Hellmuth & Johnson Names Samantha J. Graf as Partner
Hellmuth & Johnson is pleased to announce that attorney Samantha J. Graf has been named a Partner in the firm, effective January 1, 2023. Graf joined Hellmuth & Johnson in 2020. She focuses her practice on estate planning, probate, and family law. She has been named to the Minnesota Super Lawyers® Rising Stars list 2017 – […]
Attorney Kelley Scrocca Joins Hellmuth & Johnson
Hellmuth & Johnson is pleased to announce attorney Colleen (Kelley) E. Scrocca has joined the firm in the Estate Planning practice group. Scrocca’s practice will focus on estate planning, trusts, high-net-worth planning, asset protection planning, gift tax, generation-skipping, trust administration and probate. She holds an LL.M. in Estate Planning and has worked exclusively in this […]
Attorney Gregory Westerhaus Joins Hellmuth & Johnson
Hellmuth & Johnson is pleased to announce attorney Gregory P. Westerhaus has joined the firm as an associate in the estate planning practice group. Westerhaus will focus his practice on estate planning, probate, and business law. He is knowledgeable about the probate process, business formation and dissolution, and farmland transition strategies. Westerhaus earned his J.D. […]
Jeremy Stier Featured in Minneapolis/St. Paul Business Journal Estate Planning Table of Experts Panel Discussion
The Minneapolis/St. Paul Business Journal (MSPBJ) has published an “Estate Planning Table of Experts” panel discussion featuring Hellmuth & Johnson partner Jeremy Stier. When asked what he would identify as common characteristics of an effective estate plan, Stier shared, “In my view, an effective estate plan requires a complete understanding of the clients’ family facts and circumstances, asset profile, […]
Mark Balzarini Discusses Grantor-Retained Annuity Trusts with Farm Progress
Consider using grantor-retained annuity trust when transferring assets. Hellmuth & Johnson attorney, Mark Balzarini, discusses this issue with Farm Progress. “GRATs work well for a person who has assets that are expected to appreciate, and who wants to transfer the assets to their children.” Read full article here.
Hellmuth & Johnson Attorneys Named to Best Lawyers in America® 2023 Lists
Hellmuth & Johnson is pleased to announce that 22 lawyers have been recognized in the 2023 editions of The Best Lawyers in America® and Best Lawyers: Ones to Watch in America™. Since first published in 1983, Best Lawyers® has become universally regarded as the most respected peer review publication in the legal profession. The following 13 […]
Mark Balzarini Discusses Retirement Accounts with Farm Progress
Choose correct type of retirement account trust. Hellmuth & Johnson attorney, Mark Balzarini, discusses this issue with Farm Progress. “Retirement trust accounts have different restrictions that will need to be considered when planning retirement account distributions.” Read full article here.
Hellmuth & Johnson Attorneys Named to 2022 Minnesota Super Lawyers® and Rising Stars List
Hellmuth & Johnson is pleased to announce that 16 attorneys have been named to the 2022 Minnesota Super Lawyers® and Rising Stars lists. Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. The selection process is multi-phased and […]
Mark Balzarini Discusses Maintaining Succession Plans with Farm Progress
Succession plans require ongoing maintenance. Hellmuth & Johnson attorney, Mark Balzarini, discusses this issue with Farm Progress. “When establishing a succession plan, it is important to understand the plan will need ongoing maintenance, so that it works when you need it.” Read full article here.
Michael Redden Article “The Use of Formula Clauses to Value Gifts” Published in Trusts & Estates Magazine
Hellmuth & Johnson attorney Michael S. Redden’s article, “The Use of Formula Clauses to Value Gifts,” was published in the May 2022 issue of Trust & Estates magazine. In the article, Redden attests that formula clauses do much more than maximize the use of a taxpayer’s gift and estate tax exemption and offers some best […]