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Partners Michael Sampson and Rachel Dahl Co-Chair Seminar on Understanding Trusts for Minnesota CLE

October 10, 2022

Estate Planning Group Chair Michael Sampson and Partner Rachel Dahl recently presented CLEs on estate planning topics for Minnesota CLE. Mike and Rachel co-chaired the Understanding Trusts seminar, at which Mike presented "Not Just the Basics – An Introduction to Trusts with a Look at State Specific Matters," and Rachel co-presented "Making the Right Choice – Revokable Trusts." The seminar is available through online replay Oct. 10.

In addition, Rachel presented a session titled "Planning Considerations When Your Client Owns Property or Assets in Other States" as part of the Estate Planning Across Borders seminar for Minnesota CLE; it is available through online replay Nov. 2.

For more information or to register for the online replay, go to: Minnesota CLE: Understanding Trusts or Minnesota CLE: Estate Planning Across Borders.

Mike's 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.

Rachel specializes in comprehensive estate planning, probate and trust administration, guardianships and conservatorships, and business and farm succession planning. Her work across all is enhanced by extensive prior experience in business formation, real estate, and agriculture law. Informed by her childhood in a rural environment, Rachel works with individuals, farm families, and business owners to design estate and succession plans that meet their individual needs and goals, while keeping the farm operation, business, and family structure in mind.

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