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Firm News for The Molever Law Firm

LOCAL ATTORNEYS GET BACK TO THE BASICS

Posted On 10/21/2011


MINNEAPOLIS, MN–Attorneys Jeff Molever and Joel Mullen of The Molever Law Firm attended a national conference in San Diego, CA, the second week of October hosted by the American Academy of Estate Planning Attorneys to learn more about current estate planning matters and the inevitable impact those matters could have on clients.  Mr. Molever and Mr. Mullen received training on Financial and Legal Management Systems, Annuities and Estate Planning, Veterans Aid and Administration, and Estate Planning and Digital Assets.  The Academy is the premier national educational organization promoting excellence in estate planning by providing member attorneys with continuing education courses and events, and vital updates in estate, tax, and business planning laws since 1993.

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Local Estate Planning Attorney Jeff Molever Speaks at Educational Conference

Posted On 9/15/2011

MINNEAPOLIS, MN - Attorney Jeff Molever spoke at the Ruttger’s Bay Lake Lodge Education Minnesota Retired Conference on September 12, 2011. 

Mr. Molever presented a session entitled Wills and Living Trusts.  The presentation informed participants about the various aspects of Estate Planning and why it is necessary to have a proper estate plan in place.  “We are very skilled in helping individuals and couples identify their own estate planning concerns.  Then, it is a team project,” Mr. Molever said.

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LOCAL ATTORNEYS ATTEND CONFERENCE FOR ESTATE PLANNING

Posted On 5/16/2011

MINNEAPOLIS, MN – Attorneys Jeff Molever, Joel Mullen and Matthew Guttman attended an educational conference hosted by the American Academy of Estate Planning Attorneys in New Orleans, LA, during the second week of May.  The Academy is the premier national educational organization promoting excellence in estate planning by providing member attorneys with research and vital updates in estate, tax, and business planning laws since 1993.  Mr. Molever, Mr. Mullen and Mr. Guttman received training on Using Irrevocable Trusts for Eligibility Planning and Asset Protection, New Strategies and Advance Planning with the New Tax Law, and Ethics Case Studies: Best Practices and Biggest Blunders.

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How the New Estate Tax Exclusion Affects Your Estate Plan

Posted On 12/28/2010

On December 17th, Congress revised the estate tax with a new law, TRA 2010, that sets the exclusion amount at $5 million per person for 2010 – 2012. However, this temporary adjustment to the estate tax exclusion disappears in 2013, and returns with an exclusion of $1 million per person. Read more about how the estate tax revision under TRA 2010 will affect your estate plan, regardless of whether you have a taxable estate.

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How the New Estate Tax Exclusion Affects Your Estate Plan

Posted On 12/28/2010

On December 17th, Congress revised the estate tax with a new law, TRA 2010, that sets the exclusion amount at $5 million per person for 2010 – 2012. However, this temporary adjustment to the estate tax exclusion disappears in 2013, and returns with an exclusion of $1 million per person. Read more about how the estate tax revision under TRA 2010 will affect your estate plan, regardless of whether you have a taxable estate.

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ATTORNEY MATTHEW GUTTMAN JOINS THE MOLEVER LAW FIRM

Posted On 10/21/2010

ATTORNEY MATTHEW GUTTMAN JOINS THE MOLEVER LAW FIRM

MINNEAPOLIS, MN– The Molever Law Firm is pleased to announce the hiring of Attorney Matthew A. Guttman.  Mr. Guttman has counseled clients as an attorney since 2001.  In addition to practicing in the areas of estate planning, trust administration, and probate, Mr. Guttman has extensive experience in the areas of civil and commercial litigation.  Mr. Guttman’s background in litigation gives him a unique perspective of the issues that may arise in estate planning, trust administration, and probate.

 

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ESTATE TAX UNCERTAINTY DOESN’T STOP LOCAL ATTORNEY FROM FINDING SOLUTIONS

Posted On 10/21/2010

ESTATE TAX UNCERTAINTY DOESN’T STOP LOCAL ATTORNEY  FROM FINDING SOLUTIONS

MINNEAPOLIS, MN–Even though Congress has not yet acted on the sunset of the law concerning the Federal Estate Tax (which would result in taxing estates over $1 million starting in 2011), Attorney Jeff Molever is making sure he's prepared for what unfolds.  Mr. Molever atternded an educational conference the first week of October in San Diego, CA, hosted by the American Academy of Estate Planning Attorneys.  The conference focused on planning strategies to handle the estate tax uncertainty. 

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BLOG—The Healing Power of The Health Care Directive

Posted On 10/19/2010

The Healing Power of The Health Care Directive

Many of us remember the Terri Schiavo saga.  Terri Schiavo was a 26-year-old woman who in 1990 collapsed in her Florida home and spent several minutes deprived of oxygen, leaving her with a severe and permanent mental disability.  Terri was hospitalized and largely unresponsive until her death in 2005 at age 41.  Her death was the result of a long and drawn-out court battle between her husband and her parents over whether to end her life.

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BLOG—Help Deciding Whether or Not to Be an Organ Donor

Posted On 9/21/2010

Help Deciding Whether or Not to Be an Organ Donor

Whether someone retains us to prepare a Living Trust Plan, a Will Plan or simply a Durable Power of Attorney, a Health Care Directive is always included.  This important document allows someone to name health care agents to speak for them if they are unable to decide or speak for themselves.

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BLOG—The View from the Front Desk

Posted On 8/24/2010

The View from the Front Desk

I have never known of anyone who didn’t like a good improvement story.  Books and movies that feature a main character who is initially caught in unfortunate circumstances but who, in the end, becomes prosperous or happy, are perennial favorites.  “Before” and “after” photos of homes that have been remodeled, or people who have gotten into shape or have undergone makeovers, are inspirational for everyone who hopes to achieve similar results in their own lives.  Having been an administrative assistant at The Molever Law Firm for the past eight years, I have been privileged to witness a steady stream of improvement stories in the making.

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BLOG—Why Estate Planning is for YOUNG Parents Too

Posted On 8/5/2010

Why Estate Planning is for YOUNG Parents Too

Although I never like to think about what would happen to my children if something were to happen to my spouse and me, it is important that I do, both for my sake and especially for the sake of my children.  As a mother of three minor children (ages 8, 5 and 2), not only do I believe it is my responsibility to care for them while I am alive, but I also believe it is my responsibility to ensure they are cared for upon my death.

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BLOG—Does your life insurance make YOU a millionaire?

Posted On 6/21/2010

Does your life insurance make YOU a millionaire?

Most people who carry life insurance policies with sizeable death benefits would not consider themselves millionaires.  However, at death, the IRS will consider you a millionaire if you die owning a large life insurance policy.  Why?  You probably heard the life insurance agent sell the “tax free” death benefit to your beneficiaries.  However, the agent likely failed to mention that life insurance proceeds are only income tax free.  Life insurance proceeds are not estate tax free!  The entire death benefit is included in the estate of the decedent. 

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Local Estate Planning Attorney Jeff Molever Speaks at Hadassah's Upper Midwest Region Conference

Posted On 5/18/2010

MINNEAPOLIS, MN - Attorney Jeff Molever spoke at the Hadassah Upper Midwest Region Conference entitled Life is Changing; What About Me? on May 16, 2010.

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LOCAL ATTORNEY PUTS CLIENTS FIRST

Posted On 5/4/2010

LOCAL ATTORNEY PUTS CLIENTS FIRST
Attorney Jeff Molever Attends National Conference to Learn Cutting-Edge Techniques from Leading Estate Planning Experts

 MINNEAPOLIS, MN – Attorney Jeff Molever attended an educational conference in Boston, MA, the last week of April hosted by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys with research and vital updates in estate, tax and business planning laws since 1993. Estate Planning Attorneys help shape the financial stability and legacy left behind for client’s future generations and Mr. Molever does not take that lightly. Mr. Molever received training on Middle Class Asset Protection and Roth IRA Conversions in 2010 and Beyond.

 

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LOCAL ATTORNEY JEFF MOLEVER APPOINTED TO BOARD OF GOVERNORS

Posted On 5/4/2010

LOCAL ATTORNEY JEFF MOLEVER APPOINTED TO BOARD OF GOVERNORS

MINNEAPOLIS, MNThe American Academy of Estate Planning Attorneys is pleased to announce that Jeff Molever, Attorney at Law, has been appointed to the Academy's national Board of Governors.

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2009 Client Appreciation Seminar a Success!

Posted On 11/20/2009

More than 150 clients of The Molever Law Firm traveled across the Metro area to attend the 2009 Client Appreciation Seminar on Saturday, November 14. Clients were treated to a Continental Breakfast while visiting with the firm’s staff members.  Co-founders Jeff Molever and Cathy Molever, and Attorney Kim Frank believe in keeping their clients informed and discussed the basics of a Molever Law Firm Estate Plan, How to Fund a Trust, and What Happens After You Die. Guest speaker topics included Cabin Trusts and Long-Term Care Insurance.  Please direct inquiries to info@molever.com or call The Molever Law Firm at (763) 595-9292.

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MINNEAPOLIS ATTORNEY ACQUIRES VITAL ESTATE PLANNING TRAINING AT NATIONAL CONFERENCE

Posted On 10/15/2009

MINNEAPOLIS, MN – Estate Planning Attorney Jeffrey P. Molever attended an educational conference in San Diego, CA, sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys with research and vital updates in estate, tax and business planning law since 1993. The advanced educational training included Asset Protection Strategies with noted author and speaker Jay Adkisson, Probate and Trust Administration presented by Dennis Sandoval, highly sought after estate planning and elder law attorney, and Bombproofing Your Trust presented by nationally recognized attorney Bruce Ross. Further training focused on Funeral Trusts and Recent Developments on Estate Tax Update Legislation and Regaining Capacity. In addition to these important and timely topics, other sessions focused on the specific responsibilities that almost all pet owners have when planning their estates to avoid having family pets “inherited by a local shelter.”

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Jeffrey P. Molever Selected 2009 Minnesota Super Lawyer

Posted On 8/4/2009

MINNEAPOLIS, MN – August 4, 2009 – In a recent study by Law & Politics Magazine, Jeffrey P. Molever, co-founder of The Molever Law Firm, was named in the top 5 percent of Minnesota attorneys in the area of Estate Planning & Probate. The findings are published in the August 2009 issues of Minnesota Law & Politics, Mpls.St.Paul Magazine and Twin Cities Business. This is the fourth consecutive year that Mr. Molever has earned this prestigious designation.

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Watch for us on FOX 9 News!

Posted On 7/10/2009

FOX 9 News will be airing an exclusive interview with The Molever Law Firm on Saturday, July 18, 2009, during their 6 p.m. newscast (subject to scheduling changes).  Jeff and Cathy Molever will be speaking about the history of the firm along with providing estate planning advice.

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Local Estate Planning Attorney Invited to Speak at Annual Conference

Posted On 7/10/2009

On June 16, 2009, Attorney Jeffrey P. Molever spoke at the 27th Annual Minnesota Society of Certified Public Accountants Estate & Personal Financial Planning Conference.

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Michael Jackson's Death - Why YOU Need Your Estate Planning Documents in Order

Posted On 6/29/2009

The sudden death of Michael Jackson serves as a reminder to everyone that, no matter your age, you need to have your estate planning in order. The pop superstar died on Thursday, June 25th at 50 years old. The media is speculating as to how his estate will be handled and the future of his young children. No public statement has been made in regard to his personal planning and the media and the nation will wait anxiously to see how this unfolds. If Michael Jackson prepared a Trust the public will most likely never know the details as it will be held private, however, if he had a Will it becomes part of public record. In the state of California, a Will needs to be presented within 30 days. Jackson's assets, royalties and the amount of debt he had accumulated most likely will lead to lengthy battles over his estate.

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American Academy of Estate Planning Attorneys Recognized by Money Magazine Again

Posted On 5/29/2009

Carolyn Bigdas article "Rethink Your Legacy" in the June issue of Money Magazine explores the five questions you should be asking regarding your estate. The article recommends the American Academys website, www.aaepa.com, as a source to find a qualified estate planning attorney. The Associate Director of Education at the Academy, Steve Hartnett, was also interviewed in the article and lent his expertise to one of the five questions. This is the fifth mention of finding a quality attorney on the American Academys members list by Money Magazine in the last 21 issues.

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Recognized by <i>Money Magazine</i> Again


Local Attorneys Attend Exclusive Estate Planning Conference in Memphis, TN

Posted On 5/11/2009

MINNEAPOLIS, MN- Attorneys Jeffrey P. Molever, Cathy F. Molever, and Kimberly L. Frank, and staff members attended an educational conference in Memphis, TN, sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys since 1993 with research and vital updates in estate, tax and business planning law. The advanced training included Estate Planning Tools in a Low Interest Rate Environment, Adding Special Needs to Your Practice, and Medicaid Planning under DRA: The Medicaid Irrevocable Income Only Trust. Additional training focused on Using Legacy Wealth Planning to Meet the Needs of the Next Generation and Protecting the Institutionalized Spouse.

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Consumer Reports Recommends American Academy

Posted On 1/29/2009

The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article “How to Avoid Inheritance Feuds” focuses on techniques for avoiding conflict after a loved one passes away.

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Money Magazine Recognizes American Academy!

Posted On 12/26/2008

In the January 2009 issue of Money Magazine, Walecia Konrads article entitled "Keep It In The Family" focuses on making sure the wealth youve worked so hard to accumulate will go to the people you love.

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Attorney Jeffrey P. Molever Attends Summit Meeting

Posted On 10/26/2008

Attorney Jeffrey P. Molever recently returned from the American Academy of Estate Planning Attorneys 2007 Fall Summit in San Diego, CA. Jeff Molever participated in valuable educational sessions and received the latest updates on Estate Planning, Special Needs Planning, Advanced Trusts and Basic Annuity Planning.

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American Academy Awards Fellow Designation to Jeffrey Molever

Posted On 9/11/2008

MINNEAPOLIS, MN – September 11, 2008 – The American Academy of Estate Planning Attorneys (AAEPA) announced that Jeffrey P. Molever of The Molever Law Firm has been awarded the Academy Fellow designation. The Fellow program recognizes Academy Members who demonstrate advanced expertise and significant practical experience in the estate planning, trust, tax planning, guardianship, probate and estate administration fields.

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Jeffrey P. Molever Again Selected Minnesota Super Lawyer

Posted On 8/1/2008

MINNEAPOLIS, MN – August 1, 2008 – In a recent study by Law & Politics Magazine, Jeffrey P. Molever, co-founder of The Molever Law Firm, was named in the top 5 percent of Minnesota attorneys in the area of Estate Planning & Probate. The findings are published in the August 2008 issues of Minnesota Law & Politics, Mpls.St.Paul Magazine and Twin Cities Business.

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Local Attorneys and Staff Attend Leading Edge Estate Planning Conference

Posted On 5/8/2008

MINNEAPOLIS, MN - Estate Planning Attorneys, Jeffrey P. Molever and Kimberly L. Frank, and staff members attended an educational conference in Denver, Colorado, in early May sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys with research and vital updates in estate, tax and business planning law. The Academy provided estate planning educational training on: Irrevocable Life Insurance Trusts, Veterans Aid and Attendance Benefits, Ethical Planning, Representing Trustees, Addressing Problem Assets and Trust Administration. Additional training focused on the innovative planning techniques with Legacy Wealth Planning and Funeral Trusts.

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The Molever Law Firm Mentioned in Lavender Magazine!

Posted On 3/28/2008

Jeffrey P. Molever and Kimberly L. Frank were interviewed by Lavender Magazine writer Russell Remmick for his article, " Trust in Your Lawyers" in the March 28, 2008 Issue. The article was part of the “GLBT Families and Weddings Issue” that included articles focusing on GLBT Weddings, Laws and Families.

The "Trust in Your Lawyers" article goes into detail about why clients can be comfortable when it comes to trusting The Molever Law Firm. The firm handles some of the most important aspects that the GLBT community has to address with special care including estate planning, asset protection and tax planning.

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American Academy Mentioned Again in Money Magazine!

Posted On 3/18/2008

Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article "A Midlife Money Checkup" in the March 2008 Issue.

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American Academy Recommended by Nationally Syndicated Talk Show Host

Posted On 12/20/2007

The John Tesh Radio Show recommended the American Academy as a resource for finding an estate planning attorney. The segment focusing on money and finance originally aired in September 2007 and was repeated in December 2007.

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American Academy Mentioned in Money Magazine

Posted On 10/25/2007

The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money Magazine is that you search for a member of the American Academy of Estate Planning Attorneys: "To find a lawyer, ask friends and colleagues for recommendations or get referrals online at the website of the American Academy of Estate Planning Attorneys (aaepa.com)."

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Jeffrey P. Molever Selected Minnesota Super Lawyer 2007 for 2nd Consecutive Year

Posted On 8/1/2007

MINNEAPOLIS, MN – August 1, 2007 – In a recent study by Law & Politics Magazine, Jeffrey P. Molever, founder of The Molever Law Firm, was named in the top 5 percent of Minnesota attorneys in the area of Estate Planning & Probate.

READ MORE Read the article titled: Jeffrey P. Molever Selected Minnesota Super Lawyer 2007 for 2nd Consecutive Year


Attorney Kimberly L. Frank Joins The Molever Law Firm

Posted On 4/10/2007

The Molever Law Firm is pleased to announce the hiring of Kimberly L. Frank, Attorney at Law. Kim brings to the firm her experience in estate planning, probate and trust administration, residential and commercial real estate, and general business transactions.

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Attorney Jeff Molever Completes Extensive IRA Training

Posted On 8/15/2006

Estate Planning Attorney, Jeff Molever, recently completed in-depth training on planning with IRAs at an educational conference in Las Vegas. The instructor is the nationally known IRA expert, Ed Slott. Mr. Slott is the author of the widely acclaimed book, “The Retirement Savings Bomb…and How to Defuse It.” He has lectured extensively for years to financial professionals across the country on the complex IRA rules and how to properly plan to preserve and then transfer IRAs to family members.

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