Lommen Abdo’s Estate and Business Succession Planning Section is comprised of Scott Nelson, Glenn Kessel, John Giblin, Bob Abdo, Keith Broady and Jennifer O'Neill. Scott Nelson, Jennifer O'Neill, Glenn Kessel and Brent Johnson practice in both Minnesota and Wisconsin.
The firm’s estate planning team represents individuals (including professionals), closely held businesses and small companies with regard to estate planning, tax, and business succession issues. Areas of focus within the section include wills, probate, trusts, long-term care planning, charitable and planned giving, retirement planning, executive compensation, and tax considerations.
If you would like us to contact you for a free estate planning analysis and an estimate of the costs involved, please fill out our estate planning questionnaire and one of our estate planning attorneys will contact you to discuss our initial recommendations. Let us know if you prefer to be contacted by e-mail or telephone. Please remember, however, that simply filling out this form and sending it to Lommen Abdo does not create an attorney client relationship. You must talk with one of our attorneys (see names and contact information below) to establish that relationship. We look forward to discussing your estate planning needs.
For more information on issues to consider, review our Estate Planning Checklist, Frequently Asked Questions, Estate and Gift Tax Exemption Chart or Financial Planning Questionnaire.
For a brief overview of whether you should consider a will or revocable trust for your estate plan, see Wills vs. Revocable Living Trusts. Please also visit www.minnesotaestateplanningattorney.com.
See our letter to clients regarding health care directives and the Terri Schiavo case. We have a customized form available for our clients.
Parents and others planning for college or post-high school education can find out more about tax-favored education savings opportunities.
Section members are recognized by their peers for their abilities and contributions in the practice area:
- one member serves on the Board of Directors of the Minnesota Society of Certified Public Accountants and has been selected as a Super CPA,
- other members have been on the Super Lawyers® list and “Leading American Attorneys,”
- others have been certified as real estate specialists.
The section is backed by experienced business operations attorneys and litigators. In addition, Lommen Abdo’s appellate department regularly appears before the Minnesota and Wisconsin state and federal appellate courts, including the Seventh and Eighth Circuit Court of Appeals and specialty courts such as the tax court.
We would be pleased to answer any questions you may have about the services of our Estate Planning attorneys. Any questions may be directed to:
In Minnesota:
Scott Nelson at 612-336-9320 or scott@lommen.com.
In Wisconsin:
Jennifer O'Neill at 715-381-7113 or joneill@lommen.com.
Additional Information:
Estate Planning Client Strategies: Leading Lawyers on Understanding the Client’s Goals, Using Trusts Effectively, and Planning in a Changing Economic - Other than preparing a Will, are you familiar with the issues and process followed by estate planning experts when designing a plan that is responsive to your needs? For insight into the practitioner's view, read the attached chapter from the nationwide Trusts and Estates Legal Series 2009, co-authored by shareholder Scott M. Nelson. In this section, leading lawyers discuss best practices for estate planning success, and is part of the Inside the Minds series which is designed to give readers actual insights into the leading minds of business executives worldwide.
Working with Trust and Estate Attorneys, Scott Nelson, Journal of Financial Planning
Charitable Remainder Trusts
Family Partnerships
Generation-Skipping Tax
Medical Assistance Rules
Tips for Charitable Giving
Trusts Commonly Used for Estate Planning
What is a Supplemental Needs Trust?
Qualified Personal Residence Trust (QPRT)
How to Transfer the Family Cabin
Life Estates - Tax and Financial Issues
Methods for Distributing Personal Property
Duties as Personal Representative