Minneapolis, MN
Estate planning Lawyer at Minneapolis, MN
Practice Areas: Estate Planning, Trusts ... +2 more
OUTCOME: Ongoing
Client made gifts spring 2013, just missing getting caught by June 30, 2013 MN adoption of 3 year pull-back of gifts into estates for estate valuation purposes. Will need federal and MN estate tax for ... ms completed, but should not have MN estate tax due. Handling opening to closing of estate, including tax filings.
OUTCOME: Nonprofit is operating with necessary documentation in place.
Like so many with a charitable idea, this nonprofit organizer needed help--but had low funds. We set up a representation agreement to help with the 501(c)(3) determination letter and organizational do ... cuments like by-laws with a custom, flexible fee arrangement.
OUTCOME: One living trust with CRUT provisions, one testamentary trust with CRUT
Two 2014 cases involved setting up charitable remainder unitrusts--one for clients with children, one for childless couple. Differing challenges in each planning process, but both clients finished kno ... wing they would benefit their charities in ways that worked for their families in an optimal way for tax and distribution goals.
OUTCOME: S-Corp up and running with tailored advice & drafting.
Sole owner sought help organizing consultancy business. Provided custom but simple start-up docs and help with state and federal filings. Provided tips for future estate planning considerations conne ... cted to sole ownership of business.
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
