Many banks and credit unions are well-aware that they are the targets of an industry of plaintiff’s law firms. For over a decade, plaintiff’s clas...
Read MoreA 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 ...
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 ...
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 ...
By: Samantha L. Heaton
Trusts & Estates attorney Samantha Heaton explains the serious impact of The SECURE Act on estate planning for retirement accounts.
Attorney Samantha Heaton is speaking at a University of Minnesota Encore Transitions class on May 18, 2018.
University of Minnesota
Continuing Education and Conference Center
1890 Buford Avenue
Saint Paul, MN 55108
Friday, May 18, 2018
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