Susan Link to Serve as Course Chair for Probate Seminar; Rachel Dahl to Co-Present Session

Maslon Board Member and Estate Planning Partner Susan Link will serve as course chair for the April 18 seminar 2023 ABCs of Probate Practice in Minnesota from Minnesota CLE. Susan will offer opening remarks and co-present a session with Partner Rachel Dahl titled “Key Issues in Formal Probate.” The session provides guidance on when a formal probate proceeding should be used, what steps to take, and what forms are needed; Susan and Rachel will also share sample forms.

For information or to register, go to Minnesota CLE: 2023 ABCs of Probate Practice in Minnesota.

Susan 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.

Rachel is an Estate Planning Group partner specializing 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.