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Client Alert

What Minnesota’s New Trust Law Means for You

By: Kayla E. (Murphy) Payne and Jacob D. Flom

Minnesota is implementing changes to the laws that govern trusts, estates, and powers of attorney, with most of the changes effective August 1, 2025. These legislative updates modernize long-standing rules, streamline the trust administration process, provide clarity to areas of ambiguity, and introduce new tools for trust planning. Whether you have existing trusts or are ...

Client Alert

Estate Planning and Transfer on Death Deeds: New Insurance Warnings beginning August 1

A new Minnesota law came into effect on April 27, 2024, which flags the importance of addressing insurance coverage within your estate plan, especially if your plan utilizes transfer on death deeds. A transfer on death deed (“TODD”) is a conveyance instrument by which a property owner may provide for his or her interest in ...

Client Alert

Will Harmless Error Rule

By: Samantha L. Heaton

On April 15, 2020, Minnesota Governor Tim Walz signed into law new legislation related to COVID-19.  Among many other provisions, the legislation includes a relaxation of the normal formalities for signing a Will by including a “Harmless Error” provision. Typically, in order for a person to create a Will, two witnesses must be present to ...

Client Alert

COVID-19 and Estate Planning: Strategies to Consider Now

By: Samantha L. Heaton

The COVID-19 pandemic has led to dramatic fluctuations in the stock market and the value of closely held businesses.  Although we all hope that the massive dips in values are temporary, these challenges present unique opportunities for individuals who would be subject to federal or state estate taxes.  Lower values allow more assets to be ...

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