Susan Link and Michael Sampson Serve as Co-Editors for Sixth Edition of Minnesota Estate Administration Deskbook, with Authors Julian Zebot, Rachel Dahl, and Morgan McClurg

Partners Susan Link and Michael Sampson of Maslon's Estate Planning Group have co-edited the newly revised edition of the Minnesota Estate Administration Deskbook from Minnesota CLE. The sixth edition of the book, which puts all of the latest information on administrating an estate in Minnesota from start to finish in one place, was released April 3. Susan and Michael also serve as chapter authors, as do Partners Julian Zebot and Rachel Dahl, and Paralegal Morgan McClurg, sharing their best practice tips and commentary to help legal professionals better serve their clients.

Susan, Rachel, and Morgan co-author Chapter 2: Opening an Estate, Inventory, and Disclaimers. Michael co-authors Chapter 5: Taxation Issues. And Julian co-authors Chapter 9: Professional Responsibility and Chapter 11: Review of Recommended Orders, Post-Trial Motions, and Appeals in Estate Litigation.

The Deskbook comes with a companion eFormbook that includes more than 260 downloadable and editable probate forms.

For more information or to order, go to: Minnesota CLE – Minnesota Estate Administration Deskbook, 6th Edition.

Susan, a Maslon board member, has edited the Estate Administration Deskbook for two decades. She practices in the areas of estate planning, probate, and trust administration, working 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 recognized as a Notable Practitioner in Minnesota for Private Wealth Law in Chambers High Net Worth (HNW) guide (2018-2022) and is a member of The American College of Trust and Estate Counsel.

Michael, chair of Maslon’s Estate Planning Group, 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. 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 2018-2022 editions of the Chambers High Net Worth (HNW) guide.

Julian, a Maslon board member, chair of Maslon’s Trust & Estate Litigation Practice Group, and a fellow in The American College of Trust and Estate Counsel, advises clients on probate, fiduciary, and trust litigation as well as business and commercial litigation. His 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.

Rachel specializes in comprehensive estate planning, probate and trust administration, guardianships and conservatorships, and business and farm succession planning. 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.