Chisago City Estate Planning Lawyers

Compare top rated Minnesota attorneys serving Chisago City.
Robert H. Collins
Claimed Lawyer Profile
Forest Lake, MN Estate Planning Attorney
(651) 464-7400 20 Lake Street North, Suite 202
Forest Lake, MN 55025
Estate Planning, Business and Real Estate
Aaron D. Hall
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Attorney with 12 years experience
(612) 466-0040 3572 117th Ln NE
Minneapolis, MN 55449
Estate Planning, Business, Employment and IP
William Mitchell College of Law
Top Rated Lawyers in Minnesota, Mpls. St.Paul Magazine The (Real) Power 50, Minnesota Business Magazine Peak Performers, American Academy of Estate Planning Attorneys North Star Lawyer, Minnesota State Bar Association Minnesota Rising Star, Super Lawyers Excellent Rated Attorney, AVVO Ten Outstanding Young Minnesotans, Minnesota Jaycees IRS & Minnesota Department of Revenue registered attorney Minnesota Supreme Court, admitted attorney J.D., cum laude, Mitchell Hamline School of Law B.A., summa cum laude, Concordia University
Daniel M Gallatin
Claimed Lawyer Profile
Hugo, MN Estate Planning Attorney with 13 years experience
(612) 308-7763 5665 147th Street North
Hugo, MN 55038
Estate Planning, Administrative, Business and Real Estate
William Mitchell College of Law
Dan is a lifelong resident of Minnesota. Born in St. Paul, Dan spent many of his formative years growing up there before moving to White Bear Lake. After graduating from White Bear Lake, Dan spent four glorious years at the University of Wisconsin-Madison, earning a degree in two majors. Dan worked as a Senior Investigator at the Minnesota Department of Commerce for several years after graduating from college. During his final years Dan attended William Mitchell College of Law while still working full-time. During this exhausting 3 ½ year period Dan honed his skills in becoming an efficient,...
Nathan Fuglestad
Claimed Lawyer Profile
North Branch, MN Estate Planning Attorney
6349 Main Street
North Branch, MN 55056
Estate Planning, Bankruptcy, Business and Probate
Nathan P. Fuglestad is a graduate of William Mitchell College of Law, St. Paul, Minnesota, and started practicing law in North Branch, Minnesota in 1992. He has over 25 years of expierience and uses that experience to help you down a path to the results you need. Schedule your free phone consultation today.
Daniel DeWan
Claimed Lawyer Profile
North Branch, MN Estate Planning Attorney with 43 years experience
(651) 674-4437 6338 Main St., P.O. Box 8
North Branch, MN 55056
Estate Planning, Business, Divorce and Probate
Forest Lake, MN Estate Planning Attorney
(651) 464-7400 20 Lake St N
Forest Lake, MN 55025
Estate Planning and Real Estate
Marine on St Croix, MN Estate Planning Attorney
(651) 433-5071 101 Judd St
Marine on St Croix, MN 55047
Estate Planning and Real Estate
Courtney Sebo
Claimed Lawyer ProfileSocial Media
Excelsior, MN Estate Planning Lawyer with 9 years experience
(612) 360-0680 540 Lake Street
Excelsior, MN 55331
Free ConsultationEstate Planning and Probate
Mitchell Hamline School of Law
Courtney Sebo is an estate planning, probate and litigation attorney practicing in Rochester, MN and Excelsior, MN. Courtney is the sole owner and attorney at Excelsior Law Firm. Courtney offers personalized, accessible, and hands-on representation to clients. Courtney drafts wills, trusts, health care directives, powers of attorney, deeds, contracts, antenuptial agreements (prenups), and represents clients in litigation. A former Minnesota Court of Appeals law clerk, Courtney is a 2010 graduate of William Mitchell College of Law and a 2002 graduate of the University of Saint Thomas. Courtney's career has spanned both small and large law...
Charles D Roulet
Claimed Lawyer Profile
Maple Grove, MN Estate Planning Attorney with 20 years experience
(763) 420-5087 7028 East Fish Lake Road
Maple Grove, MN 55311
Free ConsultationEstate Planning and Business
William Mitchell College of Law
Minnesota will, trust and estate planning attorney Chuck Roulet has devoted his career to helping his clients protect what matters most to them through comprehensive estate, asset protection, and business planning. Chuck is a frequent lecturer and is the author of numerous articles on estate planning. He is also the author of two books, "What Happens to Them: what every parents needs to know about estate planning", and "Be Your Own Boss: A Fast and Friendly Legal Guide to Starting Your Own Business". He is also working on an upcoming series of books on estate planning. Chuck has...
Steven M Coodin
Claimed Lawyer ProfileSocial Media
Lake Elmo, MN Estate Planning Attorney with 17 years experience
(651) 209-1155 8681 Eagle Point Blvd.
Lake Elmo, MN 55042
Free ConsultationEstate Planning, Criminal, DWI and Divorce
Western Michigan University Cooley Law School
Steven Coodin was born and raised in Winnipeg, Manitoba, Canada . He received his Bachelor of Arts Advanced Degree from the University of Manitoba in Winnipeg in 1996. He later attended law school at Thomas Cooley Law School in Lansing, Michigan and graduated in the fall of 2001. He has been practicing law since he was admitted to the Minnesota State Bar in 2002 and primarily works in the area of criminal defense and family law. Steven prides himself in his work ethic and dedication to his client's cases. Steven formed his own solo attorney...
Joseph M. Flanders
Claimed Lawyer ProfileSocial Media
Eagan, MN Estate Planning Lawyer with 12 years experience
(612) 424-0398 2600 Eagan Woods Drive
Suite 270
Eagan, MN 55121
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.
Kimberly M. Hanlon
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Attorney with 11 years 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...
Andrew M. Ayers
Claimed Lawyer ProfileOffers Video ChatSocial Media
Edina, MN Estate Planning Attorney with 17 years 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...
Trygve Egge
Claimed Lawyer ProfileSocial Media
Shoreview, MN Estate Planning Attorney with 44 years experience
(651) 481-9581 3750 Lexington Av N, Suite 309
Lexington Office Center
Shoreview, MN 55126
Free ConsultationEstate Planning, Divorce, Family and Real Estate
William Mitchell College of Law
I have a great deal of experience with court matters, but I am now concentrating more of my time on Wills and Probate. I have been an arbitrator of Minnesota No Fault Auto Accident Claims. I graduated from Hopkins (MN) High School in 1967; St. Olaf College, Northfield MN in 1971 (BA History and Asian Studies) and William Mitchell College of Law (now Mitchell Hamline Law School) in 1975 (JD), working days and attending classes at night through a four year program. I am married and have two adult children.
Rebecca Bell
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Attorney with 32 years experience
Minneapolis, MN 55422
Estate Planning and Probate
William Mitchell College of Law
I create comprehensive estate plans that take care of families, their assets and honor their values. Wills, Trust, Health Care Directive, Powers of Attorney. We protect your assets, including your pets. We also manage Probates and Estate Administration.

I also am a national speaker in the area of Equine Law.
Jill M. Sauber
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Lawyer with 6 years experience
(952) 886-7442 7760 France Avenue South
11th Floor
Minneapolis, MN 55435
Estate Planning, Elder, Probate and Real Estate
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...
Robert Lawton
Claimed Lawyer ProfileSocial Media
Saint Paul, MN Estate Planning Attorney with 15 years 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.
Ronald M. Otten
Claimed Lawyer ProfileSocial Media
Eden Prairie, MN Estate Planning Lawyer with 36 years 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...
Lauri Ann Schmid
Claimed Lawyer ProfileSocial Media
Apple Valley, MN Estate Planning Lawyer with 22 years 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
Ryan S McLaughlin
Claimed Lawyer Profile
South Saint Paul, MN Estate Planning Attorney with 7 years 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...
Becky Moshier
Claimed Lawyer Profile
St Paul, MN Estate Planning Attorney with 29 years experience
(651) 645-1211 2233 University Ave W Suite 420
St Paul, MN 55114
Free ConsultationEstate Planning, Bankruptcy and Divorce
William Mitchell College of Law
Becky A. Moshier, Attorney at Law is an experienced bankruptcy lawyer with over 29 years experience.
Gene Adkins
Claimed Lawyer ProfileSocial Media
St Paul, MN Estate Planning Attorney with 29 years 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.
Daniel Reiff
Claimed Lawyer ProfileSocial Media
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...
Abraham Schwager
Claimed Lawyer ProfileSocial Media
St. Paul, MN Estate Planning Lawyer with 8 years 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.
Kate Stellmach Freiert
Claimed Lawyer Profile
Richfield, MN Estate Planning Lawyer with 9 years experience
(952) 925-4147 6601 Lyndale Ave S Ste 320
Richfield, MN 55423
Estate Planning, 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.
John Meyer
Claimed Lawyer ProfileSocial Media
Saint Paul, MN Estate Planning Lawyer with 3 years 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.
James C. MacGillis
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Lawyer with 21 years 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...
Malee Ketelsen
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Lawyer with 17 years 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...
Joshua Damberg
Claimed Lawyer ProfileQ&ASocial Media
Richfield, MN Estate Planning Lawyer with 2 years experience
(952) 925-4147 6601 Lyndale Ave S, Suite 320
Richfield, MN 55423
Estate Planning, Elder and Probate
University of St. Thomas, Minnesota School of Law
As an attorney, I gravitated toward Elder Law and Estate Planning because I felt it was one of the few areas that would allow me to interact with people on a daily basis. I am a very outgoing and compassionate person, and the ability to help others brings energy to my practice. I was blessed to clerk for one of the largest and most experienced Twin Cities Elder Law-oriented firms throughout my tenure at the University of St. Thomas School of Law (Maser, Amundson, Boggio & Hendricks) and I joined them as an Associate Attorney following my passage of the...
Peter Lennington
Claimed Lawyer Profile
St Paul, MN Estate Planning Attorney with 29 years 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...
Mr Scott Michael Nelson
Claimed Lawyer ProfileBlawgsearchSocial Media
Edina, MN Estate Planning Lawyer with 33 years 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...
Donald William Kohler
Claimed Lawyer ProfileSocial Media
White Bear Lake, MN Estate Planning Lawyer with 20 years experience
(651) 426-1869 4525 Allendale Drive
White Bear Lake, MN 55110
Free ConsultationEstate Planning, Personal Injury and Workers' Comp
Hamline University School of Law
I practice in the areas of workers' compensation, personal injury, wrongful death, and estate planning. I am a member of Teamsters Local 638 and a panel attorney for Union Plus Legal Services and UAW. I represent and help injured people obtain just compensation for their injuries. As a former UPS driver who was injured while working, I can know what it's like to suffer a career ending injury.
Jesse Kibort
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Attorney
(763) 201-1215 3165 Fernbrook Ln N
Minneapolis, MN 55447
Free ConsultationEstate Planning, Appeals, Business and Consumer
Hamline University
Life presents many legal complications…who will you turn to if you need representation? At Daniels & Wymore, PLLC we are a full service law firm providing representation to businesses and individuals. Our tremendously experienced and capable team of professionals can help counsel you and your business through any legal matter, whether you are starting a business, and you need us to draft the necessary business documents, or you need litigation representation, or estate planning or you need help defending your home from foreclosure. It doesn’t matter whether you are an wealthy entrepreneur, the start up business, or the average individual...
Mrs. Brea Buettner-Stanchfield
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Lawyer with 11 years 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
D. Scott Berry
Claimed Lawyer ProfileSocial Media
Princeton, MN Estate Planning Lawyer with 18 years experience
(763) 389-0178 206 South Rum River Dr
Princeton, MN 55371
Free ConsultationEstate Planning, Business, Divorce and Family
William Mitchell College of Law
Mallory A. Moen
Claimed Lawyer ProfileSocial Media
St. Paul, MN Estate Planning Lawyer
(651) 228-0497 332 Minnesota Street
Suite W2610
St. Paul, MN 55101
Free ConsultationEstate Planning
Mallory is an associate attorney at Chandler and Brown, Ltd., practicing in estate planning, trust administration, probate, real estate, and business planning. She received her Bachelor's Degree from Hamline University and received her Juris Doctor degree from Mitchell Hamline School of Law. During her time in law school, Mallory served as an associate on Mitchell Hamline Law Review, received the CALI award for obtaining the top grade in her Advanced Estate Planning course, worked as a student attorney in the Mitchell Hamline Business Law Clinic, and volunteered with the Minnesota State Bar Association.
Cathy A Wagner
Claimed Lawyer Profile
Rogers, MN Estate Planning Lawyer with 25 years experience
(763) 425-6330 21308 John Milless Dr
Suite 204
Rogers, MN 55374
Estate Planning, Divorce, Domestic Violence and Elder
William Mitchell College of Law
I was a late bloomer. I didn't even start on my undergraduate degree until I was 35. Perseverence pays off, however. I made it all the way through undergrad and law school and have been practicing since 1994. Much of that time was spent as a solo practitioner, but I have a colleague who is an equal owner with me. My practice is limited to estate planning (wills and trusts), probate, guardianship/conservatorships and all aspects of family law (divorce, custody, child support, spousal support, property division, etc.)
Kevin Leiran
Claimed Lawyer Profile
Saint Paul, MN Estate Planning Attorney with 16 years 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.
Brian Taurinskas
Claimed Lawyer Profile
South St Paul, MN Estate Planning Attorney with 15 years experience
(651) 451-9743 633 Concord St S, #320
South St Paul, MN 55075
Estate Planning, Business, Probate and Real Estate
University of St. Thomas, Minnesota School of Law
Brian has been admitted to practice law in the State of Minnesota since 2004 and the State of Wisconsin since 2010. He attended Hamline University and earned a Bachelor of Arts degree in Biology in 2001. Brian attended the University of St. Thomas School of Law as a founding member in 2001 and received his Juris Doctor upon graduation in 2004. He is certified by the Minnesota State Bar Association as a Real Property Law Specialist, an achievement earned by fewer than 2% of licensed Minnesota attorneys. This certification program is administered by the MSBA and approved by...
William Henry Henney
Claimed Lawyer Profile
Minnetonka, MN Estate Planning Attorney with 38 years 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...
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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.