Apple Valley Estate Planning Lawyers

Compare 357 top rated Minnesota attorneys serving Apple Valley.
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Joseph M. Flanders
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Joseph M. Flanders
Apple Valley, MN Estate Planning Lawyer with 12 years of experience
(612) 424-0398 15050 Cedar Ave. Ste. 116 #332
Apple Valley, MN 55124
Free ConsultationEstate Planning, Business, Collections and Elder
University of North Dakota School of Law
A Dakota County, Minnesota lawyer focusing on probate, estate planning, Wills, Trusts, family law, business law, and litigation.
Lauri Ann Schmid
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Lauri Ann Schmid
Apple Valley, MN Estate Planning Lawyer with 23 years of experience
(952) 953-8843 14985 Glazier Avenue
Suite 525
Apple Valley, MN 55124
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Probate
Hamline University School of Law
Anna M. Yakle
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Anna M. Yakle
Apple Valley, MN Estate Planning Attorney
(952) 953-3330 15000 Garrett Avenue
Apple Valley, MN 55124
Estate Planning, Business, Employment and Family
Anna focuses her practice on family law matters, including divorce, adoption, custody, parenting time/visitation, grandparent visitation, and paternity and estate planning and probate matters, including wills, trusts, health care directives, and powers of attorney. She also represents clients in the areas of employment law and business law. Anna obtained her Bachelor of Science from Winona State University in Winona, Minnesota in 2004 and obtained her Juris Doctorate from Hamline University School of Law in Saint Paul, Minnesota in 2008.

During law school, Anna served on the Hamline Law Review and maintained her presidential merit scholarship. Prior to joining Tentinger...
Roxanne Mindeman
Apple Valley, MN Estate Planning Lawyer
(952) 891-1862 13440 Gunflint Ct
Apple Valley, MN 55124
Estate Planning, Bankruptcy, Divorce and Family
Robert Bauer
Apple Valley, MN Estate Planning Attorney
(952) 432-3136 14985 Glazier Avenue, Suite 525
Apple Valley, MN 55124
Estate Planning
Anna M.W. Gunderson
Apple Valley, MN Estate Planning Attorney
(952) 953-8830 14985 Glazier Avenue, Suite 525
Apple Valley, MN 55124
Estate Planning
Terrence A. Merritt
Apple Valley, MN Estate Planning Lawyer
(952) 953-8824 14985 Glazier Avenue, Suite 525
Apple Valley, MN 55124
Estate Planning
Terrence A. Merritt
Apple Valley, MN Estate Planning Lawyer
(952) 953-8824 14985 Glazier Avenue, Suite 525
Apple Valley, MN 55124
Estate Planning
Jay Tentinger
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Jay Tentinger
Apple Valley, MN Estate Planning Attorney with 40 years of experience
(952) 953-3330 15000 Garrett Avenue
Apple Valley, MN 55121
Free ConsultationEstate Planning, Divorce, Family and Personal Injury
Hamline University School of Law
Jay has been a licensed attorney since 1980. He began his career as a public defender before transitioning into insurance defense work where he gained valuable experience and knowledge of the insurance industry and insurance practices. After founding Tentinger Law Firm in 1997, Jay practiced in family law as well as continuing his insurance defense work. Today, Jay focuses his time to working with small businesses and their litigation needs. Jay is a member of the Minnesota, Iowa, and Nebraska State Bar Associations and a no-fault arbitrator for the American Arbitration Association. He is admitted to practice before the...
Jennifer Evans
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Jennifer Evans
Eagan, MN Estate Planning Attorney with 16 years of experience
(651) 882-7886 4660 Slater Road
Suite 250
Eagan, MN 55122
Free ConsultationEstate Planning, Criminal, Family and Probate
William Mitchell College of Law
Teresa B Molinaro
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Teresa B Molinaro
Burnsville, MN Estate Planning Lawyer with 12 years of experience
(651) 705-8800 2809 Cliff Road East
Suite 100
Burnsville, MN 55337
Estate Planning, Elder, Probate and Tax
Ms. Molinaro has several years experience practicing tax law, probate/estate administration, estate planning, guardianship/ conservatorship, and HRO/OFP law. Ms. Molinaro strives to provide sensible legal representation to her clients. With litigation experience but also a common sense approach to the law, Ms. Molinaro is an effective advocate both in and out of the courtroom. Ms. Molinaro is licensed to practice in Minnesota, Colorado and North Dakota.
Michael Sheridan
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Michael Sheridan
Bloomington, MN Estate Planning Attorney with 12 years of experience
(763) 568-7343 7900 International Dr.
Suite 300
Bloomington, MN 55425
Free ConsultationOffers Video ChatEstate Planning and Bankruptcy
William Mitchell College of Law
Mike is an attorney with Atlas Law Firm. Mike is an experienced bankruptcy attorney having honed his skill at one of the largest bankruptcy law firms in Minnesota. Mike is able to provide his clients with much more one-on-one attention than attorneys at large firms with hundreds of clients. Mike assists his clients in deciding if bankruptcy is the best remedy for their debt problems, and if so, what chapter of bankruptcy best suits their needs and goals. Prior to helping people file bankruptcy, Mike worked for two Chapter 7 Trustees. He has broad experience assisting individuals and...
Zachary A. Wiegand
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Zachary A. Wiegand
Burnsville, MN Estate Planning Attorney with 9 years of experience
(952) 658-6503 3000 County Road 42 West
Suite 310
Burnsville, MN 55337
Free ConsultationEstate Planning and Probate
William Mitchell College of Law
Zachary A. Wiegand is a Burnsville estate planning and probate attorney who counsels clients on estate planning, probate, and trust administration matters. Zach helps families preserve and protect their hard-earned assets by drafting comprehensive and protective estate plans including wills, trusts, health care directives and powers of attorney. Following the death of a loved one, Zach also helps navigate families through the probate or trust administration process.

By working closely with his clients and listening intently to their concerns, Zach is better able to understand the goals and wishes of each individual and family he represents. Once each client’s goals are...
Malee Ketelsen
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Malee Ketelsen
Minneapolis, MN Estate Planning Lawyer with 17 years of experience
(952) 767-4980 7800 Metro Pkwy #300
Minneapolis, MN 55425
Estate Planning and Immigration
Attorney Malee M. Ketelsen is an elder law and immigration attorney in Minneapolis who is ready to take on your case and provide you with the representation you need at this pivotal time in your life. Come to Ketelsen Law Office, where you can have confidence in the help and support you can receive. Attorney Ketelsen received her Bachelor of Arts degree from the University of Iowa. She later obtained her Juris Doctorate at Drake University School of Law. She has a membership with several well-known associations, including the Minnesota State Bar Association, the Elder Law Section of the National...
Kate Stellmach Freiert
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Kate Stellmach Freiert
Eagan, MN Estate Planning Lawyer with 10 years of experience
(612) 986-1890 3145 Lexington Ave S, #21901
Eagan, MN 55121
Estate Planning, Business, Elder and Probate
Hamline University School of Law
A practitioner in the areas of estate planning, estate administration, and elder law including long term care planning. I work with individuals and families to plan for the unknown, prepare any necessary documents, and to inform my clients of all of the options available to them in the event long term care is needed.
Kimberly M. Hanlon
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Kimberly M. Hanlon
Minneapolis, MN Estate Planning Attorney with 12 years of experience
(612) 206-3701 310 4th Avenue South
Suite 5010
Minneapolis, MN 55415
Estate Planning, Business and Probate
University of Tulsa
I am not your typical lawyer. First of all, I don’t have the mindset of the typical lawyer, and I certainly haven’t had the usual career path. I came to my legal career after being a fashion designer in New York and moving away for family reasons. It’s hard to be a fashion designer anywhere else, it really is.

After I became a lawyer, I started my practice and started practicing just like every other lawyer I know practices. As I was going along, I kept noticing that most law practices violate the laws of good business (and clients hate that...
Charles D Roulet
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Charles D Roulet
Minnetonka, MN Estate Planning Attorney with 20 years of experience
(763) 420-5087 10900 Wayzata Blvd
Suite 135
Minnetonka, MN 55305
Free ConsultationOffers Video ChatEstate Planning and Business
William Mitchell College of Law
Chuck is a nationally-recognized attorney, author and speaker. He is licensed to practice in both Florida and Minnesota and provides guidance to his clients in the areas of estate planning, elder law and asset protection strategies. Over the last few years, Chuck has taught advanced estate and asset protection strategies to over 25,000 of his colleagues and other financial professionals across the country including representatives from the Department of the Treasury, state revenue departments and some of the nation's largest banks and financial advisory firms. Chuck has been interviewed and appeared on numerous national and local media outlets including USA...
James C. MacGillis
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James C. MacGillis
Minneapolis, MN Estate Planning Lawyer with 22 years of experience
(612) 455-0503 8000 Flour Exchange Building
310 Fourth Ave. S.
Minneapolis, MN 55415
Estate Planning, Business and Employment
University of Minnesota Law School
James C. MacGillis is a business attorney focusing on the corporate, employment, and litigation needs of entrepreneurs and growing businesses. Jim prides himself on exceeding his clients’ expectations by addressing their legal concerns promptly, efficiently, and effectively. His responsiveness, creativity, and ability to efficiently evaluate, advise, and advocate for his clients has earned him the respect of his peers, as Jim was named a 2006, 2009 and 2010 Rising Star by Minnesota Super Lawyers magazine. Jim graduated from the University of Minnesota Law School in 1997, where he was a managing editor for the Minnesota Law Review. Jim earned a...
David William Jacobsen
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David William Jacobsen
Northfield, MN Estate Planning Lawyer with 11 years of experience
(507) 786-9090 158 Water Street N., Suite 1
Northfield, MN 55057
Estate Planning, Business, Criminal and Probate
William Mitchell College of Law and University of Minnesota - Twin Cities
I truly enjoy the relationship I have with my valued clients. I have had the privilege over the last 10+ years of representing clients with a variety of legal matters. I enjoy advising a client with a complex transactional matter but also represent the same client in an argument before the court. My experience includes handling hundreds of real estate transactions, forming many business entities, assisting clients with the purchase and sale of businesses (M&A), drafting hundreds of estate plans, guiding fiduciaries through about a hundred probates and trust administrations, defending hundreds of clients charged with crimes from...
Ronald M. Otten
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Ronald M. Otten
Eden Prairie, MN Estate Planning Lawyer with 37 years of experience
(612) 562-8135 6385 Old Shady Oak Road
Suite 250
Eden Prairie, MN 55344
Free ConsultationEstate Planning, Elder, Probate and Tax
Dedicated to providing clients with quality service, drawing on over three decades of experience in estate planning and related practice areas.

Ronald M. Otten practices in the areas of estate planning, probate, trust administration, business succession planning, charitable giving, medicaid planning and real estate. Since these practice areas have many sub-categories that cross over into other practice areas, he works closely with other firm attorneys to meet the legal needs of our clients.

Ron has a strong belief in client service. His experience, spanning more than three decades, ranges from the representation of individual clients in simple estate planning matters to the...
Gene Adkins
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Gene Adkins
St Paul, MN Estate Planning Attorney with 30 years of experience
(651) 772-3401 1465 Arcade St
St Paul, MN 55106
Estate Planning, Business, Elder and Real Estate
William Mitchell College of Law
Mr. Adkins is in his 28th year in representing clients in the areas of probate and trust administration, will contests, estate planning, guardianships, conservatorships, residential and commercial real estate transactions, property title corrections, mechanic's liens, business formation, and the sale and purchase of small businesses.
John Meyer
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John Meyer
Saint Paul, MN Estate Planning Lawyer with 3 years of experience
(651) 300-7830 445 Minnesota St
Suite 1500
Saint Paul, MN 55101
Estate Planning, Business, Landlord Tenant and Probate
William Mitchell College of Law
Founder and Attorney John Meyer found his passion while deployed with the Minnesota Army National Guard in 2011. Working with unemployed soldiers before returning home, John worked hard to help those who wished to start their own businesses chart a path toward success. He carried that passion and focus from the sands of Kuwait and Iraq, through law school, into private practice.
Mr. Ronan R Blaschko Esq.
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Mr. Ronan R Blaschko Esq.
West Saint Paul, MN Estate Planning Lawyer with 14 years of experience
(651) 204-7152 1551 Livingston Ave
Suite 103
West Saint Paul, MN 55118
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy, Business and Elder
University of St. Thomas, Minnesota School of Law
Blaschko Law Firm is dedicated to long term clients and assisting them in all aspects of their business and personal lives. We advise and assist our clients in their daily lives including Estate Planning, Powers of Attorney, Health Care Directives, Contracts, Real Estate, LLC and Company formation, Corporate Governance, and operations, exit strategies, Bankruptcy, and Elder Law as they age. We provide remote consultations via Phone or Video conferences during business hours and nights or weekends if necessary to accommodate our client's schedules. Your attorney works directly with you regarding your issues and your case. We offer flat fees, contingent...
Robert Lawton
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Robert Lawton
Saint Paul, MN Estate Planning Attorney with 16 years of experience
(651) 294-4925 1100 W. 7th Street, Suite 105
Saint Paul, MN 55102
Free ConsultationEstate Planning, Business, Elder and Real Estate
Hamline University School of Law
Rob is an experienced estate planning attorney, and provides free consulations on all files to evaluate a client's situation and explore what he can offer. He is a leader in the Minneapolis-St. Paul estate planning community, eduating other attorneys in the areas of estate planning, probate and trusts. He provides simple wills at low cost for clients with modest estates, and more sophisticated planning involving estate tax savings techniques and business sucession for wealthier clients.
Daniel Reiff
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Daniel Reiff
Minnetonka, MN Estate Planning Lawyer
(612) 421-2175 12800 Whitewater Dr #100
Minnetonka, MN 55343
Estate Planning, Business, Probate and Real Estate
Hamline University School of Law
I can spend all kinds of time talking about my background and credentials, like how I graduated summa cum laude from law school, did a prestigious clerkship, and have 15 years of legal experience. But you know what? That's probably not what you want to hear about. You want to know how I can help you.

Here's how I can help you. I help you become a better parent, a better spouse, or a better business owner. I approach my work, not primarily through the lens of a lawyer, but through the lens of one who has personally had to use...
Mr Scott Michael Nelson
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Mr Scott Michael Nelson
Edina, MN Estate Planning Lawyer with 34 years of experience
(952) 746-2152 8050 West 78th Street
Edina, MN 55439
Free ConsultationEstate Planning, Probate and Tax
University of Minnesota Law School and St. John's University School of Law
With more than 27 years of experience, Scott provides legal counsel to individuals and closely held businesses with sophisticated aspects of tax, business and estate planning. Licensed Minnesota and Wisconsin, his areas of expertise include business succession planning, coordinated estate planning for complex estates, and advising all types of families on transfer of assets as well as legacy and philanthropic planning during lifetime or upon death. Scott’s practice includes advising trust and estate fiduciaries (trustees and executors), beneficiaries and charitable organizations. His dedication to and advancement in the estate planning practice area is evidenced by his...
Andrew M. Ayers
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Andrew M. Ayers
Edina, MN Estate Planning Attorney with 17 years of experience
(612) 294-6982 6800 France Avenue South
Suite 190
Edina, MN 55435
Offers Video ChatEstate Planning, Business, Collections and Family
New York Law School
Before starting my own law firm, I worked for law firms in New York City. I represented people and businesses in lawsuits in court. Other clients needed help with transactions for themselves or their businesses. Some of my favorite clients were young families and small business owners and working with them inspired me to start my own law firm in 2011.

WHAT I LEARNED

Starting my own business helped me understand the challenges and opportunities that confront business owners at all stages of their entrepreneurial journeys. I was immediately amazed at the creative and innovative ways that these businesses worked with their...
Peter Lennington
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Peter Lennington
St Paul, MN Estate Planning Attorney with 29 years of experience
(651) 641-0741 821 Raymond Ave
Suite 315
St Paul, MN 55114
Estate Planning, Elder, Probate and Tax
The University of Toledo College of Law
Peter G. Lennington is a Twin Cities attorney and counselor, helping traditional and non-traditional families plan for life, deal with death, resolve conflict, and preserve a lasting legacy. His plans are comprehensive and highly personalized. Hundreds of families have engaged Peter to ensure that their loved ones have the information, guidance, and resources they need in the event of a death or disability. Peter is past president of the American Association of Trusts, Estates, and Elder Law Attorneys (AATEELA), a national, invitation-only organization of attorneys specializing in estate planning and elder law. He is also a member of the National Academy...
Julie Wilcox
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Julie Wilcox
Edina, MN Estate Planning Attorney with 12 years of experience
(651) 895-2945 4940 W 77th
Edina, MN 55435
Free ConsultationEstate Planning and Family
Julie Wilcox founded Blue Owl Law because she wants to do good work for good people. She wants to listen. To give answers, and ideas. To guide strong people through tough situations. And because she has powerful personal experience within estate planning and family law and wants to use those experiences to help and connect with others.
Mr. Michael Davey
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Mr. Michael Davey
Saint Paul, MN Estate Planning Attorney with 12 years of experience
(612) 234-1551 2233 University Avenue West
Suite 150
Saint Paul, MN 55114
Free ConsultationEstate Planning and Bankruptcy
Mitchell Hamline School of Law and William Mitchell College of Law
Mike Davey is licensed to practice law in Minnesota, US District Court for Minnesota, US District Court - Western Wisconsin. Mike is excited to bring his passion for supporting and helping people to the practice of law.

Mike graduated from William Mitchell College of Law. He was a founding member of the William Mitchell Journal of Law & Practice. He participated in developing the Journal's Business Plan and served as a member of its editorial staff. Mike helped organize The Journal's first symposium: "No Strings Attached, Regulating Judicial Campaign Speech: Judicial Elections in...
Abraham Schwager
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Abraham Schwager
St. Paul, MN Estate Planning Lawyer with 9 years of experience
(651) 228-0497 332 Minnesota Street
Suite W2610
St. Paul, MN 55129
Free ConsultationEstate Planning
William Mitchell College of Law
I assist clients with comprehensive estate planning in Minnesota and Wisconsin, which includes sophisticated wealth preservation, transfer, and asset protection techniques. I represent a broad range of clients including young couples or others with modest estates, to farm and business owners, to highly compensated executives.
Ryan S McLaughlin
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Ryan S McLaughlin
South Saint Paul, MN Estate Planning Attorney with 7 years of experience
(320) 318-0430 153 4th Ave South
Unit 1
South Saint Paul, MN 55075
Free ConsultationEstate Planning, Divorce, Family and Probate
University of Wyoming College of Law and Carleton College
Hello! My name is Ryan McLaughlin and I'm the founding attorney at McLaughlin Law. I focus primarily on Family Law and Estate Planning. In addition to a J.D. from the University of Wyoming College of Law, I have extensive training as a therapist, which has proven invaluable in my work as a divorce mediator.

McLaughlin Law a next-generation law office: flat-fee, mobile, and client-centric. Flat fee means that, from wills to custom contracts to divorce representation, you can see all of my prices in advance. No surprises or hourly-rates that keep accumulating without results. Mobile means that in lieu of...
Mrs. Brea Buettner-Stanchfield
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Mrs. Brea Buettner-Stanchfield
Minneapolis, MN Estate Planning Lawyer with 12 years of experience
(612) 377-5311 2701 University Ave SE
STE 209
Minneapolis, MN 55414
Free ConsultationEstate Planning, Bankruptcy, Consumer and Elder
William Mitchell College of Law
Bankruptcy and Consumer Rights Attorney
William Henry Henney
Claimed Lawyer Profile
William Henry Henney
Minnetonka, MN Estate Planning Attorney with 38 years of experience
(952) 474-4406 5101 Thimsen Avenue
Suite 200
Minnetonka, MN 55345
Estate Planning, Business, Collections and Probate
William Mitchell College of Law
William H. Henney, Attorney at Law, has provided experienced legal services to his clients in Minnesota and Florida since 1982. His offices are located at 5101 Thimsen Avenue in Minnetonka, Minnesota. Bill graduated Cum Laude from the University of Minnesota Duluth and attended William Mitchell College of Law. He is married and has a son. Bill is experienced in the art of negotiation, whether in contract disputes, collections with debtors or the IRS, and maintains a constant focus on understanding his clients’ needs. His areas of legal practice include: Minnesota and U.S. District...
Kelly Lawton Rogosheske
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Kelly Lawton Rogosheske
Saint Paul, MN Estate Planning Lawyer
(651) 225-9165 1100 West 7th Street
Saint Paul, MN 55102
Free ConsultationEstate Planning, Arbitration & Mediation, Bankruptcy and Business
Hamline University School of Law
Margaret Koberoski
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Margaret Koberoski
Edina, MN Estate Planning Lawyer with 24 years of experience
(763) 259-3642 5201 Eden Avenue
#300
Edina, MN 55436
Estate Planning, Elder, Probate and Tax
Hamline University School of Law
Margaret Koberoski was admitted to the Minnesota Bar in 1996 and admitted to practice in the U.S. District Court for the District of Minnesota in 2005. She received her Juris Doctorate degree from Hamline University School of Law. While in Law School, Margaret served as Managing Editor the Hamline Law Review. She is also a graduate of the University of Minnesota where she obtained a B.A. in Spanish and Political Science. Margaret is currently a member of the Minnesota State Bar Association, the National Association of Insurance and Financial Advisors (NAIFA), and Minnesota Women Lawyers (MNL).
Gregory Lyle Singleton
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Gregory Lyle Singleton
Robbinsdale, MN Estate Planning Attorney with 7 years of experience
(612) 428-4002 Virtual Office
Robbinsdale, MN 55422
Free ConsultationOffers Video ChatEstate Planning, Business, Civil Rights and Probate
University of Minnesota Law School
Gregory Singleton is a skilled attorney, experienced in both litigation and transactional work. He has tried multi-million-dollar cases and has negotiated multi-billion dollar contracts. With Signature Law, his goal is to make the law accessible to you, your families, and your business. This is not a job for him, it’s a passion. Gregory strives to provide the most effective representation, personalized for each client, with world class customer service.

Career Highlights
* Founded Signature Law PLLC, 2019
* Graduated Magna Cum Laude from the University of Minnesota, 2013 with a double concentration in Business Law and Labor & Employment Law
* Founded Singleton...
Kevin Leiran
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Kevin Leiran
Saint Paul, MN Estate Planning Attorney with 17 years of experience
(651) 379-3007 155 South Wabasha Street
Suite 100
Saint Paul, MN 55107
Free ConsultationEstate Planning, Bankruptcy, Business and Elder
William Mitchell College of Law
Kevin Leiran is a skilled, aggressive attorney practicing in the areas of Bankruptcy, civil litigation, probate and estate planning. Call Kevin today for quote.
Jill M. Sauber
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Jill M. Sauber
Minneapolis, MN Estate Planning Lawyer with 7 years of experience
(612) 524-7351 7760 France Avenue South
Suite 250
Minneapolis, MN 55435
Offers Video ChatEstate Planning, Arbitration & Mediation, Elder and Probate
University of St. Thomas, Minnesota School of Law
I love what I do! My entire professional career has focused on death, dying, and preplanning. It is not as macabre as you may think! I find peace in helping my clients and their family prepare for the "inevitable"? (death and taxes), and make life's transitions easier.

I help clients navigate estate planning, as they focus on asset growth, to long-term care planning, where the focus shifts to asset preservation and care. After a death occurs, I help resolve contested Will or Trust issues (litigation), counsel on Medical Assistance claims, and guide families through the probate process.

I love facing the challenges...
Jennifer J Roben
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Jennifer J Roben
Woodbury, MN Estate Planning Lawyer with 16 years of experience
(651) 202-4600 724 Bielenberg Drive
Suite 115
Woodbury, MN 55125
Free ConsultationOffers Video ChatEstate Planning and Family
Jennifer J. Roben is the owner/managing attorney at Roben Law, PLLC. She practices in the areas of family law, estates and trusts, and probate litigation. Ms. Roben focuses on practical, individualized solutions for her clients and their families. She has extensive experience in advising and representing clients regarding marital dissolution, custody and parenting time, child support, complex property valuation and division, business valuation and allocation pursuant to a divorce, spousal maintenance, and post-decree matters.

Ms. Roben is a graduate of Bradley University, summa cum laude, and William Mitchell College of Law. She is a qualified mediation and arbitration...
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Apple Valley Estate Planning Legal Aid & Pro Bono Services

Southern Minnesota Regional Legal Services Volunteer Attorney Program
(651) 228-9823
St. Paul, MN


Minnesota AIDS Project
(612) 341-2060
St. Paul , MN

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.

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