Practice Areas

• Business Law
• Real Estate
• Wills, Trusts, Estate Planning, Probate and Trust Administration

Experience

Representative experience and transactions include:

• Represented individuals with estate planning, including:
  • Preparing wills and health care power of attorneys.
  • Counseling owners of closely-held family businesses on issues of intergenerational transfers and businesses succession planning.
  • Representation of personal representatives with the probate and administration of estates.
• Advising trustees and trust beneficiaries regarding:
• All aspects of trust administration.
• Resolution of disputed trust matters.
• Fiduciary duties, distributions and creditor protection.
• Counsel to closely-held businesses, including family owned businesses with:
  • Entity selection and formation
  • Entity operation, employment matters, contract negotiation and insurance issues
  • Structuring buy-sell agreements and succession planning
  • Entity acquisition, sales and mergers
  • Debt and equity financing
• Represents real estate owners and developers with various real estate transactions, including:
  • Organization and maintenance of condominium projects and home owners associations
  • Preparation and review of purchase agreements and disclosure statements
  • Review of title policies, financing documents and closing statements
  • Commercial and residential lease agreements
  • Preparation of easements, licenses and mechanics liens
• Working with clients regarding appointment of guardians and conservators for minors or adults in need of assistance

Education

• J.D., University of South Dakota School of Law (2006)
• B.A., University of Sioux Falls (1998)

Associations

• Sioux Falls Estate Planning Council
• State Bar of South Dakota
• Minnesota State Bar Association
• American Bar Association

Admitted to Practice

• South Dakota
• Minnesota