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

9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS

9:05 – 9:40 a.m.
Getting Started

• What is probate and when is it required under Minnesota law?
• What needs to happen in the first week/month following a death?
• What documents need to be collected throughout the probate process? 
• And more

– Camry M. Fielders & Leina D. Holte

9:40 – 10:15 a.m.
Statutory Framework and the Initial Client Interview

• What statutes govern probate and other types of estate administration in Minnesota?
• How are jurisdiction and venue determined?
• How do you determine whether to do a formal or informal probate?
• And more

– Christopher J. Kradle

10:15 – 10:40 a.m.
Creditors’ Claims

• What is the creditor claims period, and what can you do before it lapses? 
• What does and does not constitute notice or presentation of a claim?
• How do you handle debts that the decedent held jointly with another?
• And more

– Benjamin J. Francis & Heather M. Gilbert

10:40 – 10:55 a.m.
BREAK

10:55 – 11:30 a.m.
Real Estate

• What practical steps should be taken to preserve the value of real property after the owner dies?
• What documents need to be recorded to sell real property in a probate?
• Can the personal representative of an estate use a standard purchase agreement to sell real property from a probate?
• And more

– John J. (Jack) Austin & Lucas B. Spaeth

11:30 a.m. – 12:05 p.m.
Taxation Issues

• What tax returns may need to be filed after someone dies?
• How are beneficiaries taxed on distributions they receive from an estate during administration?
• What basis adjustments occur at death, and why do they matter during administration?
• And more

– Andrew J. Peterson

12:05 – 1:00 p.m.
LUNCH BREAK (on your own)

1:00 – 1:35 p.m.
Estate Litigation

• What are the most common reasons a probate becomes contested?
• How long does a party have to contest a will?
• How do you prove fraud, duress, or mistake?
• And more

– Bethany Rubis

1:35 – 2:10 p.m.
Closing and Distribution

• What does it mean to “close” an estate and when must an estate be closed?
• How are debts and taxes handled?
• What happens if new assets are found after the probate is closed?
• And more

– Mai Y. Yang

2:10 – 2:45 p.m.
Miscellaneous Procedures

• What is an Affidavit of Collection, and when should it be used?
• What do you do if there are more assets in a “closed probate”, and how do subsequent administrations work?
• How do you convey real estate in miscellaneous proceedings? 
• And more

– Christine B. Courtney 

2:45 – 3:00 p.m.
BREAK

3:00 – 3:35 p.m.
Professional Responsibility
0.5 ethics credit applied for

• If I prepared the estate plan for the decedent, can I represent the Personal Representative?
• How can I bill for services in probate?
• Can my client, the personal representative, distribute the assets in a way that does not concur with the distribution plan in the will if everyone agrees?
• And more

– Andrew P. Gregory & Gregory L. Singleton 

3:35 – 4:10 p.m.
Ancillary Administration

• When is ancillary administration for a nonresident decedent required?
• Who has priority to serve as personal representative in an ancillary administration?
• How are assets distributed in an ancillary administration?
• And more

– Kelly J. Zech

LIVE IN-PERSON
Thursday, May 28, 2026
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Tuesday, June 16, 2026
Monday, June 29, 2026
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:

• Season Pass Discount
• New Lawyer Discount

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 CLE credits, including 0.5 ethics credit. The maximum number of total credits attendees may claim for this program is 6.0 credits.