Probate/Estate and Trust Administration

Ohnstad Twichell’s Estate Planning and Probate practice group is one of the most experienced and distinguished in the region. Our attorneys work tirelessly to help you achieve your goals for the future. We understand the importance of creating an estate plan that is flexible, while also ensuring your goals are met.

Our attorneys work with families to craft estate plans that take into account the numerous tax and non-tax considerations at play. We create estate plans ranging from the simple to the complex, and anywhere in between. Our practice group has experience in a range of specialties, including:

Estate Planning

We work closely with families to craft estate plans that meet their varying needs. Assisting young families and helping transfer family businesses to the next generation, we draft wills and trusts that accomplish our clients’ planning goals.

Business Succession Planning

Many family business owners struggle with how to begin transferring the family business to the next generation. Doing so in a prudent, tax-efficient manner can be difficult. The desire to fairly treat the children not part of the business further adds to the complexity. Our firm works closely with farmers and family business owners to meet the unique business needs and family dynamics of each client.

Charitable Planning

In addition to the benefits to our local communities, charitable giving can also be very beneficial from income and estate tax perspective. We work closely with clients to ensure their giving meets their charitable and tax planning goals.

Gift and Estate Taxation

Our attorneys have extensive experience assisting clients with minimizing federal gift, estate, and generation skipping transfer taxes, as well as the Minnesota estate tax. Our philosophy is that families should not be burdened by excessive taxes that could have been avoided through good planning. We regularly assist clients with filing federal gift tax returns, and federal and Minnesota estate tax returns.

Trust and Estate Administration

We assist families with ensuring the wishes of a loved one are followed and that a trust or estate is administered in the most cost and tax efficient manner possible. Our practice group has some of the most experienced probate attorneys and paralegals in the region. We work closely with Personal Representatives and Trustees to transfer assets according to the provisions of wills and trusts. Our firm regularly assists clients with filing state and federal fiduciary income tax returns.

Trust and Estate Litigation

When a trust or estate dispute arises, our trust and estate attorneys can provide the knowledge and experience to represent your interests. We regularly assist Personal Representatives, Trustees, and beneficiaries of trusts and estates in litigation matters.

Nursing Home and Asset Protection Planning

Many clients are concerned about planning for incapacity and ensuring that medical expenses do not consume the estate they have worked to build over the course of their careers. Our attorneys understand this, and can help tailor an estate plan that addresses these concerns.

John A. Juelson

Marshall W. McCullough

Keven J. Kercher

Robert E. Rosenvold

Michel W. Stefonowicz

David L. Wanner

Jeffrey R. Strom