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Estate Planning 101

Trust Mills and Bad Estate Planning

by Maggie Green February 13, 2014 Estate Planning 101

I recently read this article about a so-called “living-trust mill” that is being sued by the Minnesota Attorney General. According to the article, the Minnesota Attorney General is alleging that clients of Heritage Partners were sold […]

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Make Sure Your Buy-Sell Agreement Is Not Disregarded

by Jennifer Santini February 5, 2014 Business

We try to encourage people to not only plan for the transfer of their personal assets but also to plan for the transfer of their businesses – either in life or at death. Buy-Sell Agreements […]

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Gift of Real Estate to Religious Corporations

by Robert Beutel February 3, 2014 Estate Planning 101

Gifts of real estate to religious bodies are rare, but frequently the donee is mis-identified. Many churches are known by abbreviated versions of their full name, e.g., “St. Jude’s Catholic Church” is actually “The Church […]

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Forced Heirship

by Jayne Sykora January 29, 2014 Estate Planning 101

Not surprisingly, since most of us here at Epilawg are licensed to practice law only in Minnesota, we generally write about most topics from a Minnesota law point of view. Oftentimes, though, many laws having […]

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Minnesota Gift Tax Exclusions

by Jennifer Santini January 16, 2014 Estate Planning 101

I recently mentioned some issues to consider before transferring certain assets, primarily with regards to the MN estate and gift taxes. While we want you to be cautious before making any transfers, we do want […]

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Another Estate Planning Lesson from Downton Abbey

by Jayne Sykora January 8, 2014 Estate Planning 101

We’re big fans of Downton Abbey (as is the rest of the world). Previously, we have covered the inheritance lessons learned during the first season of Downtown Abbey. This past Sunday evening, Season 4 premiered […]

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How should my Estate Planning Attorney & Financial Planner work together?

by Phillip Christenson January 6, 2014 Estate Planning 101

There are many parts to your financial life which may require you work with multiple professionals from different disciplines. Two of the most important professionals you should have on your team are a Financial Planner […]

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10 Items To Remember Heading Into 2014

by Jennifer Santini December 24, 2013 Estate Planning 101

There are a few items we wanted to remind you about as we wrap up the end of the year and look towards 2014. In no particular order they are: 1. Don’t forget that Minnesota […]

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Mandatory Arbitration Provisions in Estate Planning Instruments

by Julian Zebot December 16, 2013 Estate Planning 101

In May 2013, the Texas Supreme Court enforced a mandatory arbitration provision within a trust instrument in Rachal v. Reitz.  Since then, a number of legal commentators have suggested that there is a growing trend […]

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Giving Thanks

by Jennifer Santini November 28, 2013 Estate Planning 101

On this day of thanks, we wanted to remind you about the various opportunities for giving. Many of our clients have a philanthropic intent but just do not know exactly how to, when to, and […]

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ESTATE PLANNING FOR YOUNG ADULTS…REALLY?

by Jamie Held November 27, 2013 Estate Planning 101

If you have a young adult child coming home for the holidays, the Thanksgiving table might serve as a good opportunity to talk with them about estate planning.   While most young adults do not own […]

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