Attorney and Law Office
- Phone: 952-222-9462
Attorney and Law Office
Category Trusts and Succession Planning
Trusts should always take a holistic view of a client’s unique circumstances. This law office helps Clients to establish trusts tailored to their particular needs and wishes, taking into any account business requirements, family specifics, and relevant risk factors.
Living Trust: My 1⃣ Sentence Definition
4 Big Risks Before Transfering a House Into a Trust
Trust Drafting Is Easier Than You Think, And Sometimes Not
Trust drafting is as complicated as one’s family dynamic. Whether you consider yourself smart, educated, uneducated, white collar, blue collar, a single parent, prudent or some other label, please avoid the temptation. What temptation? The temptation of drafting your own…
8 Ways to Make an Estate Gift to Your Church
Patrons wishing to make a gift to their church are running into problems when they try to incorporate wishes into an estate plan. Luckily, there are some strong alternatives. Legal Forms to Help Gift to a Church Generally, an…
Should We Avoid Minnesota’s Oral Trust Agreement Laws?
Just because Minnesota has an oral trust agreement law, doesn’t mean we should rely on it in a time of need. None the less, the MN law that allows a verbal trust agreement in certain situations might come in handy…
Grandma’s Revocable Trust Before She Went Into a Nursing Home
IRA Rollover Into a Trust Can Be a Huge Mistake
The rules for an IRA rollover change on an annual basis. Because an IRA cannot be owned by a trust outright, this post is about identifying a spouse as a beneficiary of an IRA and thinking through who or what…
MN Taxable Estate Rules and Protection
Yes, MN taxable estate laws are strict. Unfortunately, Minnesota is 1 of 14 states (including the District of Columbia) that have an estate tax. In 2024, the state tax exemption amount is a math problem. As you can see under…
Can my Ex Spouse Really Inherit my Stuff?
Can an ex spouse inherit property from their former spouse after a divorce? In Minnesota, absolutely yes. Although there are laws like the Ex Souse as a Beneficiary Rule, I believe it is critical to update every estate plan after…