Joel A. Sommers
Associate
f612.642.8354
joel.sommers@maslon.com
3300 Wells Fargo Center
90 South Seventh Street
Minneapolis, MN 55402
Joel Sommers is a member of Maslon's Estate Planning Group and practices in the areas of estate planning, probate, and trust administration. He works with individuals and families to plan the disposition of their assets, both during lifetime and at death, to accomplish the optimal personal and tax planning through wills, trusts, and other instruments. Joel works with public charities and private foundations to achieve their goals and purposes through grants and program-related investments while maintaining tax-exempt status. Joel also represents clients in employee benefits and executive compensation matters, helping to design and implement retirement plans, welfare plans, and compensation arrangements that maximize tax and non-tax benefits for business owners, executives, and companies.
- Estate Planning
- Estate Planning, Wills and Trusts
- Estate and Gift Tax Planning
- Probate and Trust Administration
- Retirement Benefit Planning
- Business Succession Planning
- Antenuptial and Postnuptial Agreements
- Charitable Trusts and Foundations
- Tax Saving Strategies
- Business & Securities
- Employee Benefits
- Executive Compensation & Agreements
- Tax
- Sustainable Business & Social Enterprise
- Hamline University School of Law, St. Paul, Minnesota,
2009
J.D.
Honors: cum laude
Honors: Presidential Scholar
Honors: Certificate in Alternative Dispute Resolution
Honors: Minnesota Justice Foundation Public Service Program
Law Review: Hamline Law Review, Associate, 2007 - 2008 - Luther College, Decorah, IA,
2003
B.A.
- Minnesota, 2009
- Qualified Neutral (Facilitative and Adjudicative), Minnesota Supreme Court, since 2009
- Minnesota State Bar Association - Member
- Minnesota State Bar Association, Wills for Heroes Minnesota - Volunteer
- “Drafting the Basic Will” , Drafting Your “FIRST” Will and Trust, Minnesota CLE, 2012
- “I Just Want a ‘Simple Will,’ Please!”, webcast, Hennepin County Bar Association, 2011
- “Drafting the Basic Will”, Basic Will and Trust Drafting, Minnesota CLE, 2011
- “Drafting the Basic Will, Neither Simple nor Basic”, Ramsey County Bar Association, 2011
- “Drafting the Basic Will”, Basic Will and Trust Drafting, Minnesota CLE, 2010
- Discretionary Distributions and Terminations, (co-author), Minnesota Trust Administration Deskbook, Minnesota CLE
