Overview
Dale focuses his practice on wealth transfer issues and trust and estate matters for individuals, families and family offices.
His areas of expertise include:
- Estate and tax planning and the preparation of wills, trusts and related documents
- Charitable gift planning and administration of charitable entities
- Trust and estate administration
- Premarital planning
- Trust and estate controversies
- Gift and estate tax controversies
Services
Credentials
Education
- William Mitchell College of Law, J.D., 1995, magna cum laude
- St. John’s University, B.A., Government, 1991
Admissions
- Minnesota, 1995
- North Dakota, 2010
Recognition
- Best Lawyers in America, Trusts and Estates, 2008-2025; Litigation - Trusts and Estates, 2011-2025
- Minnesota Super Lawyers, Estate Planning & Probate, 2003, 2009-2024
- Chambers High Net Worth Guide, Private Wealth Law, Minnesota, 2018-2024
- Lawyer of the Year in Minneapolis for Trusts and Estates, Best Lawyers, 2017, 2023
Civic & Professional
Professional Activities
- American College of Trust and Estate Counsel (ACTEC), Fellow, 2008-present
- Minnesota Probate and Trust Law Deskbook, Content Editor, 2004-present
- Minnesota State Bar Association, Estate Planning Governing Council of the Probate and Trust Law Section, past Secretary, Vice-Chair and Chair, 2001-2009
- Minnesota State Bar Association, Probate and Trust Law Section’s Legislation Committee, Member, 1998-present; Co-Chair 2000-2004
- Greater Minneapolis Chamber of Commerce, Leadership Minneapolis Participant, Greater Minneapolis Chamber of Commerce, 1999-2000
- Gillette Children’s Hospital, Board Member, 2010-2014; Vice-Chair, 2010-2012
- Gillette Children’s Hospital Foundation, Board Member, 2008, 2009
- Gillette Children’s Hospital, Planned Giving Committee, Member, 2000-2011; Chair, 2005-2011
- St. John’s University, Planned Giving Committee, Member, 2003-present
- University of Minnesota Law School, Adjunct Professor, Advanced Estate Planning, Spring 2004
News & Insights
News
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Publications & Presentations
“You, Me and the UTC (Uniform Trust Code),” Ramsey County Bar Association, May 2013