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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



- Last Updated 06/26/2013 -

 

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