Susan Link, Matthew Frerichs, and Julian Zebot to Present in Probate A to Z Webcast Series

Maslon Partners Susan Link, Matthew Frerichs, and Julian Zebot present sessions in February as a part of the Probate A to Z Webcast Series from Minnesota CLE.

Feb. 6: Susan and Matt present "Opening an Estate, Inventory, and Disclaimers," an in-depth look at the important considerations of opening an estate, including choosing formal vs informal proceedings, the role of the personal representative, inventory, and more.

Feb. 16: Julian co-presents "Estate Litigation and Appeals," which covers disputes concerning the construction or validity of a testamentary instrument, disputes involving surviving spouse’s right to an elective share, resolving contested matters through settlement, litigation by and against a personal representative, and alternative dispute resolution in contested matters.

For information or to register, go to Minnesota CLE: 2024 Probate A to Z.

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.

Matt provides dedicated counsel in estate planning, trust and estate administration, guardianship and conservatorship law, and estate and trust litigation. His experience with complex estate planning law and his social work background make him uniquely equipped to navigate sensitive family dynamics while preserving his clients' legacy. He enjoys getting to know his clients and learning what goals and values are most important to them. Matt frequently writes and presents on estate planning issues. His areas of expertise include mitigating risks in estate planning and the ethical issues attorneys face when working with clients with mental illness or diminished capacity.

Julian, chair of Maslon's Trust & Estate Litigation Group and member of the board of directors, 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.