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Maslon's Trusts, Estate and Wealth Planning team is one of the most recognized groups of its kind in Minnesota. Our collective experience and commitment to client service has distinguished Maslon as one of the preeminent wealth advisory firms in Minneapolis Minnesota.

Maslon brings three key attributes to our role as an advisor to high-net-worth families and the business and charitable organizations they control:

  • A keen awareness acquired over four decades of service to family and business clients of the key elements essential to successful wealth transfer plans.
  • Recognized capabilities and expertise in wealth preservation, estate planning and business succession planning.
  • Broad experience as advisors to family and business clients that enables us to identify innovative solutions and help our clients achieve estate and succession planning goals.

RECOGNIZED EXPERTISE

Lawyers in our Trusts, Estate and Wealth Planning team are among the most recognized practitioners in Minnesota. Our estate planning attorneys include Fellows of the American College of Trust and Estate Counsel, an international association of distinguished estate planning, probate and trust attorneys, and are consistently recognized as among Minnesota's best lawyers in surveys conducted by independent research organizations.

COMMUNITY LEADERS

Our Minneapolis estate planning attorneys contribute to the development of tax and wealth transfer policy through precedent-setting court rulings, legislative initiatives, speaking at national and regional conferences, and as authors of widely-read articles and treatises that address important trends in the law. Our attorneys also serve as adjunct professors at highly regarded law schools, and serve on nonprofit and community boards.

CORE SERVICES

For decades, Maslon has earned the confidence of successful families and business leaders in Minnesota and throughout the Midwest. Among the services we provide to our clients includes:

  • Wills and Trusts
  • Estate and Gift Tax Planning
  • Probate and Trust Administration
  • Estate and Gift Tax Controversies
  • Probate and Trust Litigation
  • Business Succession Planning
  • Asset Protection Planning
  • Charitable Trusts and Foundations
  • Antenuptial and Postnuptial Agreements
  • Guardianships and Conservatorships
  • Retirement Benefit Planning

Contact an estate planning lawyer at Maslon today.

Resources:

www.smart-money.com
SmartMoney's free 401(k) Planner. Find out if you are on track for a comfortable retirement just by inputing 13 numbers, all of which you should know off the top of your head.

www3.troweprice.com/ric/RIC
Find out if your retirement nest egg will generate the income you want by plugging in seven pieces of information. T. Rowe Price's calculator will then use something called "Monte Carlo analysis" to test your retirement-spending strategy in a host of market environments.

www.ssa.gov/OACT/ANYPIA
Find out how much you will receive in Social Security each month from Uncle Sam by using the calculator on this site. If your earnings record has been erratic, you may want to try the Social Security's year-by-year income assumptions.

Federal and State Estate Tax Exemptions Amounts Chart

Summary of the 2004 Working Families Act

 

Maslon Edelman Borman & Brand, LLP 612.672.8200
3300 Wells Fargo Center
90 South Seventh Street
Minneapolis, Minnesota 55402-4140
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