Maslon Attorneys Present at 2024 Probate and Trust Law Section Conference

Three Maslon attorneys and a paralegal will share their expertise June 10-11 at the 2024 Probate and Trust Law Section Conference for Minnesota CLE, presenting and moderating sessions on key topics in probate and trust law. The professionals and their sessions are:

June 10:

• Maslon Board Member and Estate Planning Partner Susan Link moderates the "2024 Probate Panel: Reviewing and Resolving the Latest Issues in Probate Administration," with Paralegal Tina M. Johnson serving on the panel.
• Maslon Board Member and Partner Julian Zebot, chair of Maslon's Trust & Estate Litigation Group, co-presents a session titled, "What to Do with a Bad Personal Representative or Trustee: Assessing the Tools in Your Legal Toolbox."

June 11:

• Trust & Estate Group Chair Michael Sampson moderates "2024 Large Estates Panel: Planning in Uncertain Economic Times."

For more information or to register, go to Minnesota CLE: 2024 Probate and Trust Law Section Conference.

Mike 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 want to accomplish with their wealth. After assisting his clients in identifying their specific wealth planning goals, he 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.

Susan, a member of the firm's board of directors, practices in the areas of estate planning, probate, and trust administration. She 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 estate tax and generation-skipping tax planning, in addition to drafting and implementing irrevocable trusts, charitable trusts, qualified personal residence 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.

Julian, a board member and chair of Maslon's Trust & Estate Litigation Group, focuses his legal practice on probate, fiduciary, and trust litigation as well as business and commercial litigation. His probate, fiduciary, and trust litigation practice has involved many different types of contested estate, trust, probate, and elder law matters, including will/trust contests (including claims of undue influence and diminished capacity), construction/interpretation disputes, accounting actions, breach of fiduciary duty claims, fiduciary removal actions, trust instruction proceedings, financial elder abuse claims, and creditor claims against estates. He has also developed a niche practice representing and counseling parties involved in complicated multijurisdictional trust litigation, often involving parallel lawsuits in different states, and has familiarity with associated trust situs, venue, and jurisdictional issues.

Tina is a paralegal with more than two decades of experience managing probate and trust administrations, maintaining trust account ledgers and annual trust accountings, and preparing fiduciary income tax, gift tax, and estate tax returns. She also supports attorneys with clients' long term care planning needs and annual accountings for guardianships, conservatorships, and special/supplemental needs trusts.