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Trusts

What You Need to Know about Minnesota’s Uniform Trust Code Part I: Dual-Track Jurisdiction

by Julian Zebot April 2, 2015 Guest Articles

This is a first in a series of posts discussing different aspects on the new statute, Minnesota’s Uniform Trust Code (UTC), which becomes effective January 1, 2016. While this series will be useful information for […]

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Minnesota and the UTC

by Maggie Green February 19, 2015 Estate Planning 101

The 2015 Minnesota Legislature may adopt the Uniform Trust Code.  The proposed legislation would provide new rules regarding the administration of trusts, codify some common laws and clarify procedures available to those involved with the administration of trusts. […]

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To Amend or Just Start Over?

by Jennifer Santini February 3, 2015 Estate Planning 101

If you have a current estate plan, as you know, we recommend that you review it on a regular basis. If there are changes that need to be made, it can be done through an […]

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Privacy and your estate plan

by Maggie Green January 19, 2015 Estate Planning 101

The British government announced recently that 4 million historical wills have been digitized and are now available for download by the public. As in the United States, these documents were previously available by traveling to […]

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5 Lessons from Kindergarten to Ease Estate Administrations

by Jennifer Santini October 7, 2014 Probate

Unfortunately no matter how close a family might seem, it always has the potential to endure disputes between members either during everyone’s lifetimes or after someone has passed away. The fights can get ugly and […]

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Robin Williams’ Estate: Subject to California Probate?

by Kim Prchal August 19, 2014 Estate Planning 101

As everyone mourns the death of Robin Williams and reflects on his tremendous talents, we estate planning attorneys can’t help but wonder, did Robin Williams do any estate planning? It is apparent that Robin Williams […]

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Mother’s Day “must read” article

by Maggie Green May 12, 2014 Estate Planning 101

I have recommended Deborah Jacob’s in the past, but Advice for New Mothers – and Procrastinators is spot on. Covering all of the important estate planning issues for young parents, her advice mimics many of the suggestions I […]

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Estate Planning Myth #9: Trusts? Trusts are for billionaires

by Erika Stein Rosenhagen May 8, 2014 Estate Planning 101

Sure, billionaires may have trusts for charitable gifting, inter-generational wealth transfer, and asset protection purposes, but for many families, trusts assist in more mundane circumstances, too. They can be useful tools for managing judicial awards […]

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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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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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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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