Lamar, Khloe & the Urgency of Estate Planning

Manish Bhatia / November 14, 2015
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Former NBA and reality TV star, Lamar Odom, was found unconscious on October 13, 2015, and remains hospitalized in Los Angeles. Odom and his wife, Khloe Kardashian, had been separated for years and were in the middle of a divorce that had not been finalized, allowing his estranged wife to serve as his health care […]

DWI’s – The Devastating Impact on the Defendant

James Gempeler / November 9, 2015
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DWI’s are much more common than you may think. In fact, someone within your group of friends and/or family likely has a DWI, even if you don’t know about it. And let’s be clear, getting a DWI doesn’t make someone a criminal or even a bad person. In all likelihood, it was a mistake, a […]

10 Things you must do before you die! (Not another bucket list article)

Phillip Christenson / November 4, 2015
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Bucket Lists have grown in popularity in the last few years. While it might seem important that you go skydiving, and swim with the dolphins before you die I would suggest taking a look at the below list and giving these items priority. Many of these items have been discussed in detail in other posts […]

Conversion of an Exempt Asset

Jennifer Santini / October 27, 2015
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As I wrote in my past article, Hands Off, Creditors!, when someone passes away intestate in Minnesota there are several assets that pass to a surviving spouse and/or children free from claims and creditors. As a reminder, those assets are: The homestead (under Minn. Stat. §524.2-402); Exempt property, which includes one vehicle (regardless of value) […]

Donor Advised Funds go Mainstream

Nick Scheibel / October 22, 2015
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In the four years since this site last addressed Donor Advised Funds, this tax planning tool has grown significantly in popularity. Between 2011 and 2013, total assets in Donor Advised Funds grew from $38 billion to almost $54 billion, and the trend doesn’t seem to show any signs of slowing down. While many advisors consider […]

Nuts and Bolts of Real Estate Filings in Minnesota for Estates and Trusts Professionals

Jeff Miller / October 14, 2015
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As a freelance probate and estate planning legal assistant/paralegal (call me what you like) I work with a lot of real estate documents.  Most commonly I’m involved in preparing and recording… Quit Claim Deeds transferring property into a trust; Deeds of Distribution distributing property out of an estate; Trustee’s Deeds (along with an accompanying Certificate […]

Safely storing and sharing passwords

Maggie Green / October 7, 2015
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Maintaining passwords is an evolving game. Experts recommend that you keep different passwords for each online account, all with at least 8 characters comprised of uppercase, lowercase and at least one number/symbol. Personally, this is too much for me to keep track of and so I use a password manager. Many of you may be […]

Is the will I had drafted in another state OK to use in Minnesota?

Philip J. Ruce / September 21, 2015
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  Minnesota is a pretty amazing state. We have great parks, great educational and business opportunities, great health care, and — let’s face it, — we’re ridiculously good looking.[1] But for all its up-sides, those perks come with a cost. First, Minnesota can be an expensive place. Also, it gets cold. So it’s no surprise […]

Robin Williams’ Estate: (Update) Subject to Probate?

Kim Prchal / September 15, 2015
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In August 2014, I posted an article about Robin Williams’ estate plan.  Now, 13 months after his death more details have been revealed regarding his estate plan and unfortunately, the court battles have begun. So the good news.  Robin did have an estate plan; an updated estate plan to boot.  He was married in 2011, […]

The Expert Institute’s Best Legal Blog Competition

Jayne Sykora / September 8, 2015
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Epilawg is in the running for The Expert Institute’s Best Legal Blog Competition! The competition will run from August 27th until the close of voting at 12:00 AM on October 9th, at which point the votes will be tallied and the winners announced. We would love it if you took a moment to support Epilawg by voting for […]

Drafting Considerations from a Corporate Trustee

Robyn Ingber / August 27, 2015
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As a Relationship Manager for a corporate fiduciary, I am often asked by my peers in the estate planning community about typical problem areas to keep in mind when drafting a trust document. Here are three topics to closely consider to ensure the grantor’s intentions are met: Outside Resources A standard question most planners will […]

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