Estate Planning, Trust & Probate Practice Group

For many years, the Estate Planning, Trust and Probate Practice Group has helped a wide variety of clients in North Dakota and Minnesota with solutions to their estate planning concerns and problems. The services range from the preparation of simple wills to handling the administration of large, complex estates and trusts.

Specific areas of expertise include the following:

• Standard estate planning services for smaller estates, including preparation of simple wills and children’s trusts and general advice concerning the ownership and transfer of property.
  

• Estate planning for complex larger estates, including preparation of complex wills and trust agreements, tax planning advice, implementing probate avoidance techniques, initiation of gifting programs and rearrangement of property ownership and beneficiary designations to achieve estate planning goals at the lowest possible tax cost.

• Probate, estate and trust administration services, including preparation of petitions to commence proceedings, assistance with preparation of inventories and accountings, preparation of federal and state estate tax returns where required, preparation of deeds and other property transfer documents and post death planning advice.

• Probate, estate and trust administration services, including preparation of petitions to commence proceedings, assistance with preparation of inventories and accountings, preparation of federal and state estate tax returns where required, preparation of deeds and other property transfer documents and post death planning advice.

• Elder law services, including preparation of living wills and powers of attorney, guardianships and conservatorships, preparation of specialized trusts for disabled persons and advice regarding planning for possible nursing home costs and Medicaid/Medical Assistance matters.

• Charitable gifting services, including preparation of charitable trusts, establishment of private charitable foundations, tax advice and related matters.

• Estate litigation services, including trial of will contests, appearance at formal probate hearings and handling disputed estate tax matters from administrative proceedings through trial and appeal.

• Family business planning services, including creation of family limited partnerships and limited liability companies, preparation of buy-sell agreements, split-dollar insurance agreements and deferred compensation agreements, initiation of gifting programs and other services designed to permit the transfer of family business at a low tax cost.

Estate Planning, Trust and Probate Attorneys:

For further information on how the Vogel Law Firm Estate Planning, Trust and Probate Practice Group can assist you, please write or call any of our offices listed below.