Understanding the Basics of Estate Planning for Native Elders

Event Description

Remote Only Event. Online registgration is closed. To register, email Tram Nguyen at tnguyen@mnbars.org .

This presentation will focus on working with Native American elders, both enrolled and non-enrolled tribal members, including identifying cultural considerations, family dynamics, estate planning considerations (Individual Indian Money accounts, trust land issues), medical assistance exceptions, and working within tribal court.  If time, additional topics to be discussed will include guardianships and grandparents raising grandchildren.


Valerie Field is Litigation Director at ALS. She grew up in northern Minnesota.  She received her bachelor’s degree from Bemidji State University and her law degree from the University of Cincinnati School of Law in 2003. Valerie became a licensed attorney in 2004. She has worked with legal services organizations for over 15 years, as both an employee and former board member.  Prior to attending law school, Valerie helped survivors of domestic violence as an advocate and Program Director.  In addition to maintain her state licensing, Valerie is currently licensed to practice law in the tribal courts of the Red Lake, Leech Lake, and White Earth Nations.  She has offered trainings and information to providers across the state of Minnesota in hopes of educating others about Tribally specific issues.

Joni Tapio is a paralegal/legal advocate and licensed to practice as a lay advocate in the Leech Lake Tribal Court.  She is a graduate of Leech Lake Tribal College, with her AAS in Business Management as well as her AA in Liberal Education. Joni is an enrolled member of Leech Lake Band of Ojibwe. She brings many years of experience in customer service and administrative roles. Joni has been providing direct services to clients, primarily elders, by assisting individuals with specific cases and offering information through presentations or outreach.

CLE Credits:  1.0 Standard CLE Credit applied for | Event Code: 509655


Elder Law Section Member: FREE
MSBA/HCBA/RCBA Member: $15
Non-Member: $45
Law Student/New Lawyer: FREE

Registration Deadline: July 16, 2024.  To register after that time, email the program manager.

Remote Participation: Remote instructions will be emailed to you the day prior to the event. A calendar file with a Zoom link is available for download in the automatic receipt.

Program Manager: Tram Nguyen | tnguyen@mnbars.org | 612-278-6316

Payments/Cancellations: Please register online or over the phone by credit card whenever possible. If you must pay by check, please use this registration form. Need to cancel? Please see our cancellation policy .

Accommodations: We are committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify the program manager with at least 72 hours notice prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.


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Thursday, July 18, 2024

12:00 PM to 1:00 PM

Live Webinar - Zoom