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The Missing Will

by Manish Bhatia January 11, 2016 Beneficiary

The Missing Will Do you know where your original Will is located? You should, and so should your executor. The dilemma of a missing original Will has come up in the death of Melissa Mathison, […]

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The Right Way to Inherit

by Manish Bhatia December 20, 2015 Estate Planning 101

While an inheritance is often considered a gift by the recipient, from a tax perspective, there optimal ways to inherit a retirement account. From the language used to designate the beneficiaries to important IRS-imposed deadlines, […]

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What You Need To Know About The MN Trust Code For Drafters Part III: Limitation on Action Contesting Validity of Revocable Trust

by Jennifer Santini December 8, 2015 Estate Planning 101

Often when people set up their estate plan they will ask the attorney “Can someone challenge this?” Truthfully, anyone can try to challenge a person’s estate plan – the bigger question is whether that person […]

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Year-End Estate Planning To-Do List

by Manish Bhatia December 5, 2015 Charity/Giving

The end of the year is an ideal time to review your current estate plan and confirm that you are taking advantage of all planning opportunities available to you. This includes not only tax planning, […]

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What You Need To Know About The MN Trust Code For Drafters Part II: Default & Mandatory Rules

by Jennifer Santini December 1, 2015 Trusts

A trust instrument, under the new Minnesota Trust Code (“MN Trust Code”) in Minn. Chapter 501C, can be drafted* in a multitude of manners to convey the settlor’s intentions. The terms of the trust instrument […]

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What You Need To Know About The MN Trust Code For Drafters Part I: The Basics

by Jennifer Santini November 24, 2015 Trusts

It has been mentioned here on Epilawg a few times already that Minnesota adopted a new trust statute. The specifics of the Minnesota Trust Code can be found in Minn. Ch. 501C (“MN Trust Code”) […]

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Coach Dean Smith

by Jamie Held April 30, 2015 In the News

Men’s college basketball coaching legend, Dean Smith, passed away on February 7, 2015. Coach Smith utilized a revocable trust in his estate plan. He included a unique bequest.

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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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Is Your Estate Plan Too Specific?

by Jennifer Santini November 12, 2014 Estate Planning 101

Estate planners do encourage clients to be specific with their various bequests within their estate plan. When describing gifts of both real and tangible personal property or defining beneficiaries, we want the assets and individuals […]

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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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