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Heirs & Beneficiaries Archives

Heirs of Walt Disney in extraordinarily ugly trust dispute

Minnesota residents can attest that a family trust can be a good way to ensure a legacy for generations to come. However, a trust can be very difficult to break and trustees can be difficult to remove. When beneficiaries accuse a trustee of self-dealing, failure to pay disbursements or other wrongdoing, the disputes can be intense and very difficult for families.

Woman bilked of inheritance gets justice before she dies

When an elderly Minnesotan starts to face the typical physical problems associated with aging, they will probably first turn to close relatives for assistance. However, when there are no close relatives to help, sometimes people instead have to rely on banks, other lawyers and private individuals to serve as their guardian and protect their assets.

Woman accused of self-dealing disputes jury's decision

Our readers in Minnesota who follow this blog probably know that if a family member or other rightful heir to an estate believes that a loved one's will is invalid or otherwise has concerns about the probate process can initiate a will contest, seek to have a personal representative removed or ask a court for other appropriate relief.

Celebrities who did not leave wills instead left estate fights

Minnesota residents may have heard of famous people like the artist Pablo Picasso and rock stars Sonny Bono, Jimi Hendrix and Bob Marley. While these people may seem like they have nothing in common with Abraham Lincoln and eccentric businessman Howard Hughes, in fact they all have one common bond: they all died without leaving a will.

Martin Luther King Jr. property subject of family probate dispute

The children of Martin Luther King, Jr., the famed civil rights leader celebrated by residents of Minnesota and by other Americans around the country, are in the heat of a probate dispute that revolves around the late pastor's personal effects.

How to prevent probate spat between second wife and grown child

In Saint Paul, Minnesota, and around the country, more people have to draft estate plans that account for more than one marriage. Oftentimes, a person who is making their final plans will want to leave something both for a current spouse and adult children from any prior relationship.

State senator accused of misuse of funds in estate

Whether one has a will or not, in Minnesota a court will often appoint a person called an "executor" or "conservator" or "personal representative" to handle the affairs of an estate. His or her job is to make sure the estate collects all property belonging to it, and then distributes that property to heirs according to a person's will or state law, whichever is applicable.

Minnesota families can take steps to avoid future probate trouble

Our St. Paul, Minnesota readers may want to pay attention to the fact that the number of will contests around the country are increasing. This may be attributable to the fact that many people are living to an older age, meaning there is more likely to be a question about that person's mental ability to make a will. Others say that because families often live a long distance from each other and are often blended, it is more likely that there will be a misunderstanding and some sort of will contest or other dispute.

Dispute of charitable gift latest row in family probate fight

Minnesota residents may be interested to know, in what seems like an unending probate fight amongst the family of wealthy oil tycoon, what some styled as a simple announcement of a generous charitable gift of $3.4 million to the American Cancer Society spawned letters to a major newspaper and calls to attorneys.

Minnesota estate tax may apply to more than many realize

There has been a lot of debate in recent years about the federal estate tax, but in fact that tax applies to relatively few estates. Earlier this year, Congress set the level at which estate taxes kick in at $5,250,000. Next year, that number is set to rise to $5,340,000. What sometimes gets lost in all the media attention to the federal estate tax is the fact that Minnesota has its own estate tax, and it kicks in at a much lower level.

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contact Mason & Helmers in St. Paul, Minnesota. Call 651-323-2548 or 877-389-5533 (toll free) to set up an appointment.

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Mason & Helmers

Mason & Helmers
332 Minnesota Street
Suite W-3070
St. Paul, MN 55101

Toll Free: 877-389-5533
Phone: 651-323-2548
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