Walk through an actual Minnesota Probate Estate from the filing of the Application for Probate to the final accounts ... and all the steps in between. Learn the entire process with current forms, court and filing requirements, accounting and procedural steps, as well as the procedures for the sale and distribution of estate assets. Discuss the roles, responsibilities and liabilities of a person who is appointed as the executor/personal representative. Explore real-life examples and solutions to the multitude of issues involving a typical (or not typical) Minnesota Probate Estate. Learn the answers to: is there a “reading of the will”? What about personal items? Does the executor get paid? What about estate bills and creditors?

The biggest fear for most baby boomers is how to pay for the nursing home and still leave something for the next generation. With ever changing estate planning laws and great increases in nursing home costs, the fear is real. Understand your options. Is long term care insurance for you? What about home care? Should I gift my money away? Would I qualify for Medicaid? Does my current trust avoid the nursing home? What is the 60 month claw back? What if my spouse goes into the nursing home and exhausts our money? Discuss these questions and many more, including how to plan and place your assets to meet your nursing home goals.

Did you know with proper planning, both while they are alive and after they have passed, grandparents, parents and family can take care of a child, grandchild or family member with special needs in their estate plan? Such planning will not adversely affect the benefits and programs which the person with special needs has available to them! Discuss how to properly protect your assets and provide for the future benefit of the loved one with special needs. Whatever the type of the asset (tangible, income producing or other) there are options you should know. Discuss how the special needs trust fits into your estate planning, planning for the future of your loved one with special needs, and pros and cons of a special needs trust.