The Bassford Remele Trust and Estates Litigation Practice Group will host a lunch, seminar, and social at our offices on Tuesday, February 11, 2020. The seminar will be offered live and via webinar.

Mom Always Liked You Best: Tips from Experienced Trust Litigators for Estate Planners and Trustees

12:00-12:30
Registration and Lunch

12:30-1:30
Hot Topics and Common Ethical Issues in Estate Planning
Alice M. Sherren, Minnesota Lawyers Mutual Insurance Company, and Aram V. Desteian
(1.0 MN ethics CLE credit approved)

• Common Conflicts of Interest Issues in Estate and Trust Planning
• Privilege and Confidentiality Issues in Estate Planning
• Wearing Multiple Hats: Counselor, Advocate, or Fiduciary in Trust Planning and Administration
• Ethical Considerations When Dealing with Clients with Diminished Capacity

1:30-2:30
Trust and Estate Litigation: What Trust and Estate Litigators Think Non-Litigators Need to Know
Alan I. Silver, Steven M. Sitek, and Casey D. Marshall
(1.0 MN standard CLE credit approved)

• Understanding Common Trust and Estate Disputes
• Risk Management Tips for Estate Planners:
  • Understanding the Attorney Client Privilege;
  • When and How to Video Tape Signings;
  • Capacity and Undue Influences; and
  • Avoiding Conflicts

2:30-3:30
Trust Amendments and Beneficiary Designations: Risks When Advising an Attorney in Fact
Norman M. Abramson, Amie E. Penny Sayler, and Jessica L. Kometz
(1.0 MN standard CLE credit approved)

• Using Powers of Attorney to Amend Beneficiary Designations
• Using Powers of Attorney to Amend or Revoke Trusts

3:30-5:00
Networking and Social

Register