Nancy’s practice focuses on estate planning, including planning for death and disability, health care planning, and charitable giving as well as income, gift, and estate tax planning. Her experience in estate planning covers a broad range of services, from the simplest contingency planning to more complex plans designed to transfer assets and minimize taxes.

Nancy’s advice, counsel, and services include:

  • Wills, revocable trusts, probate avoidance, powers of attorney, and health care directives
  • Advanced wealth transfer planning, including gifting programs, irrevocable trusts, qualified retirement plan/IRA distribution planning, and gift tax returns
  • Planning for those affected by Alzheimer’s disease, dementia, or other disabilities
  • Charitable planning, including charitable remainder trusts, charitable lead trusts, and private/family foundations
  • Business and investment planning, including family limited partnerships, family limited liability companies, fractional/minority interest discount planning, and shareholder buy/sell agreements
  • Post-mortem services, including disclaimer planning, probate administration, trust administration, and estate tax returns
  • Guardianships and conservatorships

Nancy has personal and professional experience working with families affected by Alzheimer’s disease, dementia, and other disabilities. The strategies she develops allow clients to attain their objectives while minimizing estate and gift taxes, generation-skipping taxes, and income taxes.

Experience

  • Preserving Wealth in Charitable Giving. Maintaining large amounts in IRAs or other retirement plans, which are subject to income taxes and estate taxes upon death, can result in as much as 75% of those savings being paid to federal and state governments. One solution we have devised for many clients with charitable wishes is creating their own private foundation. The foundation is named as the beneficiary of the IRA or retirement plan proceeds, and all income and estate tax on those proceeds is eliminated. Clients’ families then have the full benefit of managing all of the funds to accomplish their charitable objectives.

Credentials

Education

William Mitchell College of Law, J.D.; cum laude

University of Minnesota Twin Cities, B.S.

Admissions

  • Minnesota

News & Insights

Affiliations

Professional Associations

  • American Bar Association
  • Former chair, Minnesota State Bar Association – Foundation’s Investment Committee
  • Hennepin County Bar Association
  • Minnesota Women Lawyers
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