Susan Link and Michael Sampson, partners in Maslon's Estate Planning Group, and Cindy Costello, senior paralegal in Maslon's Estate Planning Group, will present at Minnesota CLE's The ABCs of Probate Practice in Minnesota seminar on February 8, 2019. As course chair, Susan will kick off the event with a welcome and introduction. Susan will also co-present a session with Cindy, titled "Key Issues in Formal Probate," where they will offer step-by-step guidance on formal probate proceedings, including which forms are needed when initiating a formal proceeding. During Michael's session, "How to Manage Real Estate Transfers in Estate Administration," he will discuss specific rules associated with transferring real property, ways to ensure that you’ve properly addressed the most critical component of the conveyance, how to spot and address pre-conveyance issues, and methods to complete the conveyance efficiently.
Susan is head of Maslon's Estate Planning Group and works closely 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 clients through wills, trusts, and other instruments. Susan routinely drafts estate plans that include disclaimer planning and credit shelter plans, in addition to drafting and implementing charitable lead trusts, charitable remainder trusts, qualified personal residence trusts, irrevocable insurance trusts, minors' trusts, antenuptial agreements, and postnuptial agreements. She is regularly involved in the analysis and issues of lifetime gifting programs, estate tax planning, and generation-skipping issues.
Mike's legal practice focuses on high-end estate and tax planning, estate and trust administration, charitable planning, and business succession planning. He 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 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, go to: The ABCs of Probate Practice in Minnesota.