Trusts & Estates

Overview

The Trusts & Estates Group has been a major focus at Fredrikson since its inception in 1948. Today the group includes more than 30 attorneys and professionals, and seven legal assistants focusing on this area.

The Trusts & Estates Group is well respected both locally and nationally. We are the only law firm in Minnesota with four current or past chairs of the Minnesota State Bar Association Probate and Trust Law Section. We also currently have nine attorneys who are members of the prestigious American College of Trust and Estate Counsel.

All of our Trusts & Estates attorneys share a common denominator of education, experience and dedication to the field of estate planning. In addition, each practitioner brings to the group an array of individual talents so that our clients can benefit from the group’s depth and diversity. These attorneys have skills in significant wealth transfer issues, business succession, philanthropy, and family systems.

The rules governing personal and business taxation have grown increasingly complex. We work continuously to expand our base of knowledge, and we are dedicated to the maintenance and growth of our professional reputation through service and scholarship. The group’s attorneys frequently lecture in Minnesota, North Dakota, and throughout the country, which keeps us informed of new developments.

Our Trusts & Estates clients benefit from our access to the full range of areas in which Fredrikson lawyers practice. We maintain strong liaisons with accounting and insurance professionals, trust departments, investment and family office advisers.

In addition to the traditional services related to estates and trusts, the group has organizational development and mediation capabilities to assist with family business transition. We regularly utilize the services of the firm’s Financial Services Manager, an attorney and Certified Financial Planner, to provide clients with sophisticated financial analysis and graphic presentations.