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Understanding Minnesota Estate Tax Elections

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Designed for professionals with a basic understanding of estate tax, this course provides an in-depth look at common Estate Tax elections and related topics in Minnesota. It will help you navigate common elections, forms, and requirements to ensure accurate and timely filings.

This course is only available as a webinar and is designed for:

Accountants
Executors
Personal representatives
Tax professionals

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Course Objectives [+]

After completing this course, you will be able to:

Understand the Qualified Terminable Interest Property (QTIP) election
Explain Alternative and special valuation elections
Recognize payment extensions and installment payment options
Identify the differences between qualified small business and farm property elections
Complete Form M706Q, Election to Claim the Qualified Small Business and Farm Property Deduction

Registration [+]

To register for this class, select the webinar date you would like to attend. You will receive an email confirmation when your registration is processed.

Upcoming Webinars
Tuesday, May 12	9 to 10:30 a.m.

Note: All times are in Central Time.

Course Materials [+]

Continuing Professional Education (CPE) [+]

Instructors [+]

Instructors for this course are representatives from the Minnesota Department of Revenue.

Allyson Casseday

Allyson Casseday serves as the Lead External Training and Communications Specialist for the Corporate Franchise Tax Division at the Minnesota Department of Revenue. Since joining the department in 2002, she has held key training roles in both the Collection and Corporate Franchise Tax divisions, bringing in over two decades of experience in public service and instructional leadership. 

Allyson holds Bachelor of Science degrees in business administration and human resource management from Saint Mary’s University of Minnesota. She is currently pursuing a certificate in organization development from the University of Minnesota. 

Halle Rotty

Halle Rotty serves as an External Training and Communications Specialist for the Corporate Franchise Tax Division at the Minnesota Department of Revenue. Since joining the department in 2023, she has educated Minnesota taxpayers through audits, classes, and presentations.

Halle holds a Bachelor of Science degree in Business Administration- Management and master’s degree in business administration from the University of Wisconsin-River Falls. She is currently pursuing a certificate in communications from the University of Minnesota.

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Last Updated

March 24, 2026

Understanding Minnesota Estate Tax Elections

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