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Richard Morris
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Morris Law Group PA
7380 France Ave S. Suite 250 Edina, MN 55435» view map
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1. Richard Morris Edina, MN
  Attorney at Law- MN, 1974
  William Mitchell College of Law, J.D.
2. AboutMorris Law Group PA
  We Are Experts In What We Do
3. Practice AreasExpertise
  Accident & Injury
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Neil Peter Thompson

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Bloomington Trusts Lawyer

Experienced trusts and wills attorney

Attorney Neil Thompson has been providing estate planning and elder law services to Minnesotans for over 20 years. Prior to his admittance to the Minn... (more)

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800-896-5441

7900 International Drive, Bloomington, MN 55425

Becky L. Martin

Wills & Probate, Trusts, Divorce & Family Law, Business

Status: In Good Standing

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21308 John Milless Drive, Rogers, MN 55374

Cathy Ann Wagner

Wills & Probate, Trusts, Divorce & Family Law, Business

Status: In Good Standing

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21308 John Milless Drive, Rogers, MN 55374

Marvin Borman

Business Organization, Estate Planning, Wills & Probate, Trusts

Status: In Good Standing

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3300 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402

Stephen Fochler

Wills & Probate, Corporate, Wills, Trusts

Status: In Good Standing

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633 South Concord Street, South Saint Paul, MN 55075

Matthew A. Guttman

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

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6600 France Avenue S., Edina, MN 55435

Judith K. Wilson

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing

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300 First Avenue NW, Rochester, MN 55904

Sally K. Mortenson

Estate Planning, Family Law, Wills & Probate, Trusts

Status: In Good Standing

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2500 West County Road 42, Burnsville, MN 55337

Eric Bruce Nelson

Wills, Trusts, Estate Planning, Workers' Compensation, Personal Injury

Status: In Good Standing

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2116 Second Avenue South, Minneapolis, MN 55404

Mary Joki Ebb

Medicare & Medicaid, Wills & Probate, Trusts, Elder Law

Status: In Good Standing Licensed: 33 Years

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1935 W. County Road B2, Roseville, MN 55113

800-923-0641

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LEGAL TERMS

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

SAMPLE LEGAL CASES

US BANK NA v. Cold Spring Granite Co.

... Thomas Moore, Ann McCabe, and US Bank (Moores) are trustees of eight appellant family trusts (Moore Trusts) that brought suit against respondent Cold Spring Granite Company (CSG) and its chairman and CEO respondent Patrick D. Alexander after CSG stock belonging to ...

IN RE ROSCKES v. County of Carver

... intent to limit Medicaid to the financially needy, many individuals exploited a loophole in the Medicaid statute allowing them to attain Medicaid eligibility while preserving assets for their heirs by transferring their assets to irrevocable Medicaid-qualifying trusts (MQTs). ...

Swenson v. Bender

... Carlson v. SALA Architects, Inc., 732 NW2d 324, 331 (Minn.App.2007), review denied (Minn. Aug. 21, 2007). Fiduciary relationships arise when one person trusts and confides in another who has superior knowledge and authority. Id. at 330. ...

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Minnesota Trusts Lawyer List

Sponsored Law Firm

Morris Law Group PA

SPONSORED LAWYERS

Neil Peter Thompson

Becky L. Martin

Cathy Ann Wagner

Marvin Borman

Stephen Fochler

Matthew A. Guttman

Judith K. Wilson

Sally K. Mortenson

Eric Bruce Nelson

Mary Joki Ebb

TIPS

LEGAL TERMS

TRUSTEE POWERS

ESTATE TAXES

PROBATE COURT

POWER OF APPOINTMENT

DOWER AND CURTESY

SECONDARY MEANING

ACCUMULATION TRUST

INCOMPETENCE

SUCCESSOR TRUSTEE

SAMPLE LEGAL CASES

US BANK NA v. Cold Spring Granite Co.

IN RE ROSCKES v. County of Carver

Swenson v. Bender

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