Hellmuth & Johnson Attorney Nicholas Hulwi joins Minneapolis/St. Paul Business Journal Estate Planning Table of Experts to Share Insights
The Minneapolis/St. Paul Business Journal (MSPBJ) hosted a panel discussion on estate planning, featuring Hellmuth & Johnson attorney Nicholas Hulwi alongside other contributors. The panel addressed various aspects of estate planning, including wills and trusts, asset protection, Minnesota estate tax, generational wealth transfer, and charitable giving. Hulwi contributed insights on asset protection strategies and considerations […]
Mark Balzarini Explores IRS Private Letter Rulings with Farm Progress
Private letter rulings test tax liability. Hellmuth & Johnson attorney, Mark Balzarini discusses this issue with Farm Progress. “The question came up recently whether there are options to test a plan or transaction for tax liability before executing the plan, particularly in situations where it is not clear how the tax rules and laws will be applied […]
Mark Balzarini on Using QPRTs to Protect Family Estates with Farm Progress
Qualified personal residence trusts. Hellmuth & Johnson attorney, Mark Balzarini discusses this issue with Farm Progress. “Protecting estates from estate and gift taxes continues to be a primary focus for many families.” Read full article here.
Mark Balzarini Analyzes Family Farmland Splits with Farm Progress
Swapping land advantageous for the whole. Hellmuth & Johnson attorney, Mark Balzarini discusses this issue with Farm Progress. “I often meet with families where farmland was distributed from parents to children equally as tenants in common.” Read full article here.
Hellmuth & Johnson Attorney Karl Tsuchiya Featured on ‘Negotiation with Alice’ Podcast
Karl Tsuchiya, an Estate Planning attorney at Hellmuth & Johnson, appeared on Alice Shikina’s podcast, “Negotiation with Alice,” to discuss the essential considerations in estate planning, particularly concerning family properties such as primary residences, secondary homes, and family farms. During the conversation, Karl emphasized the advantages of proactive estate planning before inheritance, highlighting its ability […]
Mark Balzarini Analyzes Irrevocable Trusts with Farm Progress
Crummey, but necessary. Hellmuth & Johnson attorney, Mark Balzarini discusses this issue with Farm Progress. “There has been heightened talk with clients and prospective clients about gifting and the use of irrevocable trusts to address potential estate tax law changes.” Read full article here.
Mark Balzarini Explores Charitable Foundations in Estate Planning with Farmers Progress
Include a charitable foundation in your estate plan. Hellmuth & Johnson attorney, Mark Balzarini discusses this issue with Farm Progress. “There are a number of options for making charitable distributions in your plan, including simple gifts, charitable lead trusts, charitable remainder trusts, gift annuities, donor advised funds and private foundations.” Read full article here.
Kelley Scrocca Joins the American Cancer Society Nationwide Gift Planning Advisor Council (NGPAC)
Hellmuth & Johnson attorney Kelley Scrocca has been nominated to join the American Cancer Society Nationwide Gift Planning Advisor Council (NGPAC). The NGPAC’s mission is to increase the quality and quantity of planned gifts to the American Cancer Society (ACS) by serving as an active source of expert consultation, estate planning technical input, referrals, and […]
Mark Balzarini Explains Beneficiary Defective Inheritance Trusts with Farm Progression
How to use a beneficiary defective inheritance trust. Hellmuth & Johnson attorney, Mark Balzarini discusses this issue with Farm Progress. “With the potential changes to the federal estate and gift tax exemption, we are discussing various planning options with clients. The beneficiary defective inheritance trust is an example of one option that may prove helpful […]
Attorney Nicholas Hulwi Joins Hellmuth & Johnson
Hellmuth & Johnson is pleased to announce that attorney Nicholas D. Hulwi has joined the firm as a partner in the Estate Planning practice group. Hulwi’s practice is focused on estate planning and estate and gift taxation. He prepares wills, revocable trusts, powers of attorney and health care directives. He works with his clients to […]