Estate Planning.
There are several good reasons to consider preparing an estate plan.  For instance, if you fail to put forth your plan - the state of Minnesota will impose its plan on your estate!  An estate plan can meet the following goals:
  1. State who you would like to inherit your estate
  2. Reduce or eliminate estate taxes
  3. Plan for your incapacity
  4. Nominate Guardians for your minor children
  5. Suspend a child’s inheritance
 These are a few reasons among many.  To learn more about what makes up a complete estate plan and what each element is for, click here and please feel free to contact our office.

Probate, Estate & Trust Admin.
When someone dies owning property in Minnesota, there will almost certainly need to be a probate opened.  Probate  is a series of court procedures that direct the process of appointing a representative, gathering a decedent’s property, dealing with debts or claims, then distributing the remaining property to the proper people.  Even if probate is not required many families need assistance wrapping up a loved one's estate.  We consider it an honor to guide a family through this process.

Guardianship/
Conservatorship.
If a minor child’s parents are deceased, he or she must have a guardian, and possibly a conservator, appointed for them.  Also, an adult may require a guardian or conservator if he or she is unable to make decisions for himself or herself.  This inability may be caused by a developmental delay, dementia, or other special needs.  In the fall of 2012, Andrew M. Lehner was interviewed on Town Square T.V. regarding Guardianship matters.  You can view the video on our community page.

Tax Services .
Although we do not prepare and file individual income tax returns, we do lots with taxes.  Yes, we assist folks with tax planning, but we also assist with tax return preparation and filing for estates and trusts (1041s), gift taxes (709s), and estate taxes (706s).  Very few law firms, and few accountants handle these specialized returns. 

This material is for informational purposes only.  It is not intended to be, nor should it be construed by the reader to be legal or tax advice.  Reading this information does not create an attorney-client relationship of any kind.
 
 © 2023 Lehner Law Office, LLC