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MSBA PROBATE & TRUST SECTION
Annual Report
2012-13
Section Membership:
As of June 30, 2013, the Probate & Trust Section had 1123 members. That is a 2% decrease from June of 2012.
Financial Status:
The Probate & Trust Section had an account balance of $12.148.48, as of April 30, 2013.
Continuing Legal Education Programs:
The Section hosted four CLE programs in the fiscal year 2012 – 2013.
Meeting/Course Title |
Date |
Event Code |
Credits |
Working with the Client who has Diminished Capacity |
5/2/13 |
178959 |
1.0 Ethics |
Exactly How Do Fiduciaries Get Control of Online Accounts and Assets? |
3/19/13 |
176800 |
1.0 |
OUT WITH THE OLD; IN WITH THE NEW – A Peek into the Judges' Chambers |
11/26/12 |
173281 |
1.0 |
Probate & Trust Pro Bono Projects, and the Social Worker's role with Elderly Clients |
10/16/12 |
172686 |
1.0 Ethics |
Additionally, the Annual Probate & Trust Law Section Conference was held on June 10 and 11, 2013. (Attendance was in excess of 900 participants.)
Legislation and Amicus Briefs:
Peter Hatinen and Drew Base led our legislative efforts this year. The Section’s efforts to clarify the farm and small business estate tax exclusions were successful.
There were no Amicus Briefs filed on behalf of the Section this year.
Annual Meeting and Election Results:
The Probate & Trust Section annual meeting was held at 11:15 a.m. on June 11, 2013 at the Probate & Trust Annual Conference in St. Paul, Minnesota.
The following individual’s were elected to serve as Officers in 2013-2014:
Officers:
Chair Scott Nelson
Vice Chair Andrew Baese
Secretary Peter Hatinen
Treasurer Mavis Van Sambeek
Council:
Todd Andrews Jolene Cutshall
JoEllen Doebbert William Foseberg
Richard Hawke Jennifer Lammers
Sonny Miller Sheryl Morrison
Michael Sampson Joseph Thiegs
Sunny Umanah
Other Section Accomplishments:
Pro Bono / Volunteer Service Activities:
- Wills for Heroes continues to be very successful with future events scheduled as far out as March 2017. We have prepared 7,657 estate plans to date.
- Chris Hunt and his committee continue their work on review of the Uniform Trust Act. The Committee meets regularly and is working on a final draft of proposed comprehensive changes to Minnesota’s law governing the creation, administration, and termination of trusts. The Committee hopes to have a draft for review by other MSBA sections by this summer.
Website and practicelaw.org:
Monthly updates of federal tax developments affecting the probate and trust bar continued to be posted on the practicelaw.org website throughout the year.
Section Newsletter / Publication:
- A newsletter was published twice this year with several articles and section news items including legislative updates.
- The Greater Minnesota Study Group continues to have numerous participants each month.
Submitted by:
Thomas J. Woessner, Section Chair
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Last Updated
06/26/2013
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