In-Depth Discussion of Practical Estate Planning, Drafting Issues, and Considerations

Join us for two more helpful half-day courses focusing on the forms in Minnesota CLE's Drafting Wills and Trust Agreements Deskbook. Each course in this series will discuss the forms in specific chapters of the Deskbook.

Have the forms at your fingertips!  Order the Deskbook before January 16, 2022 for 25% off when you call or e-mail!

Times listed are Central Time. Credits listed indicate what has been applied for.

Thursday, December 16
9:00 a.m. – 12:15 p.m.

Adding to the Plan (Chapters 16-23)

This segment will cover when to use a codicil, Spousal Consent/Waiver to Will and International Will certificates; the importance of miscellaneous trust documents to complete a trust estate plan; and the significance of beneficiary designations to complete any estate plan. In addition, panelists will discuss when a QDOT is needed and considerations around drafting; why a Qualified Personal Residence Trust is no longer updated and potential alternatives to consider; how and when a Single Beneficiary Gift Trust should be utilized; and considerations when drafting an Irrevocable Trust.

3.0 standard CLE credits applied for    MORE INFORMATION

Thursday, December 16
1:00 p.m. – 4:15 p.m.

Unique Situations (Chapters 24-32)

The final program includes discussion of common charitable techniques and vehicles for clients and why the forms are no longer being updated; considerations for a Revocable Trust for Retirement Plan Benefits; and drafting techniques and options for Supplemental Needs Trusts. In addition faculty  will discuss planning for the family cabin; digital assets; and pros and cons to Antenuptial and Postnuptial Agreements.

3.0 standard CLE credits applied for    MORE INFORMATION

In-Person Passholders – You may use your Pass to register for these online programs.