arrow-double-right arrow-noline-right arrow-lrg-left arrow-lrg-right arrow-med-down arrow-med-left arrow-med-right arrow-med-up arrow-sml-right checkmark close close-sml contact-card event-clock linkedin menu minus outbound-link phone plus print search-lrg search-sml twitter winthrop-mark

Explore the Bold Perspectives of
Winthrop Attorneys through Insights,
Articles, and Events.

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 ...

Client Alert

The SECURE Act

By: Samantha L. Heaton

Trusts & Estates attorney Samantha Heaton explains the serious impact of The SECURE Act on estate planning for retirement accounts.

Event

Encore Transitions: Financial Planning for Retirement

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

9:00AM to 4:00PM
Load More