90 Minutes with an Estate Attorney
Courses - Adult Enrichment / Money -
Adult Enrichment 2020-2021
We all have goals. Sometimes our goal is to gift assets to others- while we are alive? After I have passed? What about Estate Tax & Gift Tax Planning? Should I gift my money away in a Will, or a Trust? Would I qualify for Medicaid? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? What about my current Trust; does it avoid the nursing home? Most people believe that their trust shields the assets from the nursing home and creditors. Many people may be wrong! We will walk through these questions and many more, including how to plan and place your assets to meet your retirement, your nursing home goals, and after you have passed.
Steve is the founding member of Ledin Law PLLC, a small business and estate planning focused law firm based in the East metro area. Steve cut his legal teeth with his start in the legal profession at Moore, Costello & Hart PLLP, a Twin Cities based law firm that laid claim as the oldest law firm in the State of Minnesota, founded in 1855. In 2007, Steve and his fellow law firm partner Jim Blaney formed Blaney & Ledin to enhance their specialization and representation of the legal interests of their small business and estate planning clients. In 2017 after over 20 years of successful legal practice, Steve founded Ledin Law PLLC in furtherance of his dedication to the legal work of small business and estate planning. Steve practices extensively in the areas of estate planning and corporate transactional law and provides legal advice to startup and developing companies, as well as mature small to medium sized companies. His services in estate planning cover a wide spectrum of clients varying in estate size, value, and complexity from young couples starting a life together, up to large well-established estates of significant value and complexity. In the transactional business area, he provides services on a wide variety of legal matters including business formation; mergers and acquisitions; buy-sell agreements; contract review and negotiation, real estate purchasing/leasing; and business succession. He works with dozens families and active businesses of a wide variety on a daily and weekly basis. Steve attended law school at William Mitchell College of Law and graduated with a Juris Doctor (Magna Cum Laude), after graduating from Saint Cloud State University and Macalester College with a Bachelor of Arts-Political Science (Summa Cum Laude). Today, Steve is the owner/proprietor of a number of active businesses and is currently serving his fifth consecutive term as the President and Board Chair of the East Side Area Business Association, as well as being active in numerous other business trade groups, associations and nonprofits.