Estate Planning & Probate
Vogel Law Firm‘s estate planning and probate attorneys provide our clients with advice and solutions to their estate planning concerns and problems. Throughout North Dakota and Minnesota, Vogel Law Firm attorneys assist clients with services ranging from the preparation of simple wills to planning and managing the administration of large, complex estates and trusts.
Yes, you do need a will. Whether you are single, are a young professional, are newly married, have a child on the way or are entering your golden years, it is crucial to develop a plan to protect your assets and make your wishes known.
Wills And Trusts
We advise and represent clients in the preparation of simple wills, in establishing trust accounts for children, and in matters concerning the ownership and transfer of real and personal property.
Estate Planning For Complex Estates And Family Businesses
We prepare complex wills and trust agreements, provide tax planning advice, implement probate avoidance techniques, and initiate gifting programs and the rearrangement of property ownership and beneficiary designations in order to achieve our clients’ estate planning goals and avoid excessive tax liability where possible. We also counsel clients regarding:
- Charitable gifting services: including preparation of charitable trusts, establishment of private charitable foundations, and tax planning and advice.
- Family business planning services: including creating family limited partnerships and limited liability companies;, preparing partnership and buy-sell agreements;, securing and drafting split-dollar insurance agreements and deferred compensation agreements;, and creating gifting programs and other services designed to permit the transfer of family businesses without excessive tax liability.
Probate, Estate And Trust Administration
We provide clients the services necessary to prepare petitions and commence probate proceedings. We also assist our clients with the preparation of estate inventories and accountings, federal and state estate tax returns where required, and property transfer documents, including real property deeds.
Estate And Probate Litigation
We represent and advise clients involved in prosecuting and defending against will contests, trust administration and fiduciary claims, formal probate hearings, and disputed estate tax matters.
Elder Law Services
We assist our clients with the preparation of living wills and powers of attorney, establishment of guardianships and conservatorships, and preparation of specialized trusts for disabled persons. Vogel Law Firm attorneys provide advice regarding planning for possible nursing home costs and Medicaid/medical assistance matters.