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Samuel S. Stalsberg

I do everything I can to provide peace of mind for my estate planning and business clients.

Contact: P /612.604.6487E /[email protected]

Education

William Mitchell College of Law, J.D., magna cum laude, 2010

University of Wisconsin-La Crosse, B.S., Finance, 2001

Bar Admissions

Minnesota, 2010

Wisconsin, 2015

My Approach

The uncertainty of what happens after a death, either of a loved one or of oneself, is a thought that keeps many of us up at night. I work with my clients to alleviate as much of that uncertainty as I can, and to help them ensure that there is a clear plan in place following the  incapacity or passing of a loved one, including identifying the correct decision-makers and the right beneficiaries. My focus is to make complicated situations as simple as possible for clients and to maximize harmony during a very difficult and emotionally charged time in my clients’ lives.

I enjoy working with clients in all walks of life – I believe we should all have a clear plan in place, and am happy to help those who need it, regardless of net worth. I work with clients to sift through the legalese to get to the topics they actually care about – providing for and protecting their families.

Outside of work, you’ll usually find me spending time with my wife and kids, and attending the kids’ athletic events – they’re in lacrosse, basketball and football. I’m there either coaching or cheering from the stands.

Practice Areas

Practicing Trusts, Wills & Estates

My Experience

I represent clients of all sizes in their estate planning needs, including estate and tax planning, wills, trusts, and more. I use my background in finance and tax to help clients find the best solutions for their families and businesses, and to help them achieve peace of mind.

Areas of experience include:

• Counseling individuals, families, and closely-held businesses in estate, charitable, tax, business and succession planning.
• Drafting estate planning documents, including revocable trusts, wills, health care directives, powers of attorney, and specialized trusts, including ILITs, GRATs, and supplemental/special needs trusts.
• Assisting with all aspects of trust funding, including drafting deeds, transfer on death deeds, language for beneficiary designations, and identifying appropriate assets to fund to trusts.
• Managing probate administrations from inception of proceedings to discharge of personal representative, including drafting petitions to initiate and close administrations, inventories, and final accounts.
• Manage trust administrations, including court supervised administrations, from the creation of the trust through trust termination, and prepare trust modification, trust merger, trust termination, and nonjudicial private settlement agreements pursuant to the Minnesota and Wisconsin Trust Codes.
• Assisting in the preparation of estate and gift tax returns.
• Representing and counseling clients in guardianship and conservatorship proceedings, including the preparation of petitions for appointment, inventories, accountings, and other annual filings.
• Representing closely-held business clients in various matters, including entity formation and drafting of organizational documents, drafting and review of various contracts, and drafting partnership, buy/sell, and purchase/sale agreements.

Also experienced in

Business Succession Planning

Associations & Memberships

Minnesota State Bar Association

Member

Wisconsin State Bar Association

Member

Woodbury United Lacrosse

Board Member, President