On April 28, 2025, the Minnesota Court of Appeals issued its opinion in In re Estate of Bogren. The court addressed a matter of first impression in Minnesota – whether a disclaimer of property must clearly state the value of...more
7/1/2025
/ Appeals ,
Disclaimers ,
Estate Planning ,
Fiduciary Duty ,
First Impression ,
Inheritance ,
Probate ,
Property ,
Property Valuation ,
Statutory Interpretation ,
Trusts
On November 6, 2023, the Minnesota Court of Appeals issued its opinion in In the Matter of the Trust Agreement of Genevieve M. Rossow. Among other topics, the court’s opinion addressed whether a trust beneficiary’s power to...more
In an opinion released last week, the Minnesota Court of Appeals rejected a petition to modify the terms of a trust to allow for the early distribution of trust assets to the beneficiaries. The court also denied the...more
1/6/2022
/ Appeals ,
Attorney's Fees ,
Beneficiaries ,
Business Assets ,
Estate Planning ,
Fiduciary Duty ,
Modification ,
Revocable Trusts ,
Settlors ,
Transfer of Assets ,
Trustees ,
Trusts
In a recent opinion, the South Dakota Supreme Court held that trust beneficiaries lacked standing to bring claims against a third party on behalf of the trust. In so holding, the court explained that trustees typically are...more