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 Considers How The CTA Affects Farming with Farm Progress
Transparency compliance requirements. Hellmuth & Johnson attorney, Mark Balzarini discusses this issue with Farm Progress. “In 2021, Congress passed the Corporate Transparency Act, under which many business entities will need to file a beneficial ownership information report with the U.S. Department of the Treasury’s Financial Crimes Enforcement Network. Farm entities that fall under this reporting requirement include […]
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.
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 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. […]
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.
Hellmuth & Johnson Welcomes Estate Planning Attorney Mark Balzarini to the Firm
Hellmuth & Johnson is pleased to announce that attorney Mark W. Balzarini has joined the firm as a partner in the Estate Planning group. Balzarini’s practice focuses on estate planning and farm transition planning. He assists clients in planning their estates with the appropriate use of trusts, wills, powers of attorney, health care directives, and […]
Rachel M. Dahl Selected as Up & Coming Attorney by Minnesota Lawyer
EDINA, MINN. (Sept. 17, 2019) – Hellmuth & Johnson is pleased to announce that Rachel M. Dahl has been named a 2019 Up & Coming Attorney by Minnesota Lawyer. The annual listing honors lawyers who distinguish themselves in their first 10 years of practice through professional accomplishment, leadership and service to the community and the legal profession. […]
Hellmuth & Johnson Names Rachel M. Dahl as Partner
EDINA, MN – January 21, 2019 – Hellmuth & Johnson, a Top 20 Minnesota law firm, announced today that attorney Rachel M. Dahl has been named partner. “Our clients benefit from the excellent lawyers we hire, develop, and retain,” said Chad Johnson, Hellmuth & Johnson’s managing partner. “Rachel demonstrates a daily commitment to our clients, providing […]
Rachel Dahl presents on panel at Practical Farmers of Iowa Annual Conference
H&J attorney Rachel Dahl presented on a panel discussing “Estate Planning with Farming and Non-Farming Heirs” at the 2018 Practical Farmers of Iowa (PFI) Conference on January 20th in Ames, IA. Also on the panel was Bonnie and Vance Haugen, PFI members from Springside Farm in Canton, Minnesota. During this presentation, the Haugens told their […]