Agenda
Webinar instructions will be emailed 24-48 business hours before the date of the webinar.
Please log into the webinar 15 – 30 minutes before start time.
Monday, January 26, 2026
8:30 am – 3:20 pm CST
Agenda:
Understanding the Grantor’s Goals and Potential Risks
Presented by Andy Gregory
- Long-term and short-term financial goals
- Identifying beneficiaries
- Identifying assets and potential risks
- Objectives for asset management and control
- Creation, duration, and termination of trust
Creating Revocable “Living” Trusts
Presented by Melissa Miroslavich
- Purposes of the revocable trust
- Benefits and drawbacks
- Funding the trust
- Administrative issues
Creating Irrevocable “Living” Trusts
Presented by Chris Kradle
- Purposes of the irrevocable trust
- Benefits and drawbacks
- Funding the trust
- Administrative issues
Creating Testamentary Trusts
Presented by Andy Gregory
- Purposes of the testamentary trust
- Benefits and drawbacks
- Funding the trust
- Administrative issues
Asset Protection Planning for Seniors and the Disabled
Presented by Chris Kradle
- Overview of governement benefit programs
- Trust options
- Planning for spouses, supplemental needs trusts
Webinar Instructions
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.
Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.
Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.
GoToWebinar App requirements:
Windows 10 or higher, macOS 11 or higher, Linux, Google Chrome OS
Web Browser:
Google Chrome (most recent 3 versions)
Microsoft Edge (most recent 3 versions)
Internet connection: 1 Mbps or better
Hardware: 2GB of RAM (minimum), 4GB or more of RAM (recommended)
For more information, visit the Support section at www.gotowebinar.com
Credits
Accountants
7.2 CPE Credits
Attorneys
6.0 CLE Hours (MN Attorneys)
Continuing Education Information
This webinar is open to the public and offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of Taxes. Knowledge in state taxation is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
The Minnesota Board of Continuing Legal Education has approved this course for 6.0 standard CLE hours.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
*On-Demand Credits*
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits.
Speakers
Andy Gregory
Founder, Attorney with Andy Gregory Law, in Minneapolis, MNMr. Gregory has been passionate about the law for many years. During an extended career with the federal government, he began pursuing his dream of becoming a practicing attorney. He graduated cum laude from Mitchell Hamline School of Law in Saint Paul, Minnesota, and served as an Associate on the Mitchell Hamline Law Review. Mr. Gregory earned his bachelor’s degree in business finance from Liberty University in Lynchburg, Virginia. His practice consists primarily of Estate Planning, Estate Administration, Wills and Trusts, and Conservatorships/Guardianships. In his estate planning, he works with individuals, couples and families to develop comprehensive and efficient estate plans through wills, trusts, incapacity instruments and other related documents. Mr. Gregory also works with those suffering from the loss of a loved one to smoothly and cost-effectively navigate the administration of an estate through the probate system or by providing counsel to trustees. Additionally, his experience provides him with insights into financial decisions, social work and life care plans associated with guardianships and conservatorships. This background informs his personalized service and compassionate approach to family legal matters. He is professional yet approachable and is full of positive energy when it comes to helping his clients.
Chris Kradle
Founder, Attorney with Kradle Law, PLLC, in Edina, MNKradle Law PLLC is a firm assisting Minnesota and Wisconsin clients specializing in Elder Law, Estate Planning, Probate, Trust Administration, and Business Formation. Mr. Kradle is a Minnesota and Wisconsin licensed attorney. He graduated from Trinity University in San Antonio, Texas, with a B.A. in political science and communications. He then attended Marquette University in Wisconsin and graduated with a J.D. He is a former President of Minnesota NAELA (National Academy of Elder Law Attorneys), was named a Rising Star in Minnesota by SuperLawyers from 2022-present, and does pro bono work through Wills for Heroes and the Richfield Foundation. Mr. Kradle is currently on the Board of Directors for the nonprofit Senior Community Services. Kradle Law frequently presents around the Twin Cities regarding Elder Law, Estate Planning, and Estate Administration topics.
Melissa Miroslavich
Founder, Estate Planning Attorney, Mediator with Miroslavich Law PLLC, in Woodbury, MNMs. Miroslavich is an accomplished attorney dedicated to helping clients navigate complex legal matters through proactive problem-solving and out-of-court solutions. As a best practice, she believes that effective estate planning is about more than just paperwork; it is about providing families with peace of mind and protecting their future. A dedicated advocate for alternative dispute resolution, Ms. Miroslavich graduated magna cum laude from Mitchell Hamline School of Law, where she also earned a Certificate in Conflict Resolution Theory and Practice. She further honed her expertise by studying arbitration at the University of Queen Mary in London. This advanced training underpins her commitment to out-of-court solutions. Prior to attending Mitchell Hamline School of Law, Ms. Miroslavich built and ran a successful boutique business for many years, following her undergraduate studies in Psychology at Luther College.
This background provides a practical, client-focused approach to her legal career and offers clients the confidence of working with an attorney who understands both the legal and practical implications of their decisions. Ms. Miroslavich specializes in estate planning for individuals and families, including the creation of Revocable Trusts, Wills, Powers of Attorney, and small business succession planning. She also facilitates collaborative prenuptial agreements, cohabitation agreements, and postnuptial agreements. Ms. Miroslavich currently serves as the Vice President of the MN State Bar Association District 19 Board and is deeply involved in collaborative efforts as a Board Member and Outreach Committee Chair for the Collaborative Law Institute. A former clerk for a Dakota County judge, she is also a Rule 114 Qualified Neutral (mediator) and has been recognized by her peers as a Rising Star in 2024 and 2025.