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Samantha L. Heaton

Associate
p (612) 604-6496   f (612) 604-6895 
Education
Harvard Law School, J.D., 2013
Emory University, Master of Theological Studies, 2008
St. Olaf College, B.A., Religion, summa cum laude, Phi Beta Kappa, 2006
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Practice Areas


Experience
Samantha Heaton is an associate in the firm's estate planning group. She focuses on preparing comprehensive estate and gift plans that are implemented through wills, trust agreements and related documents. Samantha represents high-net worth individuals in charitable gift planning, tax planning, and probate and trust administration. She also works with private foundations and other nonprofit organizations in entity formation, obtaining tax-exempt status, and various governance and compliance matters. Samantha is passionate about pro bono legal work, and donates her time to various guardianship, nonprofit and probate matters. 


Bar Admissions
Minnesota
Florida

Articles
Co-author. “Digital Assets in Estate Administration: Concerns and Considerations for Fiduciaries.” Willamette Management Associates Insights. Autumn 2014.

Presentations
Co-presenter. “Taking a Byte Out of Risk Management: Digital Assets and Other FAQs.” Wells Fargo Seminar Series, Trust Us: Important Developments in Wealth Management Law, Minneapolis. January 2014.

Community Involvement
  • Minnesota State Bar Association — Probate & Trust Law Section
  • Bolder Options, Board of Directors
 
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