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

[06/23] Gdowski v. Gdowski
Trial court issuance of a protective order against defendant under the Elder Abuse and Dependent Adult Civil Protection Act is reversed where: 1) a protective order under the Elder Abuse Act may issue on the basis of evidence of past abuse, without any particularized showing that the wrongful acts will be continued or repeated; and 2) the trial court erred in basing its decision in issuing the protective order on counsel's conduct rather than on substantial evidence.

[05/20] Health Care Industry Liability Ins. Program v. Momence Meadows Nursing Center, Inc.
In a dispute involving insurance liability coverage, district court judgment finding that plaintiff had no duty to defend defendant is affirmed where the wrongdoings for which the parties in the underlying suit are attempting to hold defendant liable for are the filing of false claims and unlawful employment actions, not the injuries suffered by residents under defendant's care, and none of the policy provisions cover such claims.

More...

Probate Trusts

[06/08] Cory v. Toscano
Trial court judgment that a proposed petition to determine the terms of the trust did not violate the trust's no contest clause is affirmed where the handwritten notations on the trust instrument were an attempt to amend the trust and were not part of the original trust agreement, and thus a challenge to its validity is not a contest under Probate Code sec. 21305(a)(3).

[06/05] Ditta v. Conte
In a breach of fiduciary duty action involving the removal of a trustee of an an inter vivos trust, court of appeals' judgment holding that the case was time-barred is reversed and remanded where a statutory limitations period is applicable to suits seeking damages for breach of fiduciary duty but no statute of limitations period restricts a court's discretion to remove a trustee.

More...


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