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MASLON LLP 3300 WELLS FARGO CENTER | 90 SOUTH SEVENTH STREET | MINNEAPOLIS, MN 55402-4140 | 612.672.8200 | MASLON.COM

ESTATE PLANNING ATTORNEYS

April 3, 2020


PRACTICE AREAS

Corporate & Securities

Estate Planning

Financial Services

Labor & Employment

Litigation

Real Estate

Technology, IP & Media

Maslon has reliably served the legal needs of businesses and individuals since

1956. We are a firm with depth of experience in the principal areas of Corporate &

Securities, Technology, IP & Media, Financial Services, Labor & Employment, and

Litigation—with nationally recognized practices in the areas of Tort & Product

Liability, Business Litigation, Construction Litigation, Insurance Litigation,

Investigations, and Appeals. To further support the needs of our commercial clients,

we offer strong practices in Intellectual Property, Employee Benefits, Mergers &

Acquisitions, Tax, Estate Planning, Bankruptcy, Corporate Trust Representation,

Real Estate, and Cybersecurity Law.

Whether assisting an entrepreneur, a family operating a closely held business, or a

publicly traded company, we understand that our clients need an advisor they can

rely on. At Maslon, developing client relationships built on trust, commitment, and

respect is our top priority. As a result, we are chosen by Fortune 500 firms and start-

up businesses alike.

Our business clients include manufacturers, wholesalers, distributors, utilities,

financial institutions, contractors, construction companies, insurance companies,

engineering firms, technology companies, healthcare companies, medical device

companies, brokerage firms, restaurants, retail, and service companies—and we

have a long history of representing entrepreneurs and families involved in privately

held businesses. Maslon clients also include professionals, individuals, non-profit

organizations, foundations, and charitable trusts.

Commitment to Service. Understanding our clients' businesses and caring about

the people with whom we work is critical to providing the highest level of service

possible. We pride ourselves on our ability to respond to a broad spectrum of legal

needs, remaining accessible, flexible, and able to adapt to the changing needs of

our clients and their businesses.

Global Reach. Maslon is a member of Meritas, a global alliance of business law

firms that deliver localized legal service of the highest quality on a fully coordinated

basis. With over 180 business law firms, located in more than 90 countries and

encompassing more than 7,000 lawyers, Meritas law firms offer clients an extensive

global reach, while maintaining a single point of contact with an uncompromising

service standard.

Membership in Meritas is by invitation only and members are held to rigorous

standards which are continually monitored and evaluated. Meritas firms are leaders

BUSINESS SMART LITIGATION STRONG

Firm Overview Page 2


in their respective markets, providing sophisticated business advice, an understanding of local business practices and the

subtleties of cross-cultural transactions.

Chambers Global Guide recognizes Meritas as a 2019 Elite Global Alliance—the highest ranking category. In recent

editions, client sources shared the following testimonial: "The members I've used have been incredibly responsive, the

quality is very good, and they understand the business needs of the company and give me good practical advice."

Diversity and Inclusion. Since Maslon's inception in 1956, the founders made respecting and fostering diversity,

inclusion, and community involvement an expected practice within the firm—principles which the firm has proudly carried

forward. One of our greatest strengths continues to be our people. Along with our commitment to providing exemplary

legal services, we believe strongly that a diverse and inclusive workplace is an essential part of serving both our clients

and the broader community.

The firm has a Diversity and Inclusion Committee charged with leading and executing this key priority. Made up of both

attorneys and staff, the Committee is specifically tasked with promoting diversity and inclusion at Maslon, in the legal

profession, and in the community through leadership, active participation in, and support of a broad range of initiatives.

Maslon also proudly participates as members of the below impactful organizations created to advance diversity in the

profession:

Twin Cities Diversity in Practice: Maslon is a member of Twin Cities Diversity in Practice, a nonprofit

association comprised of the leading Twin-Cities legal employers with the vision to create a vibrant and inclusive

legal community and mission to strengthen the efforts of member organizations to attract, recruit, advance, and

retain attorneys of color.

Leadership Counsel on Legal Diversity (LCLD): Maslon is a member of the Leadership Counsel on Legal

Diversity, an organization of more than 300 corporate chief legal officers and law firm managing partners—the

leadership of the profession—who have dedicated themselves to creating a truly diverse U.S. legal profession.

Professional Development. Maslon participates in the Network of Trial Law Firms, a not-for-profit association of

independent trial law firms in the United States and Canada. The goal of the Network is to provide clients with high quality

trial and litigation representation while providing client and law firm counsel practicing in the area of litigation with state-of-

the-art continuing legal education programs. A number of activities help the Network to accomplish this goal, including

research concerning advances in legal representation and sponsorship of continuing education seminars for corporate

and outside counsel.

Investment in Community. Maslon has a deep commitment to strengthening the community and providing pro bono

service to protect both individual rights and the collective rights of the disadvantaged. As attorneys, we believe such work

is our moral and ethical responsibility and is fundamental to the integrity of the judicial system.

Our long-standing commitment to pro bono work includes participation in the Pro Bono Challenge, a pact formed by the

nation's largest law firms to significantly increase the amount of pro bono work being performed by their organizations. In

addition, Maslon is a participant in the Minnesota State Bar Association North Star Lawyers program, which recognizes

members who provide 50 hours or more of pro bono legal services per year to those who otherwise could not afford

representation.

Some of our recent pro bono accomplishments at Maslon include the following:

ABA Death Penalty Project: Since 2007, Maslon attorneys have provided more than 4,000 hours of pro bono

representation to Douglas Tyrone Armstrong, an inmate on death row in Texas. On November 15, 2017, Maslon

secured the vacation of Armstrong's death sentence by the Texas Court of Criminal Appeals. In 2018, the

Maslon team was recognized as "Attorneys of the Year" by Minnesota Lawyer and honored with the "Light of

Justice Award" by the Texas Defender Service.

Firm Overview Page 3


Tubman & Children's Law Center: Recently, Maslon attorneys have successfully provided pro bono

representation through Tubman and Children's Law Center of Minnesota to clients in need of legal advocacy,

including obtaining Orders for Protection for women and children suffering abuse and representing children in

CHIPS proceedings.

Advocates for Human Rights LGBTQ+ Immigration Relief: In 2019, Maslon attorneys successfully provided

pro bono representation to two LGBTQ+ people who sought to stay in the United States after fleeing anti-

LGBTQ+ persecution in their home countries.

ACLU-MN: In 2016, Maslon attorneys filed a lawsuit on behalf of the ACLU-MN against Minnesota's Bureau of

Criminal Apprehension and the Minnesota Department of Public Safety for the release of all squad camera

video(s) documenting the police killing of Philando Castile.

Minnesota Wills for Heroes: Maslon has proudly played a strong supporting role in the success of the

Minnesota State Bar Association's Minnesota Wills for Heroes program, created to provide quality, no-cost

estate-planning services to the families of Minnesota's first responders who daily risk their lives to help others. Of

particular note, Partner Susan Link helped found the organization in 2007, serves as the program director, and

contributes more than 500 hours annually to support the organization. To date, the program has provided over

14,000 wills.

Voters Rights: The firm has been involved in numerous cases before the Minnesota Supreme Court which

have—in one way or another—impacted the right to vote.


ESTATE PLANNING

Business Succession Planning

Charitable Giving &

Foundations

Estate & Gift Tax

Controversies

Estate Planning, Wills & Trusts

Prenuptial & Postnuptial

Agreements

Probate & Trust Administration

Retirement Benefit Planning

Tax Saving Strategies

Trust & Estate Litigation

For more than a half-century, prominent families and business leaders in

Minnesota and throughout the Midwest have put their trust in Maslon to help them

achieve their estate planning goals. That's because our noted Estate Planning

team—one of Minnesota's most highly regarded—values helping people. We

leverage our collective experience and strong commitment to client service to offer

sophisticated, practical and responsive wealth-transfer counsel, including wealth

preservation, estate planning and business-succession planning.

Our attorneys are devoted to understanding your concerns and helping you

maximize the impact of your assets—and actively participate in the development

of tax and wealth transfer policy through precedent-setting court rulings and

legislative initiatives. As a testament to our work, the Estate Planning Group has

been ranked as a "Leading Minnesota Firm for Private Wealth Law" in the

Chambers High Net Worth (HNW) guide (2018-2019) and two of our partners are

Fellows in the American College of Trust and Estate Counsel (ACTEC), a peer-

elected honor based on outstanding reputation, exceptional skill, and substantial

contributions to the field by lecturing, writing, teaching, and participating in bar

activities. Maslon's estate planning attorneys also author noteworthy articles on

legal trends, speak at national conferences, participate on nonprofit and

community boards, and serve as adjunct professors at top law schools—all of

which enriches our experience and positions us to better serve our clients.

Minnesota Wills for Heroes

Maslon is proud to play a strong supporting role in the success of the Minnesota

State Bar Association's Minnesota Wills for Heroes program. Wills for Heroes is a

program created to provide quality, no-cost estate-planning services to the families

of the state's first responders—EMTs, police, firefighters and more—who daily risk

their lives to help others. Susan Link currently serves as program director for the

organization.

SERVICES

BUSINESS SUCCESSION PLANNING

Family businesses have been at the heart of Maslon's Estate Planning Practice

since our founding over sixty years ago. We've helped scores of business owners

ESTATE PLANNING

Estate Planning Page 2


develop successful plans to preserve and perpetuate their company for future generations, while minimizing the impact of

estate taxes on their hard-earned assets.

We understand and honor your desire to have your family participate in and ultimately own your business—and we

recognize the unique personal challenges that you and your family may face. Our attorneys will work closely with you to

promote a seamless succession and, if needed, we will draw upon the extensive experience of our Maslon colleagues in

tax, executive benefits, employment and corporate law practices. We also often collaborate with other professionals, such

as valuation experts and compensation specialists, to further help you meet your objectives.

CHARITABLE GIVING & FOUNDATIONS

When considering their legacy, many of our clients make charitable giving a priority. By designing the right structure for

your philanthropic goals, Maslon Estate Planning attorneys can maximize the impact of your charitable giving while

minimizing your tax burden and concerns. We'll help you determine the most effective financial approach to accomplish

your giving goals and address governance issues with creative solutions that accommodate varied philanthropic values,

preferences and levels of involvement within your family.

Our experience includes the development of tax-exempt organizations and charitable trusts of all varieties—and obtaining

favorable U.S. Treasury Department rulings on tax-exempt status. You'll get tailored, personalized service in the proper

administration of your trust or tax-exempt organization—including handling state and federal tax returns, distributions,

officer and director issues, and other matters, so that you can feel confident about the ongoing effectiveness of your

giving.

ESTATE & GIFT TAX CONTROVERSIES

When estate and gift-tax controversies arise—however complicated—Maslon's Estate Planning attorneys react with

dedication and tenacity to help clients successfully resolve their issues. We are widely known for our successful resolution

of sophisticated and complex transfer tax controversies and frequently represent both business and individual clients in

federal and state tax controversies, including estate and gift tax audits, appeals to the Internal Revenue Service Appellate

Division, and representation before the U.S. Tax Court and U.S. District Courts.

ESTATE PLANNING, WILLS & TRUSTS

Difficult decisions and complex issues often come into play when planning and implementing wills and strategic trusts.

Maslon's Estate Planning attorneys understand that and work to minimize your time, expense and emotional challenges.

You'll find us to be dedicated advisors, focused on understanding and achieving your goals. We counsel clients not only

on the impact of estate taxes, but also on other important factors such as previous marriages and children or beneficiaries

who need protection.

Smart and resourceful, our estate planning attorneys will work closely with you to identify strategies—from the most basic

will to the most complex trust arrangements—to take full advantage of opportunities that enhance your legacy and restrict

your tax consequences. Because business and work-related assets often affect estate planning, wills and trusts, we

consult our Employee Benefits and Executive Compensation attorneys when necessary, who may play an important role

in creating the customized vehicle that best meets all of your needs.

PRENUPTIAL & POSTNUPTIAL AGREEMENTS

Clients often choose to use prenuptial and postnuptial agreements to protect their interests and those of their families,

businesses and favorite charities. Maslon's Estate Planning attorneys are attuned to the nuances and deeply experienced



in drafting and negotiating such agreements. We strive to create an agreement that accurately reflects the intentions of

the parties—through full disclosure of assets and good-faith collaboration—and that provides for our clients and their

designees in the event of death, separation, or divorce.

PROBATE & TRUST ADMINISTRATION

Administering the probate estate of a loved one can be legally challenging and emotionally draining. Maslon's

experienced estate planning attorneys will work to help you avoid probate and trust issues, yet stand ready to deal with

them effectively on your behalf if they should arise. We help estate representatives carry out their responsibilities as

efficiently and expeditiously as possible, whether that involves quickly completing the probate estate administration or

helping to properly administer trust assets.

We excel at assembling and managing assets, establishing and maintaining accounting systems, tax planning, and tax-

return preparation, to maximize estate value while minimizing tax burdens. Also, when necessary, we put our extensive

experience to work to represent your interests before state and federal courts and administrative bodies, the IRS, and the

Minnesota Department of Revenue. We also advise trustees and trust beneficiaries across a full range of funding,

distribution, fiduciary and tax issues.

RETIREMENT BENEFIT PLANNING

Retirement benefits, including pension, 401(k), deferred compensation, IRAs and other plan benefits, play an increasingly

important role in the estates of many of Maslon's clients. They rely on the exceptional experience our dedicated Estate

Planning attorneys have achieved over years of helping clients deal with the complex and ever-changing retirement

benefits laws. We work closely with our clients to establish strategies designed to achieve their goals.

Skilled in drafting sophisticated beneficiary-designations critical to good retirement-benefit planning, our attorneys will help

you take advantage of techniques that constrain taxes on your pension, 401(k), deferred compensation, IRA or other

benefit. We have extensive experience in drafting trusts that can take advantage of sophisticated estate planning

techniques, while avoiding the unnecessary acceleration of income taxes that can result from the improper use of trusts

for retirement benefits.

TAX SAVINGS STRATEGIES

Individual and business clients alike rely on resourceful and responsive Maslon attorneys to effectively minimize the

impact of income taxes, gift taxes, estate taxes and generation-skipping transfer taxes for both themselves and their heirs.

Through the strategic use of cutting-edge and traditional income and asset-transfer devices, we work to help you take full

advantage of all applicable tax credits, deductions, exemptions and elections, so you can transfer your wealth with

maximum benefit for your business, your family, and your philanthropic beneficiaries.

We frequently counsel clients in establishing and perpetuating gifting programs, coordinating with existing business and

investment entities and, often, creating new ones. We also regularly create and work with our clients' limited liability

companies, closely-held corporations, limited and general partnerships, and limited liability partnerships to enhance asset

management while making the most of transfer-tax savings through gift-tax valuation-discount techniques.

TRUST & ESTATE LITIGATION

Trust and estate disputes can involve more than money—they often encompass emotional issues that can divide families

and interfere with a personal representative or trustee's ability to administer the trust or estate. That is why Maslon's noted

Trust and Estate Litigation attorneys, often working together seamlessly with Maslon's Estate Planning attorneys, strive to

find creative solutions that help avoid protracted litigation, contain costs, and preserve family relationships. When



proceedings turn adversarial, however, we work vigorously to protect and advance your interests, leveraging our

extensive experience in litigating and resolving trust and estate disputes.

Our knowledgeable Trust and Estate Litigation attorneys have a proven track record in the court room, at the negotiation

table, and in the appellate process. They work together to effectively represent trustees, personal representatives,

beneficiaries, and interested third parties in trust petition proceedings, Will contests, estate tax disputes, contested

probate matters, and other fiduciary litigation. Our attorneys are also skilled at using judicial and alternative-dispute-

resolution resources when assistance is needed to resolve trust and estate disputes. In all matters that Maslon's Trust and

Estate Litigation attorneys handle, we strive to craft an outcome that meets our client's personal, business, financial,

and/or tax-planning goals.

AREAS OF PRACTICEEstate Planning• Business Succession Planning• Charitable Giving & Foundations• Estate & Gift Tax Controversies• Estate Planning, Wills & Trusts• Prenuptial & Postnuptial Agreements• Probate & Trust Administration• Retirement Benefit Planning• Tax Saving Strategies• Trust & Estate Litigation

Corporate & Securities• Closely Held Businesses• Nonprofit

BAR ADMISSIONSMinnesota, 1998

EDUCATIONUniversity of Iowa College of LawJ.D., magna cum laude, 1998

Carleton CollegeB.A., magna cum laude, 1994 German, with distinctionHonors: Phi Beta Kappa, Dean's List

Ludwig-Maximilians-Universitat, Munich, GermanyJunior Year


MICHAEL P. SAMPSONPartnerChair of Estate Planning Group

[email protected]

Phone: 612.672.8342 | Fax: 612.642.8342

OVERVIEW

Michael's legal practice focuses on high-end estate and tax planning, estate and trust administration, charitable planning, and business succession planning. Michael 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.

It is this practical focus on the real-life impact of wealth transfer planning that distinguishes Michael's approach from that of the typical estate planning attorney. Beyond preparing legal documents, he also serves as his clients' wealth coach, personal CFO, professional pest, and skeptic-for-hire. Michael also provides his clients with access to his deep network of contacts, which often leads to solutions for many of life's little problems, even if they're completely unrelated to what you would normally think of as "estate planning."

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 2018-2019 editions of the Chambers High Net Worth (HNW) guide. He is a frequent speaker at continuing legal education seminars and has served as an adjunct professor at Mitchell Hamline School of Law in St. Paul. Michael serves as the chair of Maslon's Estate Planning Group and is also very active in the Minnesota State Bar Association, currently serving as Treasurer of the Probate and Trust Law Section Council and as a past chair of the Section's Legislation Committee.

Michael currently serves as chairman of the Board of Directors of Guild Incorporated, a St. Paul-based non-profit that works with individuals with severe mental illness. Before joining the board of Guild Incorporated, Michael was a founding member and past chair of the Board of Directors of the Twin Cities German Immersion School (TCGIS).

Michael's hobbies include playing acoustic guitar, reading, photography, and listening to music. He attended Carleton College,

Michael P. Sampson Page 2


where he majored in German. He attended law school at the University of Iowa. He is married and has two daughters.

LEADERSHIP & COMMUNITY

• Minnesota State Bar Association: Secretary, Probate and Trust Law Section Council, former Treasurer; Legislation Committee, past Chair

• Hennepin County Bar Association• Mitchell Hamline School of Law: Adjunct Professor• Guild Incorporated: member of Board of Directors 2008-2019; Vice Chair 2012-2014; Chair 2014-2019• Twin Cities German Immersion School (TCGIS): Board of Directors 2006-2008; Founding Member 2006; Past Chair

2007

SELECTED HONORS

• Fellow, The American College of Trust and Estate Counsel (ACTEC), 2017 (ACTEC Fellows have more than ten years in practice and are elected by their peers based on outstanding reputation, exceptional skill, and substantial contributions to the field by lecturing, writing, teaching, and participating in bar activities.)

• Notable Practitioner in Minnesota for Private Wealth Law, Chambers High Net Worth (HNW), 2018-2019

SELECTED PRESENTATIONS

• "Drafting for Married Couples with Older Children," Drafting Wills & Trust Agreements Forms Series, Minnesota CLE, 2019

• "How to Handle Tax Issues in Estate Administration," Probate A to Z Webcast Series, Minnesota CLE, 2019• "Open Forum on Estate Planning – From Wills, Trusts, and Estates to MA and Beyond," panel member, 2019

Strategic Solutions for Solo and Small Firms Conference, Minnesota CLE • "The New Will Drafting Document Assembly System and How it Saves You Time and Work," 2019 Strategic Solutions

for Solo and Small Firms Conference, Minnesota CLE • "Planning Strategies Under the 2017 Tax Act: What to Do With All That Exemption," moderator, 2019 Probate & Trust

Law Section Conference, Minnesota CLE, 2019• "2019 Probate Panel," panel member, 2019 Probate & Trust Law Section Conference, Minnesota CLE, 2019• "Demonstration of Minnesota CLE's New Automating Drafting Wills Platform," 2019 Probate & Trust Law Section

Conference, Minnesota CLE, 2019• Susan Link, Michael Sampson, and Cindy Costello to Present at Minnesota CLE's The ABCs of Probate Practice in

Minnesota Seminar• What Business Owners Need to Know about the Minnesota Trust Code, Exit Planning Institute, 2019• Options for Modifying and Terminating Trusts – Does Irrevocable Really Mean Irrevocable? Minnesota CLE, 2018• "Probate Panel," panel member, The 44th Annual Probate & Trust Law Section Conference, Minnesota CLE, 2018• "Large Estates Panel: Flaunting Flexibility – Keeping Your Options Open In a Temporary World," moderator, The 44th

Annual Probate & Trust Law Section Conference, Minnesota CLE, 2018• Maslon Estate Planning Professionals to Present at the 2018 Probate & Trust Law Section Conference for Minnesota

CLE• "The Charitable Choice: How to Decide Between a Private Foundation and a Donor Advised Fund," The Saint Paul &

Minnesota Community Foundations, 2018• "Fiduciary Income Tax Issues in Estate Administration," webcast, Minnesota CLE, 2018• "How to Effectively Handle Tax Issues in Estate Administration," Probate A to Z Webcast Series, Minnesota CLE,

2018• "Business Succession Planning Issues Panel," panel member, Estate Planning for Business Owners, Minnesota CLE,

2018• Estate Planning for Business Owners, Program Chair, Minnesota CLE, 2018• "Current Estate and Gift Tax Landscape," Minnesota Society of CPAs, 2017



• "Probate Panel – Have You Ever Encountered This?" panel member, The 43rd Annual Probate & Trust Law Section Conference, Minnesota CLE, 2017

• "Charitable Giving in Uncertain Times," Minnesota Planned Giving Council, 2017• "Long-Term Care, Trusts, and Estate Planning – Expert Panel," panel member, Guild Incorporated, 2017• "The Business Lawyer's Guide to Estate Planning for Owners of Closely Held Businesses," Business Law Boost!

Series, Minnesota CLE, 2016• "Legislative Update," 2016 Probate & Trust Law Section Conference, Minnesota CLE, 2016• "Drafting and Administration Under the Minnesota Trust Code: Now the Real Fun Begins," 2016 Probate & Trust Law

Section Conference, Minnesota CLE, 2016• "The Elephant (or the Donkey) in the Room – The Probate Panel," panel member, 2016 Probate & Trust Law Section

Conference, Minnesota CLE, 2016• "Court Case Attorney Panel," panel member, 2016 Business Valuation Conference, Minnesota Association of

Business Valuation Professionals, 2016• "Charitable Trusts and the UTC," 2016 Nonprofit Law Conference, Minnesota CLE, 2016• "Introduction to Trusts: The Basics," Understanding Trusts, Minnesota CLE, 2016• "New Tools in Minnesota's New Uniform Trust Code: Directed Trusts, Silent Trusts, Decanting," Understanding Trusts,

Minnesota CLE, 2016• "Real Estate Series: Real Estate and Estate Planning," webcast, Minnesota CLE, 2016• "New Opportunities for Planning and Administration under the Minnesota Uniform Trust Code," Minnesota State Bar

Association Probate & Trust Law Section, 2016• "Minnesota's New Trust Code and Directed Trusts," Estates Series, Minnesota CLE, 2015• "An Overview of the New Minnesota Trust Code," Twin Cities Estate Planning Council, 2015• "Directed Trusts – A Practical Guide," Minnesota's New Uniform Trust Code, Minnesota CLE, 2015• "Real Estate Transfers in Estate Administration," The ABC's of Probate Practice in Minnesota ,Minnesota CLE, 2015• "An Overview of the New Minnesota Trust Code – What you Need to Know," webcast, Minnesota CLE, 2015• Susan Link, Michael Sampson, and Cindy Costello to Present at the 2015 Probate & Trust Law Conference for

Minnesota CLE• "Gray Areas in Probate Proceedings," 2015 Probate & Trust Law Section Conference, Minnesota CLE, 2015 • "Directed Trusts – A Practical Guide," 2015 Probate & Trust Law Section Conference, Minnesota CLE, 2015• "Legislative Update," 2015 Probate & Trust Law Section Conference, Minnesota CLE, 2015• "Drafting in 2015: A Discussion of the Major Revisions to the 7th Edition of the Drafting Wills and Trust Agreements

Deskbook," 2015 Probate & Trust Law Section Conference, Minnesota CLE, 2015• "Minnesota Income Taxation of Partial Year Residents," Minnesota State Bar Association Probate and Trust Law

Section, 2015• "The Times They May be a-Changin': Minnesota's Proposed Uniform Trust Code," Corporate Fiduciaries of Minnesota,

Oct 2014; Trust Point, Nov 2014; Securian Trust Company and U.S. Bank, N.A., Dec 2014; Wells Fargo/Abbott Downing, Feb 2015

• Susan Link, Michael Sampson, and Cindy Costello to Present at Fundamentals of Probate Practice in Minnesota Seminar for Minnesota CLE

• "Real Estate Transfers in Estate Administration," Fundamentals of Probate Practice in Minnesota, Minnesota CLE, 2014

• "I Am Not My Illness: Dealing with Mental Illness," 2014 Elder Law Institute, Minnesota CLE, 2014• Susan Link, Michael Sampson, and Cindy Costello to Present at Minnesota CLE's 40th Annual Probate & Trust Law

Section Conference• "Impact of Minnesota's Same Sex Marriage Act on Estate Planning and Administration," 40th Annual Probate & Trust

Law Section Conference, Minnesota CLE, 2014• "Impact of Same Sex Marriage Act on Estate Planning and Administration," Minnesota's New Gift Tax and Related

Developments, Minnesota CLE, 2013• "Introduction to Trusts: The Basics," co-chair, Understanding Trusts, Minnesota CLE, 2013• "Revocable Trusts: Practical and Technical Considerations," co-chair, Understanding Trusts, Minnesota CLE, 2013



SELECTED PUBLICATIONS

• "Minnesota's new Trust Code: Bringing Minnesota trust law into the 21st century," Footnote, June/July 2015


BAR ADMISSIONSMinnesota

Illinois

U.S. District Court• N.D. Illinois

EDUCATIONUniversity of Notre Dame Law SchoolJ.D., 1986

Loyola University ChicagoB.A., magna cum laude, 1983Political Science


SUSAN J. LINKPartner

[email protected]

Phone: 612.672.8349 | Fax: 612.642.8349

OVERVIEW

Susan Link 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.

Susan also works with families after the death of a family member to ensure that the client's wishes are achieved and that the plan they created is carried out. If appropriate, Susan also advises estate and trust beneficiaries during administration in order to maximize their own planning options relative to their share of a decedent's estate through the use of disclaimers and powers of appointment.

Susan served as the chair of Maslon's Estate Planning Group from 2007-2018, and she currently serves as the program director of Minnesota Wills for Heroes. The Wills for Heroes program, sponsored by the Minnesota State Bar Association, is designed to provide free legal services for the preparation of basic estate planning documents for Minnesota first responders. She is recognized as a Notable Practitioner in Minnesota for Private Wealth Law in Chambers High Net Worth (HNW) (2018-2019), a member of the American College of Trust and Estate Counsel, and has taught as an adjunct professor at the University of St. Thomas School of Law.


• Minnesota Wills for Heroes Program, Minnesota State Bar Association: Program Director and Volunteer

• Minnesota State Bar Association: Probate & Trust Law Section, Chair 2010, Governing Council Member 2001-2007; Minnesota Wills for Heroes Committee, Chair since 2006; Committee on Ethics and Professional Responsibility 2002-2007

• Hennepin County Bar Association

Susan J. Link Page 2


• The Joseph Durda Foundation: Board Member• Women Presidents' Organization: Minnesota Chapter 2008-2018• University of St. Thomas School of Law: former Adjunct Professor of Estate Planning and Taxation of Gifts 2006;

Wills, Estates and Trusts 2005• Basilica Landmark: Board of Directors 2012-2018; Planned Giving Committee, Chair

SELECTED HONORS

• Attorney of the Year for Outstanding Service to the Profession, Minnesota Lawyer, 2018• Notable Practitioner in Minnesota for Private Wealth Law, Chambers High Net Worth (HNW), 2018-2019• Fellow, The American College of Trust and Estate Counsel (ACTEC), since 2004 (ACTEC Fellows have more than

ten years in practice and are elected by their peers based on outstanding reputation, exceptional skill, and substantial contributions to the field by lecturing, writing, teaching, and participating in bar activities.)

• Recipient of the Hennepin County Sheriff's Distinguished Service Award, 2018 (For leadership and contributions to the Minnesota Wills for Heroes Program.)

• Recipient of the Minneapolis Fire Department Meritorious Service Award, 2018 (For leadership and contributions to the Minnesota Wills for Heroes Program.)

• Recipient of the 2018 Excellence Award for Advancing Innovation in the Profession, Hennepin County Bar Association, 2018

• Recognized as a 2017 (Real) Power 50 Winner, Minnesota Business magazine, 2017• North Star Lawyer, Minnesota State Bar Association, 2013-2018 (North Star Lawyer is a designation that recognizes

members who provide 50 hours or more of pro bono legal services in a calendar year.)• Selected for inclusion in The Best Lawyers in America®, 2011-2020• Recognized on Women in the Law, Trusts and Estates list, Best Lawyers® Business Edition, 2016• Fellow, American Bar Foundation, 2015• Named a "Twin Cities FIVE STAR Wealth Manager," Twin Cities Business, 2009-2010, 2013• Eugene P. Daly, Jr. Award, Minnesota State Bar Association, 2012• Top 50 Women Minnesota Super Lawyers® list, 2012-2019 (The "Top 50 Women Lawyers”"list features attorneys

who received the highest point totals in the yearly Minnesota Super Lawyers® balloting, research and blue ribbon review process.)

• Recognized on Minnesota Super Lawyers® list, 2002-2019 • Top 10 Minnesota Super Lawyers® list, 2014 • Top 100 Minnesota Super Lawyers® list, 2007, 2012-2019• Top 100 Women Minnesota Super Lawyers® list, 2005-2009• Top Women Attorneys in Minnesota® list, 2012-2019 (The annual edition of the Top Women Attorneys in

Minnesota list features attorneys who received the highest point totals in the previous year's Minnesota Super Lawyers® and Rising Stars balloting, research, and blue ribbon review process.)

• Listed as a Top 100 Attorney, Worth magazine, November 2007• President's Award, Minnesota Wills for Heroes Program, Minnesota State Bar Association, 2007• AV Preeminent, Martindale-Hubbell®


• "Opening an Estate, Inventory, and Disclaimers," Probate A to Z Webcast Series, Minnesota CLE, 2019• "What Every Paralegal Must Know About Estate Administration," 2019 Probate & Trust Law Section Conference,

Minnesota CLE, 2019• "2019 Probate Panel," moderator, 2019 Probate & Trust Law Section Conference, Minnesota CLE, 2019• "Wills for Heroes," 2019 Probate & Trust Law Section Post Conference Webcast, Minnesota CLE, 2019• "What Veterans Should Know About Estate Planning," Camp Ripley, 2019• "Wills & Estate Planning," NALS Twins Cities Educational Lunch & Learn, 2019



• Susan Link, Michael Sampson, and Cindy Costello to Present at Minnesota CLE's The ABCs of Probate Practice in Minnesota Seminar

• "What Every Paralegal Must Know About Estate Administration," A Paralegal's Guide to Estate Administration, Minnesota CLE, 2018

• "Probate Panel," moderator, The 44th Annual Probate & Trust Law Section Conference, Minnesota CLE, 2018• Maslon Estate Planning Professionals to Present at the 2018 Probate & Trust Law Section Conference for Minnesota

CLE• "Opening an Estate, Inventory, and Disclaimers," Probate A to Z Webcast Series, Minnesota CLE, 2018• "Probate Panel – Have You Ever Encountered This?" moderator, The 43rd Annual Probate & Trust Law Section

Conference, Minnesota CLE, 2017• "Understanding Generational Wealth Management & Transfer," Stonebridge Capital Advisors, 2017• "Managing Fiduciary Liability and Risk: The Trust Litigator's & Planner's Perspectives," Lurie, LLP, 2017• "Financial Challenges and Planning for Widows, Widowers, Caregivers and Singles," University of Minnesota Retirees

Association, 2017• What Matters Most 2016 in Trusts & Estates Practice, chair, Minnesota CLE, 2016 • "The Elephant (or the Donkey) in the Room – The Probate Panel," moderator, 2016 Probate & Trust Law Section

Conference, Minnesota CLE, 2016• "Key Issues in Formal Probate," The ABC's of Probate Practice in Minnesota, Minnesota CLE, 2015• "Estate Planning for the Gray Divorce," The Gray Divorce: Unique Challenges for Parties Over Fifty, The American

Academy of Matrimonial Lawyers - Minnesota Chapter, 2015• Susan Link, Michael Sampson, and Cindy Costello to Present at the 2015 Probate & Trust Law Conference for

Minnesota CLE• "Gray Areas in Probate Proceedings," 2015 Probate & Trust Law Section Conference, Minnesota CLE, 2015 • "Key Issues in Formal Probate," Fundamentals of Probate Practice in Minnesota, Minnesota CLE, 2014• Susan Link, Michael Sampson, and Cindy Costello to Present at Fundamentals of Probate Practice in Minnesota

Seminar for Minnesota CLE• Susan Link, Michael Sampson, and Cindy Costello to Present at Minnesota CLE's 40th Annual Probate & Trust Law

Section Conference• "Doesn't Everyone Else Do This? The Probate Practitioner's Panel," 40th Annual Probate & Trust Law Section

Conference, Minnesota CLE, 2014• "What does it take?" Dream Big: Explore the Possibilities, Minnetonka High School Winter Leadership Conference,

2014• "Key Issues in Formal Probate," Fundamentals of Probate Practice, Minnesota CLE, 2013• "Probate Tidbits - A Practical Panel," 39th Annual Probate and Trust Law Section Conference, Minnesota CLE, 2013• "Traditional and Changing Resources to Accomplish the Non-Probate Estate," The Non-Probate Roadmap:

Administering the Non-Probate Estate, Minnesota CLE, 2012• "Probate Panel: What Do Other Practitioners Do?" 38th Annual Probate & Trust Law Section Conference, Minnesota

CLE, 2012• "Matt Homann – Building a Successful 21st Century Practice: Estate Planning/Probate," webcast, Minnesota CLE,

2012• "How to Open an Estate," The Minnesota Estate Administration Deskbook Seminar, Minnesota CLE, 2012• "Cryptic Tales – a Probate Practitioner's Panel," 37th Annual Probate & Trust Law Section Conference, Minnesota

CLE, 2011• "Probate for Paralegals: How to Efficiently Administer Decedents' Estates," Minnesota CLE, 2011• "Large Estates Panel - Planning, Administration and Drafting Issues, Estate Planning 2011 & Beyond," Minnesota

CLE, 2011• "Minnesota Probate Practice A-Z Seminar," Minnesota CLE, 2010• "Dead Head's 101 – A Private Practitioner's Panel," 36th Annual Probate and Trust Law Section Conference,

Minnesota CLE, 2010• "Probate and Estate: Minnesota Estate Administration Deskbook Update," webcast, Minnesota CLE, 2010



• "Minnesota Probate Practice A-Z," Minnesota CLE, 2009• "Probate Law – Didn't They Teach You That in Law School," 35th Annual Probate and Trust Law Section Conference,

Minnesota CLE, 2009• "Probate Practitioner's Panel," 34th Annual Probate and Trust Law Section Conference, Minnesota CLE, 2008• "Wills for Heroes," 34th Annual Probate and Trust Law Section Conference, Minnesota CLE, 2008• "Wills for Heroes," 2008 Pro Bono Conference, National Federation of Paralegal Associations, Inc. (NFPA) and

NFPA's Pro Bono Committee, Minneapolis, Minnesota, 2008• "Formal Probate," Fundamentals of Probate, Minnesota CLE, 2000, 2003-2008• "The New Lawyer Experience," Minnesota CLE, 2008• "Handling Estate Administration in Minnesota," Minnesota CLE, 2007• "Opening an Estate, Inventory and Disclaimers," Minnesota Estate Administration, 3d Edition, Minnesota CLE, 2007• "Creditor's Claims," Minnesota Estate Administration 3d Edition, Minnesota CLE, 2007• "Alzheimer's: Issues & Solutions for Minnesota Attorneys and Caregivers," Minnesota Estate Administration 3d

Edition, Minnesota CLE, 2006• "Productivity, Profitability, and Paralegals in your Probate Practice," 31st Annual Probate and Trust Law Section

Conference, Minnesota CLE, 2005• "Ethics and Professional Responsibility," 30th Annual Probate and Trust Law Section Conference, Minnesota CLE,

2004• "Opening an Estate," 28th Annual Probate and Trust Law Section Conference, Minnesota CLE, 2002• "Opening an Estate," Minnesota Estate Administration, Minnesota CLE, 2002• "Opening Forms," Fundamentals of Probate, Minnesota CLE, 1996, 1997, 1999• "Drafting QPRTs," 23rd Annual Probate and Trust Law Section Conference, 1997• "Estate Planning: Oh to Be Rich and Famous," Minnesota Law and Politics, 1997• "Internal Revenue Code Sections 303, 2207A, 6166 and 2032A," Administering the Taxable Estate Seminar,

Minnesota CLE, 1995


• "Planned Gifts– Legacy Makers," Hennepin Lawyer, Hennepin County Bar Association, March/April 2016• Minnesota Estate Administration 4th Edition, Editor-in Chief, Minnesota CLE, 2012• "Opening an Estate, Inventory and Disclaimers," chapter author, Minnesota Estate Administration, 4th Edition,

Minnesota CLE, 2012• Minnesota Probate Deskbook, co-author, Vol. 24, Minnesota Practice Series, West, 2004-2005, 2006, 2007, 2008-

2009, 2009-2010, 2010-2011, 2011-2012• "Opening an Estate, Inventory and Disclaimers," chapter author, Minnesota Estate Administration, 3d Edition,

Minnesota CLE, 2007 and updates in 2008, 2009, 2010, 2011• Minnesota Estate Administration, 3d Edition, Editor-in-Chief, Minnesota CLE, 2007 and updates in 2008, 2009, 2010,

2011• "Managing Trusts," chapter author, Creating a Trust: What You Need to Know, Aspatore Books, 2008• "Transferring Assets to the Next Generation: Strategies for Effective Estate Planning," chapter author, Elder Law

Trusts and Estates, Aspatore Books, 2008• Minnesota Estate Administration, 2d Edition, Minnesota CLE, 2006 update• Minnesota Estate Administration, 2d Edition, Editor-in-Chief, Minnesota CLE, 2002• "Opening an Estate," chapter author, Minnesota Estate Administration, 2d Edition, Minnesota CLE, 2002 • "Historic Shipwreck Legislation: Rescuing the Titanic from the Law of the Sea," 13 J. Legis. 1982



EDUCATIONWilliam Mitchell College of LawJ.D., 2006

College of Saint BenedictB.A., magna cum laude, 1999


JENNIFER J. ELSTONCounsel

[email protected]

Phone: 612.672.8382 | Fax: 612.642.8382

OVERVIEW

Jennifer Elston has more than a decade of experience developing comprehensive estate plans for her clients, with particular skill working with high net worth clients to address their unique concerns and advise on the best strategies to achieve their wealth management and legacy goals. From advising on wills, taxes, or succession planning to developing and administering trusts aimed at tax minimalization, probate avoidance, and asset protection, Jen carefully guides her clients through all considerations in the process.

Further enhancing her work, Jen has conducted analysis of federal and state estate and income tax consequences and prepared pleadings and represented clients in proceedings related to trust administration, estate administration, guardianship, conservatorship, and litigation. She also serves as a board member for Twin Cities Estate Planning Council (TCEPC), which promotes multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning to help render the highest possible service to the public.


• Twin Cities Estate Planning Council (TCEPC): Board Member• Down Syndrome Association of Minnesota: Former Board

Member• Minnesota State Bar Association• Hennepin County Bar Association

SELECTED HONORS

• CALI Excellence for the Future Award: Spring 2006


• "Tax Planning for Trusts and Estates," webinar, National Business Institute, 2016


Litigation• Trust & Estate Litigation


U.S. District Court• Minnesota

EDUCATIONHamline University School of LawJ.D., cum laude, 2010 Honors: Dean's List

Macalester CollegeB.A., 2005 Communications & Media Studies and Music (cello)


DIANA L. MARIANETTICounsel

[email protected]

Phone: 612.672.8364 | Fax: 612.642.8364

OVERVIEW

Diana Marianetti works with clients in all stages of life to plan for both the expected and the unexpected when it comes to estates and business succession. Whether assisting a young family to create their first estate plan upon the birth of a child, planning an exit from a family-owned business, or helping resolve a dispute upon the death of a family member—Diana helps clients think through the key considerations, define priorities, and accomplish their goals. She particularly enjoys helping young families and women business owners, who so often neglect this critical aspect of their success. Diana also regularly works with families of persons with special needs to plan for the future with supplemental needs trusts and special needs trusts.

As a member of both Maslon's Estate Planning Group and Maslon's Trust & Estate Litigation Group, Diana offers clients a unique perspective across a broad spectrum of needs. She is highly skilled at creating comprehensive estate plans that minimize the risk of future disputes as well as in advising clients on issues regarding fiduciary duties, trusts, and probate when litigation simply cannot be avoided.

Diana also takes an active role in advancing her profession, the marketplace, and the community. Since 2014, she has served as an adjunct professor at Hamline University School of Law, teaching a "Wills & Trusts Skills" course. Diana also frequently presents on key topics in estate planning to members of the profession, clients, and the broader business community, and she regularly serves as a pro bono volunteer to provide legal services to those who otherwise might not have access. She is an active member of Women President's Organization, a non-profit membership organization for women presidents, CEOs, and managing directors of privately held, multimillion-dollar companies.


• Mitchell Hamline School of Law: Adjunct Professor, Wills & Trusts Skills

• YWCA Circle of Women: Committee Member 2014-present• Minnesota Women Lawyers

Diana L. Marianetti Page 2


• Women Presidents' Organization: Minnesota Chapter• Minnesota Wills for Heroes Program, Minnesota State Bar Association: Pro Bono Attorney Volunteer • ABA Death Penalty Representation Project: Pro Bono Attorney Volunteer• Mid-Minnesota Legal Aid: Pro Bono Attorney Volunteer• TeamWomenMN: Young Professionals Board Member 2015-2018• St. Paul Chamber Orchestra: former Governing Member• Minnesota State Bar Association• Hennepin County Bar Association

SELECTED HONORS

• Light of Justice Award, Texas Defender Service, 2018• 2018 TeamWomenMN Wavemakers Awards Finalist, Unchartered Territory category• Recognized on Minnesota Rising Stars list as part of the Super Lawyers® selection process, 2018-

2019 (Minnesota Rising Stars is a designation given to only 2.5 percent of Minnesota attorneys each year, based on a selection process that includes the recommendation of peers in the legal profession.)

• Top Women Attorneys in Minnesota® list, 2019 (The annual edition of the Top Women Attorneys in Minnesota list features attorneys who received the highest point totals in the previous year's Minnesota Super Lawyers® and Rising Stars balloting, research, and blue ribbon review process.)

• North Star Lawyer, Minnesota State Bar Association, 2017 (North Star Lawyer is a designation that recognizes members who provide 50 hours or more of pro bono legal services in a calendar year.)

• Up & Coming Attorney, Minnesota Lawyer, 2016


• "Drafting for Married Couples with Young Children," Drafting Wills & Trust Agreements Forms Series, Minnesota CLE, 2019

• "Review of Recommended Orders, Post-Trial Motions, and Appeals in Estate Litigation," Probate A to Z Webcast Series, Minnesota CLE, 2019

• "Professional Responsibility," Probate A to Z Webcast Series, Minnesota CLE, 2019• "Caring for Aging Parents: An Estate Planning Attorneys Perspective," Women Presidents' Organization, 2019 • "Rembrandts and Beanie Babies: Answers to Common Questions About Valuing Personal Property," panel member,

2019 Probate & Trust Law Section Conference, Minnesota CLE, 2019• "Intentional Giving: A Conversation on Creating Meaningful Impact," panel member, hosted by Maslon LLP,

Minneapolis Foundation, and Morgan Stanley, 2019• "Planning for What You Hope Doesn't Happen: Divorce and Estate Planning," Family Law Institute, Minnesota CLE,

2019• "Business Succession Planning," The Complete Estate Planning Lawyer, Minnesota CLE, 2018• "Professional Responsibility in Estate Administration," The 44th Annual Probate & Trust Law Section Conference,

Minnesota CLE, 2018• "Planning for What You Hope Doesn't Happen: Divorce Considerations for Estate Planners," The 44th Annual Probate

& Trust Law Section Conference, Minnesota CLE, 2018• Maslon Estate Planning Professionals to Present at the 2018 Probate & Trust Law Section Conference for Minnesota

CLE• "Review of Recommended Orders, Post-Trial Motions, and Appeals in Estate Litigation" Probate A to Z Webcast

Series, Minnesota CLE, 2018• "Professional Responsibility," Probate A to Z Webcast Series, Minnesota CLE, 2018• Estate Planning for Business Owners, Program Chair, Minnesota CLE, 2018• "Business Succession Planning Issues Panel," moderator, Estate Planning for Business Owners, Minnesota CLE,

2018

Diana L. Marianetti Page 3


• "Trust Administration of Your Dreams: Utilizing Key Provisions of the Minnesota Trust Code," The 43rd Annual Probate & Trust Law Section Conference, Minnesota CLE, 2017

• "The Good Second Marriage: Dealing with Subsequent Marriages and Blended Family Planning," Scenario Planning and Drafting for Trusts & Estates Lawyers, Minnesota CLE, 2016

• "Trust Construction," The Estate Planning, Probate & Trust Law 40, Minnesota CLE, 2016• "Avoiding Litigation! How to Steer Clear of Problematic Drafting," What Matters Most in Trusts & Estates Practice,

Minnesota CLE, 2015• "Panel Scenario 3," panel member, What Matters Most in Trusts & Estates Practice, Minnesota CLE, 2015• "Myths and Realities about Estate Planning: "Simple Wills," DIY Wills, and Intestate Succession," HOME Line CLE,

2013• "Testimonial Statements and Your Next Child Sexual Abuse Case: Finding the Crossroads between protecting the

rights of the accused and protecting the interests of our children after Washington v. Crawford," HCBA, 2008


• Featured In: "Breaking the Ice: Estate work balances legal, emotional issues," Minnesota Lawyer, 2018• "The Bank of Mom and Dad: A Guide to Intra-Family Loans," Epilawg.com, July 27, 2015• Featured in: "After Hours with Diana Ringuette," Epilawg.com, September 2014• "Review of Recommended Orders, Post-Trial Motions, and Appeals in Estate Litigation," co-author, Minnesota Estate

Administration Deskbook, Minnesota CLE, 2014• "Minnesota Courts and the Confrontation Clause: Testimonial Hearsay in Child Abuse Cases," The Hennepin Lawyer,

December 2008, at 16• "Compassion Fatigue," in Randall McCutcheon et al., Speech: Communication Matters 448 (Lincolnwood ed., National

Textbook Company 2000)



EDUCATIONWilliam Mitchell College of LawJ.D., 2012

Creighton UniversityB.S.B.A., 2009


KEVIN J. ROCKWELLCounsel

[email protected]

Phone: 612.672.8327 | Fax: 612.642.8327

OVERVIEW

Kevin Rockwell focuses his estate planning practice on helping individuals and families transfer property from one generation to the next, while minimizing taxes and limiting potential future conflicts. He regularly prepares wills, trusts, powers of attorney, health care directives, and other estate planning documents for clients of all backgrounds and he ensures their unique personal, financial, and charitable goals are met.

After the death of a loved one, Kevin advises trustees and personal representatives with the administration of trusts and estates, including probates in all Minnesota counties, and the preparation of state and federal estate tax returns. When conflicts do arise, he also assists in trust and estate litigation.

Kevin earned his undergraduate degree from Creighton University and his J.D. from William Mitchell College of Law. After law school, he served as a law clerk to the Honorable Marilyn Brown Rosenbaum (Ret.) in Hennepin County District Court.


• Minnesota State Bar Association• Hennepin County Bar Association: Probate & Trust Law Section• Maslon UPLIFT: Legal Institute for Teens• Minnesota Wills for Heroes Program, Minnesota State Bar

Association: Pro Bono Attorney Volunteer

SELECTED HONORS

• North Star Lawyer, Minnesota State Bar Association, 2017-2018 (North Star Lawyer is a designation that recognizes members who provide 50 hours or more of pro bono legal services in a calendar year.)


• "Estate Planning for New Lawyers," The 2019 New Lawyer Experience, Minnesota CLE, 2019

Kevin J. Rockwell Page 2


• "Ancillary Probate for Snowbirds and Snow Lovers," The 44th Annual Probate & Trust Law Section Conference, Minnesota CLE, 2018

• Maslon Estate Planning Professionals to Present at the 2018 Probate & Trust Law Section Conference for Minnesota CLE

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