Lessons Learned From Three Years of Living With the Minnesota UTC
Jolene Cutshall and David Shannon zeroed in on some of the significant legal developments to come out of the 2016 passage of the Minnesota Trust Code.
Tax Decisions for Trustees After the Fielding Case
Caitlin Abram and Laura Carlson co-led a breakout session on the recent Fielding v. Commissioner of Revenue ruling in which the Minnesota Supreme Court held the Minnesota statutory definition of “resident trust” to be unconstitutional as applied to four trusts. The professionals discussed increasing state focus on how to define trusts in the context of income taxes. They also raised key considerations for trustees in the wake of the Fielding decision, including whether trustees should consider changing their trust’s place of administration.
2019 Probate Panel
Daniel Donovan rounded out a panel examining the state of the industry and developments in probate law.
Planning and Facilitating a Family Meeting
Daniel Donovan covered best practices for conducting an effective multigenerational family meeting with clients.
2019 Minnesota Legislative Update
Lauren Barron hosted a fast-paced review of legislative developments in the estate planning space.