Estate Planning for Blended Families- Successfully Navigating the Balance Between Successor Spouse and Children

Event Description

This program is hosted by the RCBA Trust & Estates Section and sponsored by Taft, Stettinius, & Hollister .

Deadline to Register Online: May 11, 2021.*
If you want to register after May 11, send an email to kharo@mnbars.org.

The blended family is becoming the norm, yet estate planners are having trouble keeping up with the times.  The traditional estate plan for the nuclear family almost certainly doesn’t work, so why are so many estate planners still using it?  This presentation will give practical tools for creating an effective estate plan for the blended family that – above all – appropriately manages expectations so that families can avoid the litigation route after the testator is gone.

Presenter:
Courtney  R. Sebo Savica | Wendland Utz, Ltd.
Courtney Sebo Savica is a Principal Attorney with Wendland & Utz, Ltd., in Rochester, Minnesota.  She practices in the areas of estate planning, probate, estate litigation, and general civil litigation.  She loves working with blended families on creating estate plans that work.  Courtney is a 2010 graduate of William Mitchell College of Law.  Courtney was previously with Excelsior Law Firm as a solo practitioner, Meagher & Geer, Ratwik Roszak & Maloney, and the Minnesota Court of Appeals as a Judicial Law Clerk to Judge Gordon Shumaker and Judge Larry Stauber

CLE Credits:
1.0 Standard CLE Credit | Event Code: 343984

Cost:
RCBA Members: $15.00   
Non-RCBA Member:  $30.00 

Thank you to Our Sponsor:
Valbridge Property Advisors

Remote Participation:
Instructions will be emailed to you the weekday prior to the CLE.

Payments:
Due to the pandemic, accounting staff have limited access to the office making the processing of checks difficult. We request that you register online or over the phone by credit card whenever possible. If you need assistance, please contact the program manager. If you must pay by check, please use this form .

Cancellations:
Need to cancel? Please see our cancellation policy .

Accommodations:   
The RCBA is 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.  Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you. 
 
Program Manager:  

Kara Haro |  kharo@mnbars.org | 612-278-6329

Register for this Event

Register

DATE
Thursday, May 13, 2021
TIME

12:00 PM to 1:00 PM

VENUE
Live Webinar via Zoom