separate Property and Community Property States
Understand the difference between community property and separate property and how this distinction affects assets such as a home or a business, learn about quasi-community property, and what happens if your client from a separate property state buys a vacation home in a community property state.
– Alison J. Midden
2:00 – 2:05 p.m.
BREAK
2:05 – 3:05 p.m.
Common Hot Spots for Minnesota Snowbirds – The Top 5 Things to Know About Florida, Arizona, Texas and California Law
Four 15-minute talks highlighting estate planning fundamentals and nuances in four popular snowbird destinations.
– David B. Gollin, M. Travis Hayes, Amy A. Johns & Chris Parker
3:05 – 3:15 p.m.
BREAK
3:15 – 4:15 p.m.
When Moving Is No Longer a Hypothetical: A Panel Discussion on Planning for Mobile Clients
Join our panel of experts in this scenario-based session as they discuss what strategies they would recommend for various circumstances. Learn more advanced estate planning tips and explore what strategies make the most sense.
– Andrew T. Howard, Amy A. Johns & Tessa R. Mielke
– Katherine A. Charipar (moderator)
LIVE IN-PERSON
Friday, November 21, 2025
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAYS
Wednesday, December 3, 2025
Thursday, December 18, 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.
