Accepting Referrals From Other Lawyers In Minnesota And Nationwide
We focus on disputed trust and estate matters. We do not provide estate planning services. Many of the matters handled at Mason & Helmers are referred by other lawyers from small and large firms, both nearby and from across the country. Some attorneys seek our advice, some attorneys associate with us on a matter, and others turn entire matters over to us. When we complete the referred matter, we send the client back to the referring attorney.
Focusing on Estate and Trust Litigation
The firm focuses on disputed matters related to wills, trusts, pre-death transfer of assets, business succession plans, conservatorships and guardianships. Our approaches include negotiation, mediation and trial.
Will Contests, Trust Disputes and Fiduciary Removal Proceedings
As experienced litigators and trial attorneys, we provide assistance to clients of other firms with regard to legal disputes arising from conflicts over wills, trusts and estates. The firm has experience representing fiduciaries and beneficiaries.
Reasons for Referral
Lawyers frequently refer clients to the firm for the following reasons:
- The attorney is a potential witness.
- The attorney represents a party with related, but different, interests.
- The attorney does not wish to refer a client to a competitor.
- The attorney knows Mason & Helmers will handle the matter competently.
We work extensively with other attorneys to develop solutions that work for clients. The firm will give referring attorneys’ clients the best possible service. Referring attorneys can be confident that the firm has the experience and resources to effectively help their clients. Mr. Mason has been an attorney for more than 30 years and is skilled in the courtroom. He and his associates are well-known and well-received by local judges.
Members of the firm write and present extensively for local bar associations and national institutes on a variety of topics, including:
- Resolving Will, Trust and Estate Contests
- Emotional and Psychological Aspects of Probate Litigation
- Ethical Considerations
- Attorney-Client Privilege in Estate Planning
- Addressing Complex Probate Issues
- Fiduciary Protection and Controversy Avoidance
- Creditors’ Claims and Duties of the PR in the Probate Process
- Inheritance Issues Arising from Deathbed Marriages
- Discovery in Probate and Trust Litigation
To learn how the firm handles referrals from other attorneys, contact Mason & Helmers today. The firm’s attorneys serve clients in the Minneapolis-St. Paul area and beyond. Call 651-323-2548 or 877-389-5533 (toll free) to set up an appointment.