Saint Peter, Minnesota Estate Planning Lawyers
HISTORY: Prior to attending law school, Aaron worked for multiple large financial institutions, working in the areas of financial planning, asset preservation and real estate. While in law school Aaron...
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...
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...
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...
I live in Northfield with my wife Mariah and kids Rory, Reese and Quinn. I am an avid Minnesota sports fan. I also enjoy golfing, fishing, camping, and traveling.
Beginning in 2015, Jennifer clerked in a private practice family law firm and, after graduating early from law school and passing the Bar exam in...
Saint Peter Estate Planning Legal Aid & Pro Bono Services
Southern Minnesota Regional Legal Services Volunteer Attorney Program
Southern Minnesota Regional Legal Services Private Bar Involvement Program
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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