Trusts & Estates Section - Beneficiary Designations: Uses and Abuses

  • Power of Attorney / Advance Directives

Presenter: Kirstin Helmers, Mason & Helmers

Discussion of the level of capacity required to execute a beneficiary designation, whether a Power of Attorney may be used to change a beneficiary designation (including 2016 Court of Appeals opinion on this issue), litigating beneficiary designation changes (whether in probate, state civil, or federal court), and when assets with beneficiary designations can be used to pay costs of administration and/or a spousal elective share.

Time: 12:00 p.m. to 1:00 p.m.
Registration: 11:30 a.m. to 12:00 p.m.?
Location: First National Bank Building Training Room, 332 Minnesota Street, St. Paul?
Cost (includes lunch): $15 RCBA members; $30 non-members
Teleconference: $20 RCBA members; $35 non-members

*Instructions for accessing the teleconference will be sent prior to the CLE. On-Demand registration will be available within one month after the live presentation. We cannot offer the live teleconference to law students for free. Law students may still attend the live presentation for free. If you have any questions, please email us at or call 651-222-0846.