Stanchfield Estate Planning Lawyer, Minnesota

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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
We Are Experts In What We Do

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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Includes: Gift Taxation

Lori Skibbie

Estate Administration, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

6900 Wedgwood Road, Osseo, MN 55311

D. Scott Berry

Construction, Estate Planning, Divorce, Collection

Status: In Good Standing

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206 South Rum River Dr, Princeton, MN 55371

Kristi Weikel

Litigation, Wills & Probate, Estate Planning, Business

Status: In Good Standing

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7533 Sunwood Drive Nw, Anoka, MN 55303

Joseph Adam Field

Estate, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 37 Years

FREE CONSULTATION

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2006 1St Ave N, Anoka, MN 55303

Daniel Scott Listug

Administrative Law, Estate Planning, Municipal, Business

Status: In Good Standing

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2006 First Ave. N, Anoka, MN 55303

Jeffrey J. Storey

Juvenile Law, Estate Planning, Family Law, Household Mold

Status: In Good Standing

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277 Coon Rapids Boulevard N.W., Minneapolis, MN 55433

T. Melissa Gotfredson

Estate Planning, Estate

Status: In Good Standing

CONTACT

11670 Fountains Dr., Osseo, MN 55369

Sheila Jeanne Kelly

Wills, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

4856 Banning Ave, Saint Paul, MN 55110

800-923-0641

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LEGAL TERMS

HEIR AT LAW

A person entitled to inherit property under intestate succession laws.

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.

FAMILY POT TRUST

See pot trust.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

MARITAL LIFE ESTATE TRUST

See AB trust.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

REAL ESTATE AGENT

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must hav... (more...)

A foot soldier of the real estate business who shows houses and does most of the other nitty-gritty tasks associated with selling real estate. An agent must have a state license and be supervised by a real estate broker. Most agents are completely dependent upon commissions from sellers for their income, so it pays to find out which side the agent represents (buyer, seller or both) before you place too much trust in the agent's opinion.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

SAMPLE LEGAL CASES

IN RE DISCIPLINARY ACTION AGAINST FETT

... Donald Fett was admitted to practice in the State of Minnesota in 1977 and, since 2002, has practiced exclusively within the areas of estate planning and elder law. ... Fett does not dispute that since 2002, he has limited his practice to estate planning and elder law. ...

Bjorklund v. Bjorklund Trucking, Inc.

... The meeting was attended by Bjorklund; Bruce Bjorklund; the Sapatnekars; BTI's and Bjorklund's accountant, Jim Daleiden; BTI's and Bjorklund's attorney, Andy Clark; and Mike Frost, an attorney at Clark's firm who was involved in Bjorklund's estate planning. ...

IN RE THE MARRIAGE OF LEROL v. LEROL

... We reject this argument because Reierson has not shown that Lerol intended to gift his nonmarital share in the farmstead to her, and reasonable evidence supports the district court's finding that the 1974 transfer was for estate planning purposes only and that "[i]t was not [Lerol's ...

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Stanchfield Estate Planning Lawyer, Minnesota

Sponsored Law Firm

Morris Law Group PA

SPONSORED LAWYERS

Lori Skibbie

D. Scott Berry

Kristi Weikel

Joseph Adam Field

Daniel Scott Listug

Jeffrey J. Storey

T. Melissa Gotfredson

Sheila Jeanne Kelly

TIPS

LEGAL TERMS

HEIR AT LAW

TRUSTEE

FAMILY POT TRUST

AB TRUST

MARITAL LIFE ESTATE TRUST

QDOT TRUST

REAL ESTATE AGENT

NONPROBATE

FAMILY ALLOWANCE

SAMPLE LEGAL CASES

IN RE DISCIPLINARY ACTION AGAINST FETT

Bjorklund v. Bjorklund Trucking, Inc.

IN RE THE MARRIAGE OF LEROL v. LEROL

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