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Probate

What are a surviving spouse’s debt obligations?

by Jamie Held September 11, 2014 Probate

Awhile back, an article in the Star Tribune discussed the egregious practices used by some credit card companies and banks to collect debts owed by deceased persons, often targeting surviving family members who may or […]

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The Constant Fear of “Rejection” When Drafting Real Estate Deeds

by Kim Prchal June 25, 2014 Estate Planning 101

When drafting real estate deeds (even though the Minnesota Uniform Conveyancing Blanks forms look relatively simple) there are several statutory-specific rules that inevitably lead to the return of your deed with a “rejection letter” from […]

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Estate Planning Myth #6: I must avoid probate

by Erika Stein Rosenhagen April 24, 2014 Estate Planning 101

This issue varies significantly based upon where you live. In Minnesota, unlike some other jurisdictions, the probate avoidance opportunity doesn’t always rise to the level of necessity. The benefits of avoiding probate include: not incurring […]

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Organizing Your Accounts and Passwords

by Maggie Green March 5, 2014 Estate Planning 101

I emphasize to all of my estate planning clients the importance of keeping track of your assets, what they are, where they are located, etc. The reason: a Will or Trust instructs your Personal Representative […]

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Seeking Review of a Probate Referee’s Order

by Julian Zebot February 27, 2014 Guest Articles

This post is mainly intended for Minnesota probate attorneys, however, we hope that all readers learn from it. – See more at: http://epilawg.com/2013/12/minnesota-e-filing-how-to-survive/#sthash.I3444Vxo.dpuf Epilawg editors note: This post is mainly intended for Minnesota probate attorneys, […]

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Claims to Allow & Disallow During a Probate

by Kate Wells December 26, 2013 Guest Articles

Personal Representatives have many duties to a decedent’s estate. Previously, Jayne Sykora discussed how a Personal Representative is selected and what their duties consist of in “So You’re a Personal Representative. Now What?” and “What […]

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Estate denied property tax refund

by Maggie Green December 19, 2013 Probate

The tax code is riddle with nuances. Some of these nuances are beneficial to clients, others can be frustrating. Recently, I had an estate administration client come to me with a letter from the 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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Minnesota E-filing: How to Survive

by Kim Prchal December 4, 2013 Guest Articles

This post is mainly intended for Minnesota probate attorneys, however, we hope that all readers learn from it. The day of the electronic court record has come to Minnesota. Unfortunately, the path to e-filing feels […]

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Property and Revocable Trusts – MN Estate Tax Update

by Maggie Green October 23, 2013 Estate Planning 101

Individuals that own property in multiple states often consider placing the property into a revocable trust for planning purposes. While this can be an effective planning technique, there are some important points to consider. For […]

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Think Before You Transfer

by Jennifer Santini October 17, 2013 Estate Planning 101

Clients often talk about transferring property either to other individuals, into a trust, or into a pass-through entity for a wide array of reasons. One of the top reasons is typically to avoid probate. Another […]

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