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Minnesota State Bar Association
Continuing Legal Education
Your State Bar at Work for You
Minnesota
Estate
NEW
Seminar and
4 th Edition Deskbook
Administration
Deskbook
and Seminar
Editor-in-Chief Susan J. Link
Featuring the brand-new 4 th Edition of
Minnesota Estate Administration Deskbook, which
includes a free subscription to CLEPro (containing all
of the forms from the Deskbook).
Everything – and we mean everything you’ve
always wanted to know about Minnesota probate
and non-probate practice! From the attorney-client
relationship through closing and distribution – forms,
practice tips, statutory and case law references, and
thorough analysis of everything from the decedent’s
car to their taxes. Handling real estate, dealing
with creditors, dealing with the IRS and Minnesota
Department of Revenue, ancillary administration, and
much, much more!
The most thorough book in Minnesota probate
practice just got better – don’t miss this seminar and
special publication opportunity!
The Seminar
If you practice in probate and estate
administration in Minnesota – you’ll want
this book and you’ll find this seminar to be
extremely helpful!
Attend this seminar and get a great education,
a great publication and a subscription
to Minnesota CLE’s CLEPro automated
document system containing all of the Estate
Administration forms and more!
Wednesday, March 28, 2012
Minnesota CLE Conference Center
Seventh Street & Nicollet Mall
Third Floor City Center • Minneapolis
Plus video replays!

The Minnesota Est
the SEMinar
8:30 – 8:55 a.m.
REGISTRATION & CONTINENTAL BREAKFAST
8:55 – 9:00 a.m.
Welcome & Introduction
– Susan J. Link
Editor-in-Chief and Course Chair
9:00 – 9:45 a.m.
Administering an Estate – Getting Started
Topics will include: Probate vs. non-probate property, testacy
vs. intestacy, and the intestacy statutes, overview of the
estate administration process, overview of the attorneyclient
relationship as an estate administration gets started,
miscellaneous practice tips and pointers.
– Andrea S. Breckner
9:45 – 10:25 a.m.
How to Open an Estate
The process and analysis of formal and informal, initial
documentation, informal commencement, inventory and
record keeping, bookkeeping, interim orders, and overview and
analysis of disclaimers, etc. Also demonstrating the ease of the
automated document system CLEPro that uses the forms found
in the Minnesota Estate Administration Deskbook.
– Cynthia R. Costello & Susan J. Link
12:15 – 12:30 p.m.
Q&A
12:30 – 1:15 p.m. LUNCH (on your own)
1:15 – 1:50 p.m.
Handling Contests, Compromises and
the Spousal Elective Share
Will construction including: intent, statutory rules of construction,
and common law rules of practical construction; will contests
– jurisdiction & venue, commencement, expenses, proof and
evidence; settlements and ADR; analysis of the elective share.
– Dana Neu & Crystal Patterson
1:50 – 2:25 p.m.
The Process for Closing and Distribution
Prerequisites for closing, deadlines, and the final account;
informal closings; overview of the process for formal; overview of
distribution, discharge, and correcting errors. Also demonstrating
the ease of the automated document system CLEPro that
uses the forms found in the Minnesota Estate Administration
Deskbook.
– Alison J. Midden
2:25 – 2:40 p.m. BREAK
10:25 – 10:40 a.m.
Dealing with Creditors’ Claims
Definition of “claims” and asset subject claims including an
analysis of homestead law and a variety of issues including
revocable trusts, procedural issues, time limits and an overview
of the process of how to handle claims, creditors’ rights,
insolvency, etc.
– Mary Shearen
2:40 – 3:15 p.m.
Ancillary Administration and
Miscellaneous Procedures
Collecting personal property by affidavit; the use of summary
proceedings and subsequent administration; determination of
descent and notice of homestead claim; an overview of ancillary
administration.
– Cindy J. Ackerman
Credits
Minnesota CLE
has applied to
the Minnesota
State Board of
CLE for 5.5 CLE
credits for this
seminar.
10:40 – 11:15 a.m. BREAK
11:15 – 11:40 a.m.
Handling Real Estate Issues in Estate
Administration
Overview of powers of a P.R., managing and selling real estate,
closing issues, distribution of interests and an overview of special
situations including encumbrances, the MA notice, life estates,
etc.
– Christopher B. Hunt
11:40 – 12:15 p.m.
Estate Income Tax Demystified
An overview of the basics with a special emphasis on current
topics and a thorough use of examples.
– John R. Bedosky
3:15 – 3:50 p.m.
Analysis of Professional Responsibility
Concerns
Applicable rules including competence, scope of representation,
diligence and communication, attorney’s fees, conflicts of
interest, attorney as witness, dealing with the court and dealing
with unrepresented persons.
– Joel Sommers
3:50 – 4:15 p.m.
Q&A

ate Administration D
the DESkbook
The Minnesota Estate Administration
Deskbook has been evolving for 20 years and
represents a landmark publication, compiled
by expert attorneys, legal assistants and a host
of others that work in the field of administering
estates in Minnesota. Combining thorough
analysis of case law, statutes, state and federal
tax provisions, practical advice from registrars
around the state, and a host of specialized
as well as frequently encountered estate
administration issues – all rolled into a terrific
book and a terrific seminar! Bonus: Each
registrant will receive a free subscription
to Minnesota CLE’s automated document
system which contains all of the forms
from the Minnesota Estate Administration
Deskbook and more!
Table of Contents
Preface; About The Authors; Table Of Contents
Note
The 4 th
Edition of the
Minnesota
Estate
Administration
Deskbook
is included in
your tuition.
If you cannot
attend the
seminar or any
of the video
replays, you
can still get
this incredible
manual! Use
the registration/
order form in
this brochure to
order your copy
today!
Highlights of the New
Fourth Edition Include:
• 10 chapters written by experienced and
renowned lawyers covering every aspect
of the estate administration process in
Minnesota.
• Written with practicing attorneys in mind,
this Deskbook takes the reader through
the entire estate administration process
from the attorney-client relationship
through closing and distribution, handling
real estate, dealing with creditors, dealing
with the IRS and Minnesota Department
of Revenue, ancillary administration, and
much, much more!
• A free subscription to Minnesota CLE’s
CLEPro automated document system
which includes all of the forms found in
the Minnesota Estate Administration
Deskbook in downloadable format.
Chapter 1
Getting Started
– Andrea S. Breckner
Olson & Breckner, P.A.
Minneapolis
Chapter 2
Opening an Estate, Inventory,
and Disclaimers
– Susan J. Link &
Cynthia R. Costello
Maslon Edelman Borman &
Brand, Llp
Minneapolis
Chapter 3
Creditors’ Claims
– Mary E. Shearen
Best & Flanagan, Llp
Minneapolis
Chapter 4
Real Estate
– Christopher B. Hunt
Fredrikson & Byron, P.A.
Minneapolis
Chapter 5
Taxation Issues
– John R. Bedosky
Waybridge Law Group, Llc
Minnetonka
Chapter 6
Estate Litigation
– Dana Neu &
Crystal Patterson
Fredrikson & Byron, P.A.
Minneapolis
Chapter 7
Closing and Distribution
– Alison J. Midden
Briggs & Morgan, P.A.
Minneapolis
Chapter 8
Miscellaneous Procedures
– Cindy J. Ackerman
Moss & Barnett, P.A.
Minneapolis
Chapter 9
Professional Responsibility
– Julian C. Zebot &
Joel A. Sommers
Maslon Edelman Borman &
Brand, Llp
Minneapolis
Chapter 10
Ancillary Administration
– Cindy J. Ackerman
Moss & Barnett, P.A.
Minneapolis
Subject Index; Case Index; Statute Index

Deskbook, 4 th Edition
CLEPro SM
Special Features of
the CLEPro SM System
on www.minncle.org
This system includes more than 215 updated
forms including informal, formal, general use
forms, inventory, final account, and more!
Bonus:
CLEPro SM Included with
Every Deskbook Purchase!
The forms used are
the ones you’ve
used for years…the
forms the judges
and registrars know!
PLUS
• The forms are flexible…they expand to capture all
information without using attachments!
• Not only do these forms automatically fill in…they
automatically calculate, too!
There is no software for
you to install! Simply
access the system through
our website. When we
make system updates
or add new forms, they
will be available to you
instantly. You won’t be
bothered with installation
and update CDs!
• Your answer files and assembled documents are saved to
your own computer. You can access completed documents
from your own computer with your own word processor.

Registration / Order Form
Minnesota Estate Administration
Deskbook & Seminar
March 28, 2012 • MN CLE Conference Center • Minneapolis
Please “” appropriate box below:
LIVE (3/28/12): $345 MSBA member $345 paralegal $395 standard
VIDEO REPLAY: $345 MSBA member $345 paralegal $395 standard
I have a Minnesota CLE Season Pass SM . Pass #
Check here if address below is new.
Name (first) (mi) (last)
Firm
Location
NEW LAWYER DISCOUNT!
Address
City/State/Zip
Phone
E-mail
Attorney License No. (if applicable)
Profession, if non-attorney
Enclosed is $ by:
Check (payable to Minnesota CLE)
VISA MasterCard
Discover AmEx
Card No.
Expiration
Signature
Date
I was first admitted to the bar after March 28, 2009, and have deducted $60
from the registration fee marked above.
CURRENT OWNER DISCOUNT!
I own the 3 rd Edition of the Minnesota Estate Administration Deskbook and
have deducted $50 from the registration fee marked above.
Fax
Minnesota Estate Administration Deskbook
with Access to CLEPro SM
I cannot attend. Please send me the following: (Available after March 28, 2012.)
______ copies of the DESKBOOK IN HARDCOPY
(including access to CLEPro) – $245
[ITEM # 50-940-12]
CURRENT OWNER DISCOUNT!
I own the 3 rd Edition of the Minnesota
Estate Administration Deskbook and have
deducted $50 from the price above.
Discount good until 6/1/12. No double discounts.
Cost of Item(s)................................... $
Shipping & Handling.......................... $
Subtotal............................................. $
Tax..................................................... $
TOTAL................................................ $
MAIL TO:
Minnesota CLE
2550 University Ave. W.
Suite 160-S
St. Paul, MN 55114
FAX TO:
651-227-6262
GO ONLINE:
www.minncle.org
OR CALL:
651-227-8266 or
800-759-8840
565-12
HGL
COST OF ITEM(S)
S & H
Single CD-ROM......................................$4
$75.01 – 100 ..........................................$8
$100.01 – 150 ........................................$9
$150.01 – 250 ......................................$12
$250.01+..............................................$15
Expedited shipping available
TAX ON SUBTOTAL
Pick the appropriate tax based on
where the book is received.
Minneapolis, MN........................ 7.775%
Saint Paul, MN............................ 7.625%
Hennepin Co. (outside Mpls.).... 7.275%
Ramsey Co. (outside St. Paul).... 7.125%
Anoka, Dakota or
Washington Co....................... 7.125%
All other MN............................... 6.875%
Outside MN................................ exempt
Dates/Locations
live presentation
Wednesday, March 28, 2012
Minnesota CLE Conference Center
Seventh Street & Nicollet Mall
Third Floor City Center, Minneapolis
video replays
Schedule times for video replays are subject to change due to abbreviated
lunch and break periods. Start times are as indicated below. Please register
at least one week in advance to secure your copy of the course materials on
the day of the seminar.
Minneapolis –
4/10/12 & 4/24/12
Reg. 8:30; Replay 9:00
MN CLE Conference Center
Seventh Street & Nicollet Mall
Third Floor City Center
Albert Lea – 5/11/12
Reg. 8:30; Replay 9:00
Christian & Peterson
314 South Broadway
Brainerd – 5/25/12
Reg. 8:30; Replay 9:00
Brainerd Public Library
416 Fifth Street South
Duluth – 5/11/12
Reg. 8:30; Replay 9:00
Radisson Hotel Duluth—
Harborview
505 West Superior Street
CREDITS
Mankato – 5/4/12
Reg. 8:15; Replay 8:30
Farrish Johnson Law Office
Eastwood Industrial Centre
1907 Excel Drive
Marshall – 5/11/12
Reg. 8:30; Replay 9:00
Lyon County Government Center
607 West Main Street
Virginia – 5/4/12
Reg. 8:30; Replay 9:00
Sipila Law Office
108 South Fifth Avenue, Suite 1
Winona – 5/3/12
Reg. 8:45; Replay 9:00
Pflughoeft Law Office,
160 Lafayette Street
Course Information
Minnesota CLE has applied to the State Board of CLE for 5.5 CLE
credits. The maximum number of credits attendees may report for
this seminar is 5.5.
CANCELLATION/NO-SHOW POLICY
Paid registrants who cancel their registration at least 72 hours before
the program will receive a full credit on their account; if fewer than 72
hours, a $25 administrative fee will be deducted. Paid registrants who
do not cancel, yet fail to attend, will receive the written materials.
Passholders may purchase materials for 50% of the full retail price.
ACCOMMODATION
If you have a disability and need an accommodation in order to
attend, contact Minnesota CLE as soon as possible at 2550 University
Avenue West, Suite 160-S, Saint Paul, MN 55114 or call us at
651-227-8266 or 800-759-8840.
QUESTIONS?
Call Minnesota CLE at 651-227-8266 or 800-759-8840. Or, visit us
online at www.minncle.org.

Minnesota Continuing
State Bar Legal Education
Association
2550 UNIVERSITY AVE W #160-S, SAINT PAUL MN 55114
Nonprofit Org.
U.S. Postage
P A I D
Minnesota Continuing
Legal Education
DATED MATERIAL — PLEASE EXPEDITE!
Minnesota
Estate
NEW
Seminar and
4 th Edition Deskbook
Administration
Wednesday, March 28, 2012
Minnesota CLE Conference Center
Seventh Street & Nicollet Mall
Third Floor City Center • Minneapolis
Plus video replays!
Deskbook
and Seminar