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Bethany Danner
About | Practice Areas
Morris Law Group PA
7380 France Ave S. Suite 250 Edina, MN 55435» view map
Estate, Power of Attorney, Trusts
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Whether it’s your home or business, you are important to us. Reach out today to set up a meeting with one of our experienced Edina lawyers.

952-832-2000
1. Bethany Danner Edina, MN
  Attorney at Law- MN, 2015
2. AboutMorris Law Group PA
  We Are Experts In What We Do
3. Practice AreasExpertise
  Estate
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Neil Peter Thompson

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Estate Planning, Wills & Probate, Trusts, Living Wills, Wills

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

Matthew A. Guttman

Wills & Probate, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

6600 France Avenue S., Edina, MN 55435

Cathy Ann Wagner

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

Status: In Good Standing

FREE CONSULTATION

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21308 John Milless Drive, Rogers, MN 55374

Becky L. Martin

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

Status: In Good Standing

FREE CONSULTATION

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21308 John Milless Drive, Rogers, MN 55374

Sally K. Mortenson

Estate Planning, Family Law, Wills & Probate, Trusts

Status: In Good Standing

FREE CONSULTATION

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2500 West County Road 42, Burnsville, MN 55337

Marvin Borman

Business Organization, Estate Planning, Wills & Probate, Trusts

Status: In Good Standing

CONTACT

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

Eric Bruce Nelson

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

Status: In Good Standing

FREE CONSULTATION

CONTACT

2116 Second Avenue South, Minneapolis, MN 55404

Kristi L Tukua

Real Estate, Trusts, Wills & Probate

Status: In Good Standing Licensed: 17 Years

CONTACT

Delano, MN 55328

Kerry B Olson

Real Estate, Personal Injury, Family Law, Trusts

Status: Inactive Licensed: 55 Years

CONTACT

1017 Hennepin Ave, Glencoe, MN 55336

Rebecca Ribich

Real Estate, Immigration, Wills & Probate, Trusts

Status: In Good Standing Licensed: 19 Years

CONTACT

287 Marschall Rd, Shakopee, MN 55379

800-923-0641

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LEGAL TERMS

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

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.

SURROGATE COURT

See probate court.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

KINDRED

Under some state's probate codes, all relatives of a deceased person.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

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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Norwood Trusts Lawyer, Minnesota

Sponsored Law Firm

Morris Law Group PA

SPONSORED LAWYERS

Neil Peter Thompson

Matthew A. Guttman

Cathy Ann Wagner

Becky L. Martin

Sally K. Mortenson

Marvin Borman

Eric Bruce Nelson

Kristi L Tukua

Kerry B Olson

Rebecca Ribich

TIPS

LEGAL TERMS

CONTINGENT BENEFICIARY

BYPASS TRUST

ESTATE TAXES

SURROGATE COURT

TRUSTEE

AUGMENTED ESTATE

KINDRED

LIFE BENEFICIARY

ABATEMENT

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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