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Newsletter

We publish and distribute our newsletter quarterly. Each newsletter includes information that we think you will find relevant. We also include updates to Minnesota and federal law in the areas of estate planning, business law, real estate, nonprofit law, and farm law. Many clients and advisors appreciate our newsletter as a primary source for relevant updates. Every article in our newsletter is drafted by one of our attorneys.

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If you prefer to receive our newsletter in the mail, please email our Marketing Lead at janice.domke@wagnerlegalmn.com or call the office at 507-288-5567.

Newsletter Archive

Spring 2023 Newsletter

Our latest newsletter includes: Are Non-Farming Heirs Entitled to a Farm Inheritance? Staff Updates The Importance of Having an Attorney Attending the Signing for Estate Plan Upcoming Events Spring 2023 Newsletter

Winter 2023 Newsletter

Our latest newsletter includes:

Estate and Gift Tax Update for 2023
2023 IRS Mileage Rate Announced
It's Planning Season

Fall 2022 Newsletter

Our latest newsletter includes:

— Estate Planning: Beneficiary Designations
— Meet Attorney Tousignant and Law Clerk Rasschaert!
— Retrieving Wild Game on Private Property

Summer 2022 Newsletter

Our latest newsletter includes:

— Estate planning provides a return on your investment
— When must a Minnesota estate tax return be filed?
— Are Minnesota residents and non-residents taxed differently?

Spring 2022 Newsletter

Our latest newsletter includes:

— When Do I Have to File a Gift Tax Return?
— Planning for Minnesota Estate Tax
— Meet Legal Assistant Ashley Christie
— Is Anyone Entitled to an Inheritance?

Winter 2022 Newsletter

Our latest newsletter includes:

— Winona Office is Open
— Attorney Alyssa K. Jerde is Partner
— Congratulations to Attorney Osland
— Welcome New Employees
— Two Ways Assets Move at Death
— Upcoming March Events

Fall 2021 Newsletter

Our latest newsletter includes:

— Estate Tax Update
—Think About Your Trust If You Acquire New Land
— Meet Tammy Scroggins!
— Awards Presented to Attorney Wagner and Attorney Osland
— Winona Office Being Opened

Summer 2021 Newsletter

Our latest newsletter includes:

— Solar and Wind Leases
— Out of State Property
— Meet Shannon Decker!
— Medical Assistance Planning
— Welcome, Baby Osland!

Spring 2021 Newsletter

Our latest newsletter includes:

— Welcome, Jennifer Gumbel!
— Obtaining Court Records Online
— Tax Day Extended
— 529 Plans and Estate Planning
— Spring Seminar Schedule

Fall 2020 Newsletter

Our latest newsletter includes:

— Co-owning land: What is a Partition Action?
— What Happens to an LLC when the Owner Dies?
— September was Life Insurance Month
— Safe Harvest Tips

Testimonials

Jason did a fantastic job working on our trust and business entities. He and his firm get five stars!!”

Becky Henry was great to work with. Her communication was awesome, even taking time for us on a Friday evening after hours. When we ran into a snag with the title company and home sale check, Becky took care of the details and again had great communi…”

We have worked with Jason for our will and health directive and my father also worked with him before his death. My dad was a hard sell and he really liked Jason and his care and concern. We have revised our will several times and Jason is always pro…”

Very satisfied with all of our business with Wagner law firm.”

The firm handled our complicated farmland sale successfully. It included a change in our partnership and a 1031 exchange as part of the process. It also involved multiple parties in 3 states working through the transactions together. Becky and Jennif…”

It was very nice to do business with the entire firm. Everyone was easy to work with and very professional.”

I just finished a real estate purchase. I honestly believe this whole transaction would not have been completed without the exceptional expertise, diligence and thoughtful consideration of Becky Henry. She is unflappable; probably because she is so k…”

My father and I worked with Alec and Becky and they were amazing! We quickly closed on our property and they helped us with the issues that arose while going thru the sale of the property. I will definitely use them again in the future.”

Jennifer went over my Will and other Directives to make sure everything was still in order and we took necessary steps to update other items. Very happy with the work she did.”

Becky Henry handled two farm real estate transactions for me during 2021. Becky was very professional, thorough, and always interested if I had any concerns or questions. I may purchase more land in 2022 and look forward to working with her again.”

We just worked with Becky Henry and Alec Osland on purchasing a property. Our experience was very positive. Our questions were answered immediately, and we were always kept in the loop. They were both very knowledgeable and reassuring, even with all…”

Our family worked with Jason Wagner and Tamara Scroggins on what turned out to be a very complicated sale of our family farm to a nonprofit conservation organization. They walked us through the process every step of the way, and personally committed…”

Becky Henry was great to work with. She was very thorough on her information and instructions and the closing process was very smooth. Everything was done in a timely manner. We would definitely work with her again in the future.”

Becky Henry did a good job handling the sale of our real estate. The sale was done very efficiently, and Becky always kept in contact as to the progress of the sale. We have worked with this law firm over the years and have been very satisfied with t…”

Alyssa Jerde was amazing helping us set up our trust and walking us thru it. She made it such an easy process. I would highly recommend her for all your estate needs.”

Our house sale was a delight to go through with Alec providing answers to our questions and concerns. The firm did an outstanding job with the details and maintained our timeline for the move. Thank you to the entire team from a satisfied customer.”

Working with Alec was so nice! He worked with us on the sale of our home and was always easy to contact…… even with a question on the weekend. It was seamless! He is personable and takes the time to explain options. We are so glad that we connect…”

We are very appreciative of the quick, professional help that we got from Becky and Cole in getting a closing done right at the end of the year. The process went smoothly even though there was just a short time to get it completed. Thanks for a good…”

Becky & Alec were extremely helpful throughout the process of selling my home. They were both patient with my questions and provided clear answers. I saved a good bit of money working with them and highly recommend them to anyone selling their home.”

Excellent legal advice. Reviewed all the legal options & consequences of our decisions. Helpful from start to finish.”

They turnaround their title work extremely quickly (faster than any attorney firm I've ever worked with in 40 plus years of banking), their fees are reasonable, and their people are absolutely "top notch" to work with.”

After moving to Minnesota from another state my husband and I needed someone to update our wills and trust and make any necessary changes to comply with both Minnesota regulations as well as our changing family situation. Jason is extremely capable a…”

The transaction went smoothly, and I felt welcome to ask questions.”

I hired Attorney Jason Wagner to assist me in resolving a claim related to an annuity I had received from a relative upon her death as well as resolving my claim as related to the validity of her will. Jason’s profile and that of his firm appea…”

I recommend Jennifer Gumbel to anyone that needs help with estate planning. Jennifer made the daunting process understandable and simple for me. Not only did she do this with kindness but it also was done in a very timely manner.”

Ward & Oehler are awesome!!”

We had them do our wills….great service!”

The best I know.”

Living overseas and selling farmland in MN was problematic, but Becky Henry made the process easy for me. Her work and advice led to a non-stressful close. Can’t thank her enough!!”

After my dad died my brother and I found out our dad had no will which left both of us clueless on where to start. We hired Jason right away and he made the whole process of going through the estate stress free. Without Jason’s knowledge of the…”

Bill is a great attorney! He’s served us/me well for many years!”

Very nice and quick service.”

Honest, professional, and down to earth.”

Becky Henry & Cole Tousignant were extremely helpful, knowledgeable, flexible and understanding throughout our entire process! We would recommend them for any of your needs!”

I recently purchased a condominium in Rochester, MN. As an out of state attorney, I knew that retaining competent counsel in Minnesota to represent me in the transaction was important. For that reason, I retained Jason Wagner and his firm. Jason did…”

They handled our Real Estate closing & did an awesome job. Becky Henry basically took care of everything for us – so smooth. Thanks!!”