All About Minnesota Trusts
DISCLAIMER
Before undertaking any on-demand effort, you should review the rules of your licensing/certifying entity.
It’s your responsibility to determine whether this on-demand course meets your continuing education requirements.
You must take and pass a quiz to receive credit. You can take the quiz as many times as needed and there is no time limit on the quiz.
Once the quiz is completed, you will be asked to download your certificate.
**Any on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
Streamable MP4/PDF
You will receive an automated email letting you know when your On-Demand package is available approximately 3 business days after the date of the live event or the date of your order, whichever is later.
**Any streamable on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
The automated email letting you know when your On-Demand package is available will contain links to the video recording, materials, and program quiz.
To track your purchase, you will need to create an account on the website using the email address used for your registration.
For AIA requirements only, the on-demand recording will have occasional question prompts that will not allow the video to progress unless they are answered, and you will not be able to skip forward while watching the video.
Please note, if you attempt to resume watching the video on a separate device, your progress will not be saved.
Click the link which appears at the end of the video to be taken to the course quiz.
You will have unlimited access to the on-demand video recording, and it will never expire.
USB MP4/PDF
HalfMoon will mail these materials via USPS.
USB orders ship approximately 3 business days after the program takes place or after the order is placed, whichever date is later. Please allow an additional 7-10 business days for shipping.
**Any USB on-demand programs that qualify for LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
The link to the quiz will be available in a PDF in your USB drive marked QUIZ.
HalfMoon will contact you and issue a full refund if the product you ordered is not available. However, refunds will not be issued if completion certificates are requested.
Please contact HalfMoon Education if you have any questions during the process of taking this course. (715) 835-5900 or qchapman@halfmoonseminars.org
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 MinneapolisMr. 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 EdinaKradle 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 OaksMr. 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.

6 Knowledge Points
Purchase this course using Knowledge Points by clicking the button below.
(Account login required. Knowledge Points can only be redeemed by the owner of the points. Cannot be combined with any other forms of payment)