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 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

  • Parental Designation of Standby Custodian of Minor

 Probate & Trust Matters – Simple to Complex

  • Court Proceedings & Administration

  • Formal and Informal; Testate (with a Will) and Intestate (without a Will); Supervised and Unsupervised

  • Ancillary Probate Proceedings (for Non-Minnesota residents owning property in Minnesota)

  • Applications for Informal Probate of Will and/or Appointment of Personal Representative

  • Petitions for Formal Probate, including:

    • Appointment of Personal Representative (aka Executor)

    • Appointment of Special Administrator

    • Probate of Will

    • Probate of Lost Will

    • Will Construction

    • Summary Assignment & Distribution

    • Determination of Descent

    • Determination of Heirship

    • Allowance of Accounting - Annual and Final Accounts

Guardianship and Conservatorship Matters – Adults & Minors

  • Petitions for Appointment of Guardian/Conservator of Adult or Minor

  • Petitions for General Appointment

  • Petitions for Emergency Appointment

  • Petitions for Restoration to Capacity

  • Annual & Final Accountings

    • Preparation

    • Review

    • Petitions for Allowance

  • Personal Well-Being Reports

 Special Administrations

  • Petitions for Appointment of Special Administrator for various purposes, including:

    • Emergency Sale/Closing regarding Real Estate

    • Lost Will Search

    • Asset Search

 Residential Real Estate transactions – Miscellaneous representation