Maslon attorneys Susan Link, Michael Sampson, and paralegal Cindy Costello, will present at the 40th Annual Probate & Trust Law Section Conference on June 2 & 3, 2014. Susan, Michael, and Cindy will cover a wide range of topics during the 2-day event designed to help practitioners be valuable resources for their clients.
During an early afternoon breakout session on the first day, Susan Link will moderate a panel of experts in a session titled "Doesn’t Everyone Else Do This? The Probate Practitioner's Panel," to discuss basic questions that arise for attorneys and paralegals during the administration of a decedent's estate. Topics will include e-Filing; confidential information filing; obtaining Tax ID numbers; and more.
Michael Sampson will co-present a session during a mid-afternoon breakout session on day one titled "Impact of Minnesota's Same Sex Marriage Act on Estate Planning and Administration" by reviewing Minn. Stat. §517.01 et. seq., Windsor, and Rev. Rul. 2013-17; the similarities and differences in planning and administration; state and federal law issues; tax issues; and planning recommendations. On the morning of day two, Michael will also give a Minnesota legislative update.
Cindy Costello will co-present on day two on the topic of e-Filing in a breakout session titled "Tips, Hints and Requirements for e-Filing—Welcome to the Electronic World." Attendees will learn the steps necessary to e-File pleadings with the probate court; court requirements for e-Filing in Hennepin County; and the basic differences in e-Filing across the state.
Susan Link is head of Maslon's Estate Planning Group and works with families to plan the disposition of their assets, both during lifetime and at death, and to accomplish the optimal estate and gift tax planning for the clients through wills, trusts, and other instruments. Susan also works with families after the death of a family member to ensure that the client's wishes are achieved and that the plan they created is carried out.
Michael Sampson is special counsel in Maslon’s Estate Planning Practice Group. His legal practice focuses on high-end estate and tax planning, estate and trust administration, charitable planning, and business succession planning. Michael helps his clients focus on what it is they really want to accomplish with their wealth. After assisting his clients in identifying their specific wealth planning goals, Michael works with them and their other professional advisors to develop and implement wealth transfer strategies that are consistent not only with their goals, but also with their cash flow needs and tolerance for risk.
Cindy Costello is a probate paralegal and assists attorneys with all aspects of estate and trust administration, including preparation of court documents, accountings, estate tax returns, fiduciary income tax returns, and distribution of assets.
For more information, or to register, go to The 2014 Probate & Trust Law Section Conference