April counsels on the gamut of issues arising in probate and trust administration; estate and incapacity, business, and tax planning; and guardianship and conservatorship. Clients enjoy April’s mixture of attention to detail, relish for difficult legal questions, and proactive commitment to making the law, the numbers, and the relationships work together.

Experience

  • Spousal Lifetime Assets Trust: Assist client to assess gift, estate, and generation-skipping tax impact while meeting distribution goals from a trust drafted in an asset-protection jurisdiction, co-counseling with attorney in that jurisdiction.
  • Lifetime Marital QTIP: Assess viability of delayed qualified terminable interest property election strategy, and project estimated estate tax savings for client.
  • Custom formal probate filings where internet-drafted will created unusual will construction issues.
  • Funding plan and tax projections for taxable estates disproportionately held in pre-tax retirement accounts.

Credentials

Education

University of Georgia, J.D.; magna cum laude

Huntington College, B.A., History; summa cum laude

Admissions

  • Minnesota

Affiliations

Professional Associations

  • Minnesota State Bar Association – Elder Law Section and Probate, Trusts, and Estates Section
  • Minnesota Christian Legal Society
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