Anticipating Your Needs, Exceeding Your Expectations

Home • Estate Planning • Complex Estate Planning

The Experience Necessary To Assist With Complicated Estate Plans

For many, a straightforward estate plan may not be enough. Business owners and executives need to plan not only the fate of their assets but of their business. Blended families or families with special needs members can require additional thought and planning to provide for. For those who own multiple properties, including cabins or vacation homes, those properties need to be accounted for. Those with significant assets may need assistance to protect their families from greater tax liability, legal difficulties during probate and other problems in the future.

Wealth preservation, trust planning and estate planning for businesses requires an attorney who has the experience and in-depth legal knowledge to properly devise strategies for your situation. The lawyers at the Woodbury-based law firm of Sjoberg & Tebelius, P.A., advise and represent clients in regard to complex estate planning tools and issues. The firm provides legal services to clients in St. Paul, the East Metro, throughout greater Minnesota and western Wisconsin.

If you have considered establishing a trust or another type of estate plan, take the opportunity to talk with an attorney you can trust at our law firm to provide effective service and personal attention.

Skilled Guidance Regarding Asset Protection, Family Business Succession And More

The complex estate planning tools at Sjoberg & Tebelius, P.A., include, but are not limited to:

  • Marital property agreements
  • Grantor Retained Annuity Trusts (GRATs)
  • Special needs trusts
  • Irrevocable trusts
  • Family Limited Partnerships
  • Medical assistance planning
  • Transfer trusts
  • Revocable living trusts
  • Charitable trust

During the initial consultation that you have with one of our estate planning attorneys, Roy Sjoberg or Mark Tebelius, you will be asked many questions in order to find out more about your circumstances. The firm takes pride in building strong attorney-client relationships and often learns more about clients during an initial meeting than some firms learn over years of service.

Visit the law firm’s Estate Planning Learning Center for information about specific estate planning topics. Also, fill out this questionnaire prior to your consultation to will help your attorneys better understand your situation.

Once we fully understand your goals, we can work to craft an estate plan that satisfies your financial, legal and tax needs.

Image of attorneys Roy Sjoberg and Mark Tebelius consulting with a client.

Schedule A Consultation With The Lawyers At Sjoberg & Tebelius, P.A.

Contact the law firm of Sjoberg & Tebelius, P.A., to schedule your initial appointment if you would like to speak with an experienced attorney. Contact the firm’s Woodbury office location at 651-315-8856 or toll-free at 888-892-7044.