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Estate Planning and Administration

Peace of Mind for You and Your Family

The goal of estate planning is to make sure that the plan reflects your goals, wishes and personal situation.  We take a client-centered approach to estate planning, focusing on your individual situation to tailor the plan to best meet your needs.  Estate planning can be emotionally and legally challenging.  Each situation is different.  We guide you through the process with skill, sensitivity and compassion. 

Regardless of your wealth, estate planning is important to make sure that your family is taken care of and your financial goals are met after death.  Your estate plan should reflect your values and needs in an efficient and cost-effective manner.  We will work with your financial and business advisors to coordinate your estate plan with the other areas of your life. 

We also help you implement documents, such as Powers of Attorney for financial matters and Health Care Directives, to allow your trusted family members and friends to assist you if you are unable to make decisions for your financial, physical and mental well-being.

When a loved one passes away, the details of administering their wishes can be overwhelming to family members.  We can assist with the administration of the Estate or Trust, coordinating with the family to provide for a smooth transition.  One-half of our practice is devoted to Estate and Trust Administration.  We are well-versed in all aspects of administration, including estate tax returns, distribution of hard-to-value assets, beneficiary agreements, will contests and family conflicts.

Our attorneys and paralegals offer a range of experience and expertise in the following areas:

  • Business Succession Planning
  • Cabin Ownership Agreements
  • Charitable Planning
  • Cohabitation Agreements
  • Estate and Gift Tax Planning
  • Estate Planning for Non-US Citizens
  • Estate Planning for Same-Sex Couples
  • Estate, Trust and Probate Administration
  • Family Conflict Avoidance
  • Family Limited Partnerships
  • GRATs
  • Health Care Directives and Living Wills
  • Irrevocable Trusts
  • Premarital/Antenuptial Agreements
  • Probate and Trust Litigation
  • Retirement Plan Beneficiary Designations
  • Revocable Living Trusts
  • Sarbanes-Oxley Considerations for Business Executives
  • Second Marriage and Blended Families
  • Supplemental Needs Trusts
  • Trusts for Family Members that Cannot Handle an Inheritance
  • Wills

Meet Felhaber's Estate Planning and Administration Attorneys:

Wendy M. Brekken, Felhaber Estate Planning Section Chair
Thomas J. Doyle
Jon L. Farnsworth
Joshua C. Hillger
Nicholas J. Kaster
Barbara M. Kristiansson
Randy J. Sparling
Russell J. Sudeith, Jr.

Learn more about how Felhaber's estate planning and probate experts can help you.

Please contact us for an assessment of your situation in our St. Paul office at 651.222.6321 or our Minneapolis office at 612.339.6321

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