Deadline to Register: November 10,
2016
5:30 p.m. - 6:00 p.m. | Registration and
Dinner
6:00 p.m.
- 7:00 p.m. | Section Meeting and CLE Program
Jim Clay, a seasoned estate
planning attorney, will discuss what bankruptcy practitioners need to
know about estate planning.
Speaker:
James M. Clay is a principal at Morrison Sund PLLC in Minnetonka, Minnesota,
and focuses his practice on estate planning, probate and trust administration,
family business succession and tax planning. He works closely with couples
and individuals to help structure estate plans to achieve the clients’
objectives in the most tax efficient manner possible. Prior to joining Morrison
Sund, Jim spent over 10 years with larger firms in Minneapolis focusing his
practice on estate planning, estate and trust administration, and tax planning.
Jim has a master’s degree in taxation (LL.M) and has been enrolled to practice
before the Internal Revenue Service since 1985. His extensive tax
background enables him to assist families, individuals and small business owners
to develop and accomplish their estate planning goals, and to pass on family
values in a manner that will minimize their exposure to federal and state
taxes. Jim earned his juris doctorate cum laude and his LL.M (Taxation)
from the William Mitchell College of Law, and his bachelor of arts from St. Olaf
College. Jim is a frequent lecturer on advanced estate planning, tax and
business succession planning topics. He has taught numerous continuing
legal education courses on estate planning, tax and related topics and often
speaks to members of various civic organizations. He is a member of the
Minnesota State Bar Association’s Probate and Trust Law Section, and is actively
working on legislative issues for the Association.
Jim designs and
prepares estate planning documents such as wills, revocable trusts (living
trusts), financial powers of attorney, health care directives (living wills),
and beneficiary designations for life insurance and retirement plans. He
also works with people to plan and implement trusts for children or
grandchildren, irrevocable life insurance trusts (ILITs), grantor retained
annuity trusts (GRATs), qualified personal residence trusts (QPRTs),
intentionally defective grantor trusts, installment sales, charitable remainder
trusts (CRTs), charitable lead trusts (CLTs), family limited partnerships,
limited liability companies, and buy-sell agreements. Jim works with families
and individuals to help them through the probate and estate settlement process,
administer and resolve trust and estate disputes. In addition, he has extensive
experience working with individuals and fiduciaries to resolve estate, gift and
income tax disputes.
CLE Credit:
1.0 Standard Credit approved | Event Code: 230982
Cost:
Governmental Personnel: Use campaign code "Government" to register at the
discounted registration fee of $10
Bankruptcy Section Members: $20
MSBA
Members (But Not Bankruptcy Section Members): $30
Non-MSBA Members:
$35
Law Students: Free
Join the Bankruptcy Section and attend the CLE for
FREE: $47
MSBA members who are not members of
the Bankruptcy Section can join the section for $47 and attend
this CLE for FREE. Click here
to add the section to your MSBA membership and then contact Tram Nguyen | 612.278.6316 to register
for this meeting at no charge.
Remote Participation:
Remote participation is not available.
Want more
information about the Bankruptcy
Section ?
To register with a check, please mail in this
registration form.
Need to cancel? Please see our cancellation policy.
Questions? Contact Tram Nguyen | 612.278.6316