Joint Revocable Cabin Trust - Using a Cabin Trust Keep the Cabin in the Family

David Ness will discuss the advantages and disadvantages of using a Cabin Trust. He’ll also walk participants through the essential elements of the Joint Revocable Cabin Trust, the latest addition to the practicelaw and mndocs libraries.

Mike Trittipo will discuss how document assembly can alleviate errors of omission and inclusion, improve efficiency, and ensure drafting attorneys consider each key element of the Cabin Trust document.

This CLE is approved for credit through April 23, 2021.

Presenters/Developers:

Presenter, David Ness, practices in the areas of estate planning, probate & trust administration, estate and gift tax controversy, tax-exempt organizations, and corporate law. He works with individuals and organizations in all aspects of estate planning, charitable planned giving, and estate administration. In addition to representing individuals, charitable organizations, and corporate clients, David represents the countries of Norway and Sweden in estate and trust administration cases arising in the Midwest. He also has extensive experience representing tax-exempt organizations, including his role as outside General Counsel to Sons of Norway and Degree of Honor Protective Association, both fraternal insurance organizations headquartered in the Twin Cities.

David was named a "Super Lawyers Rising Star" by Minnesota Law and Politics and featured in "Who’s Who in Estate Planning and Probate Law" by Minnesota Law and Politics. He is a frequent speaker on topics such as estate planning, taxation, and business succession. He is also a contributor to radio and television programs such as "The Law Show" on WCCO 830, News Talk AM 1130, the Cities 97 Morning Show and KARE 11 Sunrise.

Presenter, Michael Trittipo, Attorney Editor, MSBA. Michael is an attorney editor with the MSBA. He earned his J.D. cum laude in 1981, and practiced law for several years. He currently maintains the MSBA's mndocs templates using the HotDocs platform.

Research and Drafting Support, Gloria Hand, is a law student at Mitchell Hamline School of Law where she is finishing up her degree and graduating in the Fall 2018 semester. Her favorite classes included Trusts & Estates, Contracts, and Property Law. As part of her academic career at Mitchell Hamline, she will receive their Law and Business Certificate.

Most recently, she worked as a legal intern and assistant at Story Law Firm, PLLC in Fayetteville, Arkansas where she assisted with estate and business planning, real estate transactions, and business law issues. Additionally, she worked with the senior attorney on developing a complex estate plan for clients with family businesses blending trusts and limited liability companies. Gloria and her husband Matthew recently relocated to Wausau, Wisconsin where Matthew works as an attorney.

CLE Credits:

1.5 Standard CLE Credit approved | Event Code: 270754

Cost:
MSBA Members:  $29.95
Non-MSBA Members:  $64.95

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$64.95