Areas of Practice


Estate Planning

  • Wills & Trusts

    • Simple to Complex
    • Married & Unmarried Couples
    • Blended Families
    • Single Persons
  • Powers of Attorney
    • Statutory Short Form
    • Common Law
  • Health Care Directives (aka Living Wills, Advanced Directives)
     
  • Trusts
    • Revocable & Irrevocable Trusts
    • Testamentary Trusts
    • Supplemental Needs Trusts
    • Pure Discretionary Trusts
    • Retirement Asset Trusts
    • Spousal Trusts
    • A-B Trusts
  • Prenuptial Agreements
     
  • Beneficiary Designations – Simple to Complex
    • Retirement Accounts
    • Life Insurance Policies
    • Brokerage Accounts
    • Savings Accounts
  • Delegation of Parental Authority/Rights

 Guardianship and Conservatorship Matters – Adults & Minors

  • Appointment of Guardian/Conservator
  • Objections to Appointment
  • Petitions for Emergency Appointment
  • Petitions for General Appointment
  • Annual & Final Accountings
    • Preparation
    • Review
    • Petitions for Allowance
    • Objections to Accountings
  • Restoration to Capacity
  • Personal Well-Being Reports
  • Guardian Designations of Minor – Temporary & Permanent

 Probate & Trust Matters – Simple to Complex

  • All Court Proceedings & Administration
  • Formal and Informal; Supervised and Unsupervised
  • Contested Matters
    • Spousal rights, including Petition for Spousal Elective Share
    • Will Contests alleging lack of testamentary capacity, undue influence or other objections
    • Uncontested Matters (Testate (with a Will) and Intestate (without a Will)
    • Accountings – Annual and Final Accounts
    • Petitions for:
      • Appointment of Personal Representative (aka Executor)
      • Spousal Elective Share or other spousal rights
      • Probate of Lost Will
    • Ancillary Probate Proceedings (for Non-Minnesota residents owning property in Minnesota)

 Special Administrations

  • Appointment of Special Administrator:
    • Emergency sale of real estate
    • Lost Will search

 Real Estate – Representing Buyer or Seller

  •  Small Business formation