Estate Planning Lawyers for Rochester, Minnesota
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Davis S.
Davis founded DLO in 2010 after nearly a decade of practicing in the corporate department of a larger law firm. Armed with this experience and knowledge of legal solutions used by large entities, Davis set out to bring the same level of service to smaller organizations and individuals. The mission was three-fold: provide top-notch legal work, charge fair prices for it, and never stop evolving to meet the changing needs of clients. Ten years and more than 1000 clients later, Davis is proud of the assistance DLO provides for companies large and small, and the expanding service they now offer for individuals and families.
"Amazing work! I am so pleased that I was able to get my contracts in order so quickly! I feel very confident sending my contracts to future clients now!"
Michael C.
I offer top-tier legal expertise in startups, corporate governance, and general legal research. As a professor and published author of research articles and conference presentations, I have established myself as a legal expert, writer, and scholar. My strong research skills and innovative thinking make me a highly capable business consultant, legal adviser, and copywriter. Currently licensed to practice in Minnesota and Arkansas. Recent freelance projects include business plans, contract drafting, legal advisory memoranda, due diligence, pre-trial motion practice, and discovery review.
"Michael was fast, helpful, and delivered exactly what I asked for!"
Deanna M.
I have had the opportunity to experience the legal industry in a private setting and public sector, representing individuals, companies of all sizes, as well as the Government. As a strong leader, I take pride in continuously tackling new challenges and learning as much as possible, always finding answers and delivering results to my clients. I received my JD from Ave Maria School of Law in Naples, Florida and went on to pass the Uniform Bar Exam. I am currently licensed in Minnesota and North Carolina. I have experience in real estate law, estate planning, contract law, family law, criminal law, and more.
"Deanna is very professional, easy to work with, clarifies doubt quickly, fast turnaround and value for money. I am very happy with the service. I would highly recommend her for any services that she offers."
Namrita N.
Retired Dentist transitioned to Law, with a special interest in Commercial Real Estate, Startup businesses, Asset Purchase Agreements, and Employment Contracts. I love to help dentists and physicians with legal issues pertaining to licensing, credentialing, employment, and general business-legal questions.
"Dr Notani is a top lawyer. We very much appreciate her attentiveness and expertise."
Michael B.
Michael has extensive experience advising companies from start-ups to established publicly-traded companies . He has represented businesses in a wide array of fields IT consulting, software solutions, web design/ development, financial services, SaaS, data storage, and others. Areas of expertise include contract drafting and negotiation, terms of use, business structuring and funding, company and employee policies, general transactional issues as well as licensing and regulatory compliance. His prior experience before entering private practice includes negotiating sales contracts for a Fortune 500 healthcare company, as well as regulatory compliance contracts for a publicly traded dental manufacturer. Mr. Brennan firmly believes that every business deserves a lawyer that is both responsive and dependable, and he strives to provide that type of service to every client.
"He was fantastic. Completed quick quicker than anticipated. Definitely recommend."
Yoko T.
A bilingual attorney graduated from J.D. with a C.P.A. license, an M.B.A. degree, and nearly ten years of experience in the cross-border tax field.
August 13, 2020
Jaren J.
Real Estate and Business lawyer.
September 2, 2020
Maury B.
Respected, driven, ethical, and high energy legal and business professional with strong focus on litigation, contracts and compliance issues. Critical management experience includes client development, developing core initiatives, and forecasting risk in major corporations. Strong legal research, analytical and problem solving skills with demonstrated adaptability in a multifaceted legal practice including delivering high value results in a Fortune 10 environment. Core competencies include: Tactical and strategic legal direction and support to clients which includes contract negotiation, drafting and review, business planning, and a passion for relationship management. Excellent legal research, writing, analytical and problem solving skills including legal training and compliance with regulatory requirements and corporate policies. Coordinates with in-house legal and business resources for team building with excellent verbal communication skills, coaching, and leadership.
October 30, 2020
Lyndsey G.
Attorney of 6 years with experience evaluating and drafting contracts, formation document, and policies and procedures in multiple industries. Expanded to estate planning last year.
March 24, 2023
Morgan N.
Morgan is a real estate attorney with six years of experience in residential, land, and commercial real estate transactions. He has experience assisting municipalities, businesses, buyers and sellers in real estate related matters. He has worked on various projects including purchase agreements, contract for deed, easements, mortgages, access agreements, contract/lease review and also title review. Prior to entering private practice, Morgan was a Realtor and assisted buyers and sellers in residential sales and closing services. Morgan provides proactive, responsive and dependable work to each client and project.
August 3, 2023
Noelle S.
I have been practicing law in Minnesota for the past 17 years, in general civil practice. My primary focus is employment law and contracts.
September 6, 2023
Christopher L.
I have worked in banking, financial technology and technology as a legal and compliance executive who negotiates and drafts contracts, ensures products and services comply with applicable regulations, implements policies and procedures, oversees litigation, and manages corporate governance programs.
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Browse Lawyers NowEstate Planning Legal Questions and Answers
Estate Planning
Life Insurance Trust
Kentucky
If a life insurance policy owner dies and the insured is still alive and it is a life insurance policy with cash value that the policy owner had taken out a loan against with the policy so withdrew some of the cash value and were not legally liable to pay that debt to the policy back, does the executor have to pay that debt to the cash value off?
My mom had a life insurance policy on my younger adult sister. My mom was the policy owner and my adult sister is the insured. My mom passed in 2022. The life insurance policy she had on my sister had cash value on it and my mom had taken some of that out when she built her house about 20 years ago. As the executor, am I required to pay that back, since my mom wasn't actually required to put the money back in the cash value if she didn't want to? Is it considered a debt that I need to pay out of the estate? The estate has the funds to pay it but I wasn't sure if it was required to pay.
Randy M.
When a policy owner takes out a loan against a life insurance policy’s cash value, that loan is secured entirely by the policy itself. It’s not a personal liability of the policy owner, and it doesn’t become a debt of the estate. The insurer tracks the outstanding balance and deducts it from the policy’s value. In your situation, your mother was the owner of a policy insuring your sister’s life. She borrowed against its cash value years ago. Because she wasn’t legally required to repay the loan during her lifetime, the obligation doesn’t shift to her estate. As executor, you don’t treat that loan as a claim against estate assets. The only impact is on the policy itself: the loan plus interest reduces the cash value if surrendered, or the death benefit if your sister eventually dies while the policy is still in force. What Happens After the Owner Dies Since your mother has passed and the insured (your sister) is still alive, the policy itself becomes part of the estate unless a contingent owner was named. That means you may have temporary control as executor. At this point you have several options: 1. Maintain the policy by continuing premiums if required. The loan remains in place and will keep accruing interest, which reduces the policy’s value. 2. Transfer ownership to your sister or another beneficiary under the will or intestacy laws. The new owner takes the policy subject to the outstanding loan. 3. Surrender the policy for its remaining net cash value, which will already reflect a reduction for the loan balance. 4. Allow the policy to lapse by discontinuing premium payments, though that wastes any remaining value. The right choice depends on the estate’s circumstances, your sister’s wishes, and whether preserving coverage has practical value. Executor’s Responsibilities Your duty as executor is to collect estate assets, pay valid debts and expenses, and distribute the remainder under the will or state law. Since policy loans are not debts of the estate, you don’t repay them out of general funds. The insurance company enforces repayment internally by adjusting the policy value. The only estate-level question is whether to hold, transfer, or surrender the policy itself. Review the Policy Contract You should review the actual policy contract to confirm ownership and rights after your mother’s death, as terms can vary. If the estate inherited the policy, the insurer will require documentation before you can act. For guidance on transferring ownership and managing the policy, it’s best to consult an estate attorney in your jurisdiction. Contracts Counsel can connect you with experienced estate attorneys who can assist with this process.
Estate Planning
Last Will and Testament
California
What happens if I die without a will?
As I have gotten older and accumulated assets, I have become increasingly aware of the importance of having a will in place. However, I have not yet taken the steps to create one, and I am curious about the potential consequences of dying without a will. Therefore, I would like to seek the advice of a lawyer to understand what would happen to my estate and how my assets would be distributed in the event of my death without a will.
Matthew S.
If you die without a will your assets will be distributed to your heirs pursuant to the intestacy statute for your state. However, if you use a will, you can control who gets your assets and can give assets to non-blood related persons who wouldn't otherwise be an heir.
Estate Planning
Power of Attorney
Tennessee
Do I need a lawyer to get a power of attorney
My uncle is an elderly man and his wife passed away in January of this year. She did everything as far handling all of the important things. He doesn't understand a lot of things. He asked me if I would take over everything for him. So I think I need to get a power of attorney to be able to do tnat.
Rebecca R.
A power of attorney allows you to make decisions and dispose of property, it does sound like one might be helpful in your situation. When an attorney writes up the power of attorney, you have a range of permissions to cover all the needs of your individual situation. You’ll want to be sure that you have the ability to write checks, etc. Additionally, the power of attorney will be useful if other family members challenge your decisions or actions. Drafting the document is a fairly straightforward process, and most attorneys will bill 1-2 hours depending on whether you need additional documents for healthcare and estate decisions.
Estate Planning
Durable Power of Attorney for Finances
Illinois
What’s the Difference between General POA and Durable POA
I’m trying to get POA over my Mother Financial because she not Paying the Mortgage which is past over due along with some Bills she hasn’t paid on in months I don’t us to lose our home and she suffers from Dementia and we Both recently suffered from a stroke I would appreciate if you respond to my message beside With a Hi There !
T. Phillip B.
I'm not a fan of either term as I find they just confuse things. Durable usually is referring that it remains effective after incapacity. Sometimes general is looked at as terminating at becoming incapacitated. Another term which comes up is springing which this one makes more sense where it isn't effective immediately but upon a date or occurrence (usually someone being deemed incapacitated). I don't think I'd ever create a POA where it terminates at incapacity since that's when I'd need it to work. Now you say your mother has dementia. Will she understand what she is signing and the purpose of the document? If not, she doesn't have the required mental capacity to establish a POA and will have to have a guardian appointed by the court.
Estate Planning
Power of Attorney
Michigan
How can wife get power attorney from sibling for mother?
My wife is trying to get power of attorney for her mom from her sister that only wants her money and now we have her mom and her sister is keeping her I’d and birth certificate so she has no control of her money gave her a bank card with no pin and no I’d so she can’t go to the bank and get her money
George B.
Generally, if a person is competent, he or she can revoke a power of attorney at any time and execute a new one in favor of someone else. Every individual/business that is aware of the previous power of attorney will need to be notified that it has been revoked and given the updated power of attorney. However, if a person has any conditions that may be impairing mental functions, it may be necessary to petition the court for guardianship/conservatorship. Both of these scenarios can get complicated incredibly fast, and you should consult with a lawyer in either situation.
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