Our estate planning practice ranges from routine asset succession to complex tax and business succession planning. While some clients wish to strictly minimize transfer taxes, others have unique business or family goals which take precedence over tax considerations. Our estate planning attorneys work closely with our clients to understand all of their goals and to develop an estate plan integrating those goals. Where appropriate, we recommend and help our clients to implement charitable and family gifting programs to maximize their goals.

Services

• Antenuptial Agreements
• Basic Asset Succession
• Business Succession Planning
• Buy/Sell Agreements
• Charitable And Family Gifting Programs
• Family Limited Partnerships
• Health Care Powers Of Attorney And Health Care Declarations
• Insurance And Other Irrevocable Trusts
• Medical Assistance Planning
• Planning To Minimize Transfer Taxes
• Powers Of Attorney
• Revocable (Living) Trusts

Representative Experience

• Drafted wills for persons having estates with minimal to multi-million dollar value
• Developed complex estate plan, balancing needs of second spouse and children from first marriage
• Structured insurance program to fund anticipated estate taxes in illiquid estate
• Drafted documents to form family limited partnership as part of gifting program to reduce estate size
• Drafted charitable remainder trust document providing substantial benefits to both the donor and the charitable organization
• Drafted various trusts designed to address the special needs and education requirements of minors
• Drafted buy-sell agreements for start-up to mature businesses

Probate and Other Administration

Our attorneys are experienced in handling probate and guardianship/conservatorship administration. Henson & Efron advises personal representatives as well as individual and corporate trustees on matters relating to the administration of estates and trusts. Our experienced legal assistants also help us to complete the probate process quickly and efficiently.

Our legal assistants and attorneys are available to assist with the filing of tax returns. If necessary, our attorneys are also prepared to help the personal representative in dealings with the Internal Revenue Service and state tax authorities.

We also have attorneys experienced in will disputes, involving matters such as capacity of the person making the will and undue influence in the drafting of the will.

Services

• Preparation Of Estate Tax Returns And Interaction With Tax Authorities
• Probate Administration Of All Sizes
• Representation Of Parties In Guardianship/Conservatorship Proceedings
• Representation Of Trustees In All Aspects Of Trust Administration, Including Discretionary Issues, Accountings And Other Matters Before The Court And Tax Authorities

Representative Experience

• Represented clients in hundreds of routine probate administrations
• Litigated complex will contests on behalf of both heirs and estates
• Negotiations with Internal Revenue Service to settle complex estate tax issues
• Drafted reformation of trust to comply with changed tax provisions
• Represented heirs and successfully challenged validity of will and certain pre-death transfers in lawsuits in Minnesota District Court

Estate Planning, Probate and Trust Administration Attorneys

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