Minnetonka Trusts & Estates/Wealth Transfer

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Morrison Sund’s team of estate planning attorneys help clients plan for all of life’s transitions. Our goal is to meet our clients’ needs no matter how basic or complex. We appreciate a team-based approach, and we’re happy to work with clients and their financial advisors and tax professionals to meet each client’s objectives. We also endeavor to creatively negotiate resolutions to conflicts that may arise out of the probate or trust administration process. If we are unable to find common ground during mediation, our attorneys will zealously and tenaciously advocate for you in the courtroom.

Wealth Transfer Services

Our firm believes estate planning attorneys should be equipped to offer clients comprehensive legal counsel to address both common and atypical estate and wealth transfer concerns. Morrison Sund’s attorneys provide the following range of services to our clients:

  • Preparation of wills and revocable trusts
  • Estate, gift, and generation-skipping tax planning
  • Advanced health care directives
  • Powers of attorney
  • Prenuptial and postnuptial agreements
  • Special needs trusts and supplemental needs trusts
  • Probate and trust administration
  • Irrevocable life insurance trusts
  • Estate and gift tax controversy
  • Charitable trusts
  • Grantor retained annuity trusts
  • Qualified personal residence trusts
  • Business succession planning
  • Family limited partnerships and limited liability companies
  • Planning for the transfer of ownership of the family cabin or family farm
  • Representation in the courtroom in matters arising out of the probate, trusts & estates, or guardianship and conservatorship process.

Learn more about our most popular services below, or contact our team with your questions about estate planning.

Estate Planning in Minnetonka, MN

Few things provide more peace of mind than a thorough, customized estate plan.

Morrison Sund’s Minnesota estate planning attorneys help local families ensure the wealth they have acquired is safely passed from one generation to the next. When creating an estate plan, we not only ensure the will or trust is drafted to capture clients’ wishes, but we advise clients to ensure that all aspects of their planning are coordinated to meet their overall strategies. We can also assist with necessary retitling of assets to help achieve client objectives. Our aim is to help clients clarify their goals, document their wishes, and achieve them in a  tax-efficient manner.

Our estate plans also address our client’s plan for the potential of  incapacity with a power of attorney and a health care directive. Power of Attorney allows people to designate others to help with financial affairs, while Health Care Directives allow people to designate and guide others to make healthcare decisions in the event that they are no longer able to make those decisions for themselves.

Begin the estate planning process by contacting our Minnetonka estate and trust attorneys. Here’s how to reach us.

Estate Administration

The trust administration or probate administration process that follows the death of a family member can be complex, time-consuming, and emotionally fraught. Morrison Sund’s trusts and estates attorneys help families as they navigate the probate administration process or trust administration process.

We work with individuals and families through all aspects of the estate administration and probate. When their loved one has a thorough estate plan, our attorneys can assist in the administration regardless of who they drafted the plan. We also administer and resolve trust and estate disputes.

MN Estate Litigation Lawyers

Estate and trust disputes are often about more than money. Individuals who have been deceived or left out of their family member’s estate plan may have strong feelings about the perceived slight and may dispute the documents’ validity. Unfortunately, these issues often divide families and lead to potentially costly legal battles.

Our firm’s litigators assist individuals and families in the event a client becomes involved in litigation arising out of the probate, trust, or guardianship and conservatorship process. We work to find solutions that will efficiently resolve the case while containing costs while meeting the client’s goals.

Business Succession Planning

We understand business owners have unique estate planning and business succession planning needs. Early planning for future events can ease uncertainty, minimize taxes, and facilitate a smooth transition of the business. Proper planning can also help business owners avoid costly litigation.

Business succession planning requires that clients make many financial and logistical decisions. This can be a challenging and overwhelming process without the assistance of a business succession planning attorney with an understanding of the law in Minnesota.

Each estate attorney at Morrison Sund strives to provide excellent service by utilizing a client-centric approach. We get to know our clients and their businesses to ensure we can provide customized and effective legal counsel. Our Estate Planning department works closely with our Business Department to facilitate comprehensive business succession planning.

We work with individuals and business owners in Minnetonka and throughout Minnesota to create comprehensive estate plans and facilitate the transfer of wealth.

Is it time to create or update your estate plan? Contact our team.