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.


Tuesday, August 26, 2025
8:30 am – 3:20 pm CDT


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 Matthew Tramm

  • 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 government 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 (Pending)

 

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 Taxes. Knowledge in estate planning 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.

This webinar has been submitted to the Minnesota Board of Continuing Legal Education for accreditation and is currently pending. Visit this course listing at www.halfmoonseminars.org for updates on pending credits.

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; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.

Speakers

Andy Gregory

Founder, Attorney with Andy Gregory Law in Minneapolis

Mr. 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.

Chris Kradle

Founder, Attorney with Kradle Law PLLC, in Edina

Kradle 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, TX with a B.A. degree in Political Science and Communications. He then attended Marquette University in Wisconsin and graduated with a J.D. degree. 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.

Matthew Tramm

Founder, Attorney with Tramm Law Firm, PLLC, in North Oaks

Mr. Tramm is an Arden Hills native with a passion for serving his fellow Minnesotans. He has practiced law in a mid-sized Twin Cities firm where he represented various types of clients, including several municipalities, individuals, businesses and even Amazon.com. Mr. Tramm also served as an officer of one of the largest banking corporations in the United States, working in its Trust Services division. It was in this role that he developed his understanding of and appreciation for advanced asset protection strategies. After gaining invaluable experience in the roles noted above, he decided that the biggest positive impact that he could have on society was to establish his own private law practice focusing on estate and asset protection planning. In his position as Managing Attorney of Tramm Law Firm, PLLC, Mr. Tramm provides his clients with superior legal services in all matters where effective legal representation and creative planning are required.

Streamable MP4/PDF Price: $349.00

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