612-877-5000 | Contact us

Extranet Login

WEALTH PRESERVATION AND ESTATE PLANNING

 

Wealth PreservationExpertise combined with patience, a listening ear and a touch of diplomacy are the qualities that highlight our Wealth Preservation and Estate Planning group. Since 1896, Moss & Barnett attorneys have helped clients plan for the preservation, conservation and management of their assets and businesses.

Our attorneys have worked with:

  • Parents concerned about providing for their children
  • Individuals looking for ways to pass on their assets while minimizing taxes
  • Business owners seeking to gradually relinquish control to a new generation
  • Clients who want to benefit their families or community
  • Employees who are contemplating business ownership

Inevitably, situations like these present challenging legal, financial and emotional issues.

Moss & Barnett's wealth preservation attorneys enable clients to achieve their financial and personal objectives and customize estate plans while minimizing tax burdens, in an atmosphere of empathy and understanding.

Our services include:

  • The preparation of wills, trusts, powers of attorneys, living wills and related documents
  • Tax reduction strategies
  • Estate and trust administration
  • Private foundations
  • Charitable trusts
  • Trustee selection
  • Guardianships and conservatorships
  • Resolution of family and business differences
  • Succession planning for family-owned businesses
  • Life insurance trusts and related planning
  • Assistance in IRS tax audits
  • Prenuptial agreements
  • Retirement planning

Related

News Headlines


Case Summaries

Elder Law

[02/05] Villano v. Waterman Convalescent Hosp., Inc.
In plaintiff's action against a convalescent hospital claiming she was admitted without her consent, judgment of the trial court is affirmed where, although a stipulated judgment is appealable, plaintiff cannot show that allegedly erroneous rulings were prejudicial.

[12/22] Massey v. Mercy Med. Center Redding
In plaintiff's negligence action against a nurse and the hospital that employed the nurse alleging that he sustained injury after falling from a walker because the nurse placed the plaintiff on the walker and left him unattended, judgment of the trial court is reversed in part where: 1) the question of nurse's alleged negligence for the fall poses a question of common knowledge, and therefore does not require expert opinion testimony; and 2) trial court's judgment that denied plaintiff's attempt to amend his complaint to add causes of action for battery, fraud and elder abuse is affirmed.

More...

Probate Trusts

[02/25] Conservatorship of John L.
In a petition to establish a conservatorship of a person pursuant to the Lanterman-Petris-Short Act, the judgment of the court of appeal is affirmed where: 1) the superior court did not violate the LPS Act when it excused the individual's production and proceeded without him in attendance at a hearing to establish a conservatorship of his person; and 2) the superior court did not violate his due process rights.

[02/25] Donahue v. Donahue
Trial court's order, charging a trust with some $5 million in past and ongoing attorney fees incurred on behalf of a former trustee in defending against the beneficiary's allegations of self-dealing and conflict of interest is reversed as it cannot be determined from the trial court's order whether the fee awards are consistent with applicable legal principles. Long-established principles of trust law impose a double-barreled reasonableness requirement where: 1) the fee award must be reasonable in amount and reasonably necessary to the conduct of litigation; and 2) it also must be reasonable and appropriate for the benefit of the trust.

More...


4800 WELLS FARGO CENTER | 90 South Seventh Street | Minneapolis, MN 55402-4129
P: 612-877-5000 F: 612-877-5999 Contact us