Month: October 2019

  • Change an Estate Plan: A List of Good Reasons

    Change to an estate plan happens for many reasons. Many people wait until it is to late. Luckily, Minnesota laws support a change to an estate plan when the the grantor or testator is of a sound mind. Assuming this is true, there is no better time than the present.

    That said, here are a few reasons why people make revisions to their estates:

    • Births or Adoptions,
    • Deaths,
    • Divorces to Guardians or Personal Representatives,
    • Marriages,
    • New feelings towards Guardians, Trustees, and Personal Representatives,
    • An increase in the composition of an estate or an expected inheritance,
    • Updates to state residence, and
    • Changes in Minnesota or Federal laws. 

    When to Think about Change?

    Look, many of us see a doctor once a year. Many of us see a dentist a couple times a year. Many of us meet with our accountant once per year. Well, revisiting our long term affairs requires our attention too.

    The holiday season is a great time to reconnect with extended family. But, I like the idea of doing a deep dive on one’s estate plan around the same time we file our tax returns. For some this is far too late. For others, it is just right.

    As a result, trust that distant voice. The right time is right now.

  • M21 Manual for Veteran Claims Was Revised by the VA

    M21 is a significant reference for military veterans and their claims for benefits. In a nutshell, M21 is a document that describes the VA process for rendering benefits for all sorts of issues, including:

    For the Vets who know what this document is all about, Veterans confuse sections and parts. If this already sounds confusing, do not be afraid.

    Yes, the manual has many parts and uses a strange numbering system. Do not allow this to be a roadblock.

    Always assume you have an outdated M21-1 Manual. Luckily, Veterans, military families, and VA Benefit lawyers can find updates to the M21 Manual here, which shouldn’t be confused with the VA’s old M21 link.

  • CLIMB Benefits Or Unemployment Contradiction?

    CLIMB is an unemployment program in Minnesota that supports dislocated workers. CLIMB is an acronym for Converting Layoffs Into Minnesota Businesses.

    Unfortunately, this program is incredibly new and contradicts unemployment statutes.

    As a result, MN’s CLIMB program is causing problems.

    CLIMB History

    First, a little history. Yes, CLIMB is new. Perhaps others will talk about this program as if it has been around since the beginning of time, but really, it hasn’t.

    Yes, there is more than a decade worth of bills and suggested legislation that has gone into this new rule.

    The rule that finally went into place stems from something called Sec. 116L.17.

    Details for the CLIMB Program

    Here is what the statute says:

    Converting layoffs into Minnesota businesses (CLIMB) is created to assist dislocated workers in starting or growing a business. CLIMB must offer entrepreneurial training, business consulting, and technical assistance to dislocated workers seeking to start or grow a business. The commissioner, in cooperation with local workforce councils, must provide the assistance in this subdivision by:

    (1) encouraging closer ties between the Small Business Development Center network, Small Business Development Center training providers, and workforce centers, as well as other dislocated worker program service providers; and

    (2) eliminating grantee performance data disincentives that would otherwise prevent enrollment of dislocated workers in entrepreneurship-related training.

    Really though, the program is in its infancy stage and feels a lot more like the wild wild west. Currently, the only case that even addresses the statute itself is Pernue v. Craigin Mach Shop. But, this case doesn’t help applicants navigate CLIMB.

    As a result, pinning down concrete guidelines versus the posted information found here might require additional appeals to Minnesota’s Court of Appeals.

    CLIMB Contradictions

    In my experience, workers trying to collect unemployment benefits sometimes find it difficult to meet eligibility conditions under Minn. Stat. 268.085.

    Minnesota’s Converting Layoffs Into Minnesota Businesses program has the potential of pushing applicants into problems with eligibility conditions. This is especially true when the program fails at offering clear guidelines.

    Unclear guidelines are inspiring audits. And, applicants are finding it necessary to appeal issues of concern.

    Appeal CLIMB Issues

    With most government program in Minnesota, decisions are appealable. Exactly how and when is the generally the issue.

    Right now, this law office is seeing issues being reviewed through the Unemployment Appeal Process. However, it would not be surprising if cases are eventually reviewed or pushed towards Minnesota’s Office of Administrative Hearings.

    In the meantime, applicants should be even more diligent than they normally might. This includes reading, recording, and saving everything. For those wishing to appeal, please consider contacting this law office.