Ensuring your wishes are honored.
Our skilled attorneys work with individuals and families to develop comprehensive and tailored estate plans designed to help fulfill our clients’ personal, financial and charitable goals. Additionally, our attorneys are experienced in the administration of probate, non-probate and trust estates. Our experience includes the following matters:
- Advising clients on all issues pertaining to estate planning, including avoiding probate, planning charitable gifts, using trusts to control distributions to children, and reducing or eliminating gift, estate and generation-skipping transfer taxes;
- Preparing estate plan documents, including wills, revocable living trusts, irrevocable trusts, family limited partnerships and family limited liability companies;
- Reviewing existing estate plan documents and providing advice pertaining to those documents;
- Advising clients regarding incapacity planning, including the use of powers of attorney and health care directives;
- Representing fiduciaries in the administration of probate, non-probate and trust estates;
- Advising personal representative and trustee clients regarding fiduciary duties and obligations; and
- Preparing and filing federal and state estate tax returns and fiduciary income tax returns for trusts and estates.
The following resources may be helpful in the estate planning and estate administration process:
Estate Planning/ Estate and Trust Administration
New Minnesota Estate Planning and Probate Laws
Despite a short legislative session in 2016, Minnesota legislators passed a number of laws affecting estate planning and estate administration, most of which became effective August 1st. The new laws ...
Court Emphasizes Evidentiary Requirements in Trust Actions
The Minnesota Court of Appeals recently issued an unpublished decision involving litigation related to trust property in In re: The Frank John Rodriguez Sr. Trust, File No. 62-TR-CV-14-63 (Minn. Ct....
The Problem with DIY Estate Planning
A number of do-it-yourself options—including books, software and websites—allow you to generate a will or other estate planning documents for a fraction of the cost of hiring an attorney to prepar...
Four Estate Planning Considerations for the Young Professional
As you graduate from college, you will likely reach some of the biggest milestones of your life, such as entering your first profession, getting married, having children, and buying your first home. A...
The Minnesota Court of Appeals Provides Guidance on Requirements to Revoke a Will
The Minnesota Court of Appeals in a published decision recently clarified the requirements to revoke a will by a “revocatory act” under Minnesota Statute § 524.2-507. The Court in In re the Estat...
How Can I Avoid Probate When I Die?
You have likely heard the horror stories regarding probate. You may have heard a comment from a friend or neighbor or read something on the internet along the lines of, “In probate, the court decide...