ONLINE
Thursday, November 12, 2026 - Friday, November 13, 2026
9:00 AM - 4:45 PM
This brand-new Institute offers vital information, practical advice and useful materials to help you advise high-net-worth clients. Topics include:
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS
9:05 – 10:05 a.m.
The New Federal Landscape: Planning After Permanence
What the permanent higher federal exemption means for high-net-worth planning: resetting client conversations, revisiting “use it or lose it” structures, and where the real federal pressure points remain.
– Robert W. Dietz & Andrew T. Howard
10:05 – 11:05 a.m.
What’s New in Tax Mitigation: The Year in Review
Recent legislation, IRS priority guidance and enforcement targets, notable Tax Court and Eighth Circuit decisions, and Minnesota legislative and Department of Revenue developments every advisor to wealthy clients should know.
– Tessa Mielke
11:05 – 11:15 a.m.
BREAK
11:15 – 12:15 p.m.
BREAKOUT SESSION A
101
Issues That Arise in High-Net-Worth Divorces
– James Vedder
102
GST Tax and Dynasty Trust Design
Generation-skipping transfer tax fundamentals, exemption allocation traps and how to fix partial allocations, dynasty trust architecture, and considerations on trust administration when moving between jurisdictions with different rules against perpetuity.
– Sonny Miller
12:15 – 1:15 p.m.
LUNCH BREAK (provided to in-person attendees)
Join fellow attendees at Fogo de Chão for a complimentary lunch, conveniently located in the same building as the Conference Center. Enjoy Fogo’s Market Table with more than 40 different options, refreshing beverages, and casual conversation with colleagues in a relaxed setting.
1:15 – 2:15 p.m.
BREAKOUT SESSION B
201
Irrevocable Trust Design Masterclass Part I – Grantor Trusts
SLATs, grantor trust powers, swap powers, and toggling grantor trust status – building flexibility into structures that are supposed to be unchangeable.
– Caitlin Abram
202
Domicile, Residency and the Snowbird Problem
Minnesota residency audits, the 183-day rule, changing domicile to Florida, Arizona, or South Dakota, and what actually survives a Department of Revenue challenge.
– Alison J. Midden
2:15 – 2:30 p.m.
BREAK
2:30 – 3:30 p.m.
BREAKOUT SESSION C
301
Lifetime Giving Strategies for High-Net-Worth Clients
GRATs, installment sales to intentionally defective grantor trusts, annual exclusion leverage, and front-loading strategies – choosing the right transfer technique for the right client.
– Michael P. Sampson
302
The Cabin and Family Recreational Real Estate
Cabin LLCs vs. cabin trusts (vs. QPRTs or other options), governance and use agreements, expense sharing, buyout and exit mechanisms – keeping the lake place from dividing the family.
– J. Steve Nys
3:30 – 3:45 p.m.
BREAK
3:45 – 4:45 p.m.
BREAKOUT SESSION D
401
Cross-Border Planning for High-Net-Worth Clients
– Daniel R. Donovan
402
Best Practices for Advising High-Net-Worth Clients with Family Limited Partnerships and Limited Liability Companies
– Katherine A. Charipar
4:45 – 5:15 p.m.
INSTITUTE RECEPTION
Join your friends and colleagues for tasty refreshments, great conversation, and networking.
8:30 – 9:00 a.m.
CONTINENTAL BREAKFAST
9:00 – 10:00 a.m.
BREAKOUT SESSION E
501
Charitable Planning for High-Net-Worth Clients
Charitable remainder and lead trusts, donor-advised funds vs. private foundations, gifts of closely held business interests, and integrating philanthropy with the estate and income tax plan.
– Kassandra K. Heinrich-Wydra & Kyle Wesely
502
Irrevocable Trust Design Masterclass Part II – Other Design Techniques and Implementation of Trusts
Rules against perpetuities, modification and decanting, directed trusts, and trust administration.
– Rachel M. Dahl
10:00 – 10:15 a.m.
BREAK
10:15 – 11:15 a.m.
Ethics: Who Is My Client?
1.0 ethics credit applied for
Joint representation of spouses, representing the family vs. the family business, multigenerational representation, and gifts or bequests to the drafting attorney.
– Eric T. Cooperstein
11:15 – 11:20 a.m.
BREAK
11:20 – 12:20 p.m.
Working with the Wealth Management Team: Roles, Boundaries and the UPL Line
Coordinating with CPAs, financial advisors, trust officers, and family offices; confidentiality and privilege in team settings; fee arrangements and referrals; and where the unauthorized practice of law line falls for non-lawyer advisors.
– Robert P. Lawson, Mark Moeller & Julie Westbrock
– Philip J. Ruce (moderator)
LIVE IN-PERSON
Monday & Tuesday, September 28-29, 2026
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAY
Thursday & Friday, November 12-13, 2026
Attend online
Online replay includes all plenary and breakout sessions. A moderator will be available to answer questions by email.
$445 MSBA members / $445 paralegals / $495 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 9.0 CLE credits, including 1.0 ethics credit. The maximum number of total credits attendees may claim for this program is 9.0 credits.
