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For more than two decades we have provided concierge level legal services by adding value to our representation of clients. Achieving this level of service required additional education beyond that of average lawyers, plus attainment of certifications and the handling of unique legal work within our practice areas.

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YEARS OF EXPERIENCE ON YOUR SIDE

We are more than a traditional transactional practice. Our experience spans numerous successful jury and court trials, navigation of heated political board rooms, and lengthy contested negotiations and mediations. Finding a way to prevent contested legal matters, or win them when unavoidable, is always at the forefront of our legal representation for our estate planning and estate administration clients.

Our expertise has taken us through most corners of the three states where we hold licensure. Once someone is a client, we want them to be a client for life, whether that be for a small modification or addition to their prior legal work, undertaking a brand-new matter, or collaboration and referral to a trusted colleague for legal matters beyond our specific practice areas.

Our Specialties

There is never a cookie-cutter approach. Each of our clients has unique needs. We focus on the specific practice areas of Estate Planning, Probate, and Trust Administration to ensure the most thorough analysis of your legal matter. Our analysis for clients is utilized to avoid court probate, minimize estate taxes, and plan and prepare for Medical Assistance if necessary.

Estate Planning isn’t just paper documents or online forms. This is our focus and passion. Your estate plan should vividly tell your life story by protecting your values and desires. Additionally, your estate plan that we create will seek to avoid court probate, minimize or eliminate estate taxes, and plan for Medical Assistance should that become necessary.
Taxes can cost your estate 40% for Federal tax and 13% to 16% for Minnesota tax. With proper estate planning many clients can avoid a portion, and sometimes avoid all, estate taxation. Our firm provides comprehensive estate tax planning as part of your estate plan. This is why I obtained a Master of Laws in Taxation from Boston University, and further studied estate taxation during my Masters of Laws in Elder Law and Estate Planning from Western New England University.
Qualifying for Medical Assistance will guarantee keeping only $3,000 of individual assets, losing 100% of all other individual assets, and virtually all monthly income. This is worse than estate taxation, and many times hits those with less wealth. Our estate plans always take possible Medical Assistance eligibility into consideration and provide legal options to avoid the government taking your assets and income.
We handle many court probate cases, but they are rarely from estate plans we draft. We sympathize with family and friends that must engage the court system to manage their loved one’s affairs. Our estate plans are drafted to avoid the courthouse, plus months of costs and delay. My years of courtroom experience and prior board certification in a litigation discipline help us effectively navigate the court system for clients.
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not all lawyers are the same

We don’t pay for advertising labels, articles, and plaques. We earn certifications and degrees that actually matter for our clients. Every employee of our firm has multiple college degrees. This includes myself with three law degrees, two of which are focused on the intricacies of Estate Planning, Estate Administration, Taxation, Elder Law, and Medical Assistance. My assistant Anne holds both bachelor’s and master’s degrees. Our educational, professional, and personal backgrounds allow us to provide a much more comprehensive legal representation for estate planning and administration.

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