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Location, Location, Location: Strategies for Administering and Litigating Trusts Across State Lines

September 16, 2025

Financial advisors, attorneys, and other wealth management professionals are invited to join Maslon on Tuesday, Sept. 16, for the firm's Second Annual Forum on Wealth Management and Litigation.

This half-day program in Minneapolis will feature two panel discussions on how to best serve high net worth clients with complex assets requiring multi-jurisdictional administration or litigation—with topics including situs, residency, and related tax issues, as well as venue and choice of forum in dispute resolution. Learn how to utilize residency to minimize taxes while avoiding audit issues and discover how being thoughtful about venue and location can play a game-changing role in trust disputes.

Agenda

  • 9 a.m. | Registration & Breakfast
  • 9:30 a.m.–12 p.m. | Program
  • 12–1 p.m. | Lunch

Registration

Please contact us to learn more.

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If you would like to discuss possible representation, please call one of our attorneys directly or use our general line (p 612.672.8200). We can then fully discuss our intake procedures and, if appropriate, introduce you to an attorney suited to assist with your matter. Alternatively, you may send an email containing a general inquiry subject to these terms.

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