DRAFTING FOR RETIRED COUPLES WITH ADULT CHILDREN AND GRANDCHILDREN
Webcast Replay Seminar
ITEM #:  2630422001   |   EVENT CODE:  307679    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$195.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Wednesday, June 17, 2020

9:00 AM - 12:15 PM

Drafting Wills and Trust Agreements: Drafting for Retired Couples with Adult Children and Grandchildren

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:

  • Marital Deduction Formulas 
  • Family Trust or Disclaimer Trust 
  • QTIPs vs. Outright Marital Gifts 
  • Powers of Appointment 
  • Trustee Selection 
  • Dealing with Addiction and Other Issues with Children 
  • How to Balance Estates/Fund Trusts 
  • Independent Trustees vs. Beneficiary Trustees 
  • Tax Apportionment 
  • Handling Vacation Properties

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

$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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