MSBA Probate & Trust Law Section

Prior CLE Programs/Materials

2012-13

October 16, 2012 - Probate & Trust Pro Bono Projects, and the Social Worker's role with Elderly Clients
November 26, 2012 - OUT WITH THE OLD; IN WITH THE NEW – A Peek into the Judges' Chambers
March 19, 2013 - Exactly How Do Fiduciaries Get Control of Online Accounts and Assets?
May 2, 2013 - Working with the Client who has Diminished Capacity

2011-12

June 4-5, 2012 | Probate and Trust Conference and Annual Meeting
May 2, 2012 | "Clients and Diminished Capacity Issues"
March 13, 2012 | "Protect Your Practice: Best Practices in Backing Up Client Information and Disaster Prevention"
December 8, 2011 | Annual Litigation Update - The Life of a Case in the Trusts and Estates Area
September 29, 2011: Digital Death: Can Estates or Heirs Gain Access to Online Pictures, Social Networks, Emails, and Accounts? Audio Recording: Click here to listen.

2010-11

November 19, 2010 : "A View from the Probate Bench"
October 6, 2010: "Custodial Agreements and Guardianships for Minors"

2009-10

October 5, 2009- Legislation Update for 2009 and Looking Ahead to 2010 - Legislative Handout
December 3, 2009- Trust and Estate Litigation: You can't take it with you but maybe you should!- Handout
April 21, 2010- Fiduciary Due Diligence in Engaging and Monitoring Investment Managers

Cited cases
In Re Conservatorship of James Kleven, No. A07-2022 (Minn. Ct. App. Nov. 4, 2008) (unpublished decision)
Marvin v. Marvin, 557 P.2d 106 (Cal. 1976)
In Re Estate of Marks, 187 S.W.3s 21 (Tenn. App. 20006)
Kozlowski v. Kozlowski, 403 A.2d 902 (N.J. 1979)
Byrne v. Laura, 52 Cal. App.4th 1054 (1997)
In re the Estate of Gerald Lee Larson, (Minn. App. 2007) (unpublished decision)

- Last Updated 06/21/2013 -

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