Changing the Focus of Estate and Disability Planning
Traditional estate and disability planning have centered on tax avoidance, asset protection and transfer of assets to subsequent generations. While these remain important issues for families, given the changes in transfer tax laws and effective use of trusts, few families actually have to deal with significant taxes after death. Wealth does not guarantee dignity or quality of life. Simply drawing up documents that deal only with issues surrounding wealth may not be adequate until fiduciaries who are called upon to administer these documents are educated about applying administration and principles which add to the quality of life for those impacted by them.
Our office engages in a three step process to complete a client’s estate and/or disability plan. First, we conduct a thorough interview to explore all possible legal alternatives that allow implementation of a client’s wishes. Second, we have the client execute documents necessary to accomplish the wishes and goals. Third, we invite all parties who will serve as fiduciaries and the client to discuss the various roles each will play and their responsibilities when the time comes to take necessary action. What we won’t do is hand the client a sheaf of executed documents, shake their hands and wish them luck as we walk them out the door.
Your planning is as much about your quality-of-life issues as it is about making sure your beneficiaries and family members will not have to suffer through either the court system or a bureaucracy because they lack proper legal authority.
Hourly ($215-300/hour), contingent (25-30%), Retainer (sometimes)
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Mark has an extensive background in financial planning. He brings the knowledge gained from that background to his practice in the areas of Elder Law and Estate Planning. His depth of knowledge in these areas is coupled with a genuine desire to achieve results for clients that well exceed their expectations.
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|MN||Authorized to practice||2008||11/26/2016|
|Attorney||Breneman Law, PLLC||2012 - Present|
|Associate||Davis Law Firm, P.A.||2007 - 2012|
|Managing Partner||Breneman Winbush Wealth Management, LLP||1988 - 2010|
|Association name||Position name||Duration|
|Minnesota State Bar Association||Member||2008 - Present|
|National Academy of Elder Law Attorneys||Member||2008 - Present|
|Hamline University School of Law||Law||JD - Juris Doctor||2007|
|Hamline University School of Law||N/A||Certificant in Dispute Resolution||2007|
|College for Financial Planning||Financial Planning||MS Master of Science||1992|
|Gustavus Adolphus College||German||BA - Bachelor of Arts||1970|
|Olmsted County Law Library CLE Session||Determining Client Capacity||2013|
|Law Library CLE Series||Understanding Long Term Care||2012|