Attorney Margaret M. Cook of Wagner Oehler, Ltd. explains the benefits of a having a Special Needs Trust for children or grandchildren.
Since our founding in 1973, we have provided exceptional legal advice. The professionals at Wagner Oehler have many years of experience in estate planning, probate, agricultural and business law, and real estate. We take great pride in meeting the legal needs of our rural and small town clients as well as our clients in Rochester, Red Wing, St. Charles, and surrounding communities.
Sometimes we tend to think only the ultra-rich need an estate plan. However, everyone already has an estate plan! Even if you don’t have a will, your assets will eventually pass to your loved ones and be subject to the default rules. Through estate planning, you can guide the way in which your assets will eventually pass. Our attorneys understand all the complexities of estate planning and help you have a better understanding of estate planning concepts so you can start to take control of your estate plan and ensure your wishes are honored. Our firm is proud to have crafted estate plans that have been meaningful for multiple generations of families in Rochester and throughout Southeastern Minnesota.
For farmers in Southeastern Minnesota, the family farm is more than just the land and business – it is a way of life. Planning for the next generation is often a top priority for farmers. There are a number of strategies farmers can use to pass the farm down to the next generation including family limited partnerships and other limited liability entities, trusts, and lifetime gifting. Our attorneys are experienced in farm entities, trusts, and other methods for creating the right succession plan for you. We also work with retiring farms without successors to create a plan to allow them to exit farming with dignity while minimizing the tax impact.
Medical Assistance is Minnesota’s public health care program that provides necessary medical services for the elderly and disabled. Medical Assistance provides payment for nursing home and other long-term care services when you are unable to do so yourself. In order to be eligible for Medical Assistance you must be a Minnesota resident and a United States Citizen or have the proper immigration status. You must also be 65 or older, blind or disabled, and meet certain income and asset requirements. Medical Assistance rules are extremely complex and change often. Understanding your options and planning for long-term care can help you protect your assets. Whether you’re in the initial planning stages or need help completing the Medical Assistance application and facilitating a spenddown, our attorneys are here to help.
International estate planning is an important and increasing part of our practice being in Rochester. Attorney Jennifer Gumbel brings a special focus to the firm with this niche area of the law. Learn more in this video.
Listen to Attorney Jen Gumbel of Wagner Oehler, Ltd. discuss the Biden Tax Plan and how it may impact your estate plan. To meet with Attorney Jen Gumbel or another attorney at Wagner Oehler, Ltd., give us a call at (507) 288-5567!
Attorney Jennifer A. Gumbel of Wagner Oehler, Ltd. explains what to do with the estate plan materials we’ve prepared for you and when is a good time to have your estate plan reviewed!
Attorney Jennifer A. Gumbel explains how we help transfer assets after someone has passed away. Providing as much information as possible early on in the process helps our attorneys with the legal process.
Attorney Jennifer A. Gumbel explains what to do with your estate plan documents after you signed them at our office and when to come in to have your estate plan updated.
Attorney Alyssa K. Jerde of Wagner Oehler, Ltd. explains the benefits of forming a business.