Michael Sampson, partner in Maslon's Estate Planning Group and Cindy Costello, paralegal in Maslon's Estate Planning Group, will present at Minnesota CLE's Drafting Wills & Trust Agreements Forms Series in December. This series will include four half-day panel sessions that will provide valuable insight on complex estate planning issues based on realistic client scenarios.
On the morning of December 8, Michael will serve on a panel titled "The Minnesota Taxable Estate: Drafting with the End in Mind," in which panelists will discuss pros and cons of each plan for a client scenario. Panelists will walk through utilizing various plans from the Drafting Wills and Trust Agreements Deskbook and will consider steps needed to be taken by the drafter to ensure the plan works the way the client wishes.
Later that afternoon, Michael will serve on a panel session titled "The Minnesota Taxable Estate: The End is Just the Beginning: Administering the Plan," in which panelists will discuss administering a hypothetical estate scenario at the first death and at the second death under various Wills or Trusts used from the Drafting Wills and Trust Agreements Deskbook.
On December 16, Cindy will serve on a panel session titled "The Blended Family: The End is Just the Beginning – Administering the Plan," in which panelists will discuss administering another hypothetical estate scenario involving a blended family at the first death and at the second death under various Wills or Trusts used from the Drafting Wills and Trust Agreements Deskbook. Panelists will offer pointers on administering each type of plan and share what can be done when the plan does not go accordingly to plan.
To learn more or to register for the courses, go to:
Michael'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.
Michael is a Fellow of The American College of Trust and Estate Counsel and has also been recognized as a Notable Practitioner in Minnesota for Private Wealth Law in the 2018-2020 editions of the Chambers High Net Worth (HNW) guide. He is a frequent speaker at continuing legal education seminars and has served as an adjunct professor at Mitchell Hamline School of Law in St. Paul. Michael serves as the chair of Maslon's Estate Planning Group and is also very active in the Minnesota State Bar Association, currently serving as Treasurer of the Probate and Trust Law Section Council and as a past chair of the Section's Legislation Committee.
Cindy is a senior paralegal in the areas of estate and trust administration. 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.