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Members

Probate and Trust Law Section

Newsletters

View current and archived editions of the MSBA Probate and Trust Law Newsletter:

Annual Report

MSBA Probate & Trust Law Section
Annual Report
2016-17

 

Section Membership

As of June 8, 2017, the Section has 1,131 members.

Financial Status

The Section had an account balance of $55, 308.99 as of May 22, 2017.

CLEs & Events

The Section hosted 6 CLE programs in fiscal year 2016-17. 

Program Title

Date

Event Code

CLE Credits

Number of Attendees

Technology Tips and Tricks for the Probate and Estate Planning Attorney

7/14/2016

221689

1.0 Standard

30

Drawing Lines in Shifting Sands: Avoiding UPL as a Non-Practicing Lawyer (co-sponsored with Tax Law Section)

10/20/2016

228598

1.0 Ethics

77

Background and Thoughts on the Proposed Section 2704 Regulations (co-sponsored with Tax Law Section)

11/17/2016

230399

1.0 Standard

37

Working with Clients from Other Cultures

12/6/2016

231160

1.0 EOB

39

Leaving Your Pets in Good Hands: How to Successfully Draft a Pet Trust (co-sponsored with Animal Law Section)

1/26/2017

232846

1.0 Standard

63

When Family Love Turns to Family Feud: The Judges Speak

2/14/2017

234018

1.0 Standard

83


Annual Meeting and Election Results

The Section’s Annual Meeting was held on Tuesday, June 13 at 9:30 a.m. at RiverCentre in St. Paul, Minnesota (in conjunction with the Probate and Trust Law Section Conference).

The following council members were elected to serve on the Section’s Governing Council from July 1, 2017 to June 30, 2018:

  • Patrick Costello
  • Eileen Day (new member)
  • David Joyslin
  • Michael Ostrem (new member)
  • Tamara Peterson
  • Michael Sampson (ex officio)
  • Jennifer Santini
  • Jason Schuller
  • Cameron Seybolt
  • Joel Sommers

The following officers were elected to serve on the Section’s Governing Council from July 1, 2017 to June 30, 2018:

Chair: JoEllen Doebbert
Vice-Chair:  Sonny Miller
Secretary: Jolene Cutshall
Treasurer: Jennifer Lammers
Immediate Past-Chair:  Mavis Van Sambeek

Diversity and Inclusion
What diversity and inclusion goals did the Section include in the 2016-2017 work plan, how did you approach these goals, and what was the result?

  • Continued work on our Section’s draft work plan.
  • Sought demographic information on our section’s members.
  • Organized and held a CLE that qualified for elimination of bias credit.

Other Section Accomplishments

  • Supported the Wealth Management Sub-Committee of the Tax Section by having council members attend its brainstorming formation meeting and by co-sponsoring its first seminar.
  • Established a mentoring committee, which held one event to match participants.
  • Appointed a communications officer who worked with our technology committee chair to educate members about the MSBA’s community page and its use for posting practice questions. 
  • Drafted guidelines for responding to solicitations for contributions.
  • Published regular editions of the newsletter.

Submitted By:

Mavis Van Sambeek, Section Chair
June 12, 2017