DRAFTING FOR MARRIED COUPLES WITH OLDER CHILDREN
Webcast Replay Seminar
ITEM #:  2630412001   |   EVENT CODE:  307678    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$195.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Thursday, June 11, 2020

1:00 PM - 4:15 PM

Drafting Wills and Trust Agreements: Drafting for Married Couples with Older Children

This presentation is a replay of a webcast originally presented December 3, 2019

This presentation will focus on an older married couple with older children who have accumulated some assets, including taxable and tax-deferred investments, real estate, and life insurance. They are a blended family with children from previous marriages who are in their late teens or early 20s. Topics include:

  • Marital Deduction Formulas 
  • QTIPs vs. Outright Marital Gifts 
  • Powers of Appointment 
  • Rearranging the Client’s Balance Sheet 
  • How to Fund Trusts 
  • Dealing with Addiction and Other Issues with Children 
  • Trustee Selection 
  • Trusts for Lifetime Gifting 
  • Provisions Allowed by the UTC (directed trusts, decanting, silent trusts, etc.)

Seminar materials will consist of the difficult, confusing clauses from each of the forms to be discussed, as well as practice points related to the type of client that is covered in the seminar. The forms themselves are not included.

– Andrea S. Breckner; Olson & Breckner, P.A.
– Michael P. Sampson; Maslon LLP
– Cameron R. Seybolt; Fredrikson & Byron, P.A.

Webcast also included in the following webcast package(s):
June Webcast Extravaganza

$195

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.

STANDARD PRICE
$195.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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