Maslon partners Susan Link, Michael Sampson, and Julian Zebot as well as paralegal Cindy Costello will present at Minnesota CLE's 2016 Probate & Trust Law Section Conference on June 6-7, 2016.
During the morning of day one, Michael will co-present a session titled, "Drafting and Administration Under the Minnesota Trust Code: Now the Real Fun Begins," where he will discuss directed trusts, decanting, silent or "secret" trusts, amongst additional topics. He will also co-present a legislative update on the morning of day two.
During the afternoon of day one, Susan will moderate a breakout session titled, "The Elephant (or the Donkey) in the Room – The Probate Panel," in which a panel of experienced probate practitioners, including Michael and Cindy, will pose common questions that arise for attorneys and paralegals during the administration of a decedent's estate.
On day two, Julian will present a session titled "Avoiding the Ethical Danger Zones in Contested Matters: A Practical Guide to Professional Ethics for Non-Litigators," where he will provide practical advice regarding ethical issues that often arise in the context of contested trust and estate litigation, including scope of representation, privilege/client confidentiality, attorneys' fees, and conflicts of interest.
Susan is the head of Maslon's Estate Planning Group and practices in the areas of estate planning, probate, and trust administration. She works closely with families to plan the disposition of their assets, both during lifetime and at death, and to accomplish the optimal estate and gift tax planning for clients through wills, trusts, and other instruments. Additionally, Susan serves as the program director of Minnesota Wills for Heroes. The Wills for Heroes program, sponsored by the Minnesota State Bar Association, is designed to provide free legal services for the preparation of basic estate planning documents for Minnesota first responders.
Michael's legal practice focuses on high-end estate and tax planning, estate and trust administration, charitable planning, and business succession planning. Michael helps his clients focus on what it is they really want to accomplish with their wealth. After assisting his clients in identifying their specific wealth planning goals, Michael works with them and their other professional advisors to develop and implement wealth transfer strategies that are consistent not only with their goals, but also with their cash flow needs and tolerance for risk.
Julian focuses his practice on fiduciary and trust litigation as well as commercial litigation involving claims of unfair business competition, including lawsuits involving sales representatives and sales practices. He has broad litigation experience involving fiduciary duties, trusts, probate, business torts, the Minnesota Termination of Sales Representatives Act ("MTSRA"), Lanham Act claims, class actions, and other complex commercial litigation, including litigation involving banks, other financial service businesses, manufacturers and companies with sales forces, and closely held companies.
Cindy is a senior paralegal in the areas of estate and trust administration. Cindy assists attorneys with all aspects of estate and trust administration, including preparation of court documents, accountings, estate tax returns, fiduciary income tax returns, and distribution of assets.
For more information or to register, go to: Minnesota CLE 2016 Probate & Trust Law Section Conference.