Wednesday, June 17, 2020
9:00 AM - 12:15 PM
This presentation is a replay of a webcast originally presented December 10, 2019
This presentation will focus on clients who are retired with adult children and some grandchildren. They are taking required minimum distributions from their retirement assets and living off of their investments. They are beginning to focus on planning for their own incapacity. Some of their children and grandchildren have struggled with chemical dependency or mental health issues. Topics include:
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.
– Laura E. Halferty; Stinson LLP
– Jennifer A. Lammers; Best & Flanagan LLP
– Robert E. Lynn; Bartley & Lynn LLP
– Michael P. Sampson; Maslon LLP
Webcast also included in the following webcast package(s):
June Webcast Extravaganza
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.