Lakeview Trust & Estate Law, PLLC

07/15/2022

Our small, but very busy, trust and estate law office in Ottertail, MN is looking for an administrative assistant to add to our team.
The successful applicant will have (1) a detail orientated and organized work style; (2) sound computer skills; (3) the ability to work independently and as a team; (4) an outstanding capability to prioritize tasks and manage time; and, (5) an understanding of and unwavering commitment to confidentiality. Previous experience not required.
Key responsibilities are to provide a range of clerical and administrative duties to enhance office efficiency, which includes: scanning documents; compiling binders; opening and maintaining files and electronic databases; utilizing client management software; and, maintaining and updating reference materials. Will consider full or part time. Salary depends on experience. To apply please forward a resume and cover letter to the email listed on the contact page of our website.

06/30/2022

It’s graduation time! Make sure your graduates have signed their powers of attorney, health care directives, and HIPAA authorizations before you send them off into the world!

06/07/2022

Lots of people call and tell us things like "I just want to do a deed to give my real estate to my children." Potential clients think it is a simple transaction. We tell them that we need a lot of information before we are willing to assist them with that project. Sometimes people get angry and can't understand why we won't just draft a deed without knowing all of their additional information. However, our advice is only as good as the information we have. A "simple" deed to children can have serious consequences with respect to Medical Assistance eligibility, estate taxes, gift taxes, and income taxes. Other serious problems can occur if a child dies, gets divorced, or has financial difficulties. We want clients to go into these transactions knowing all of the consequences and making an educated decision. Often people do not realize the other options that are available. It may be that a deed is all they need but we can't help them know all of the consequences and make an educated decision if we don't know all of the facts! We bill on a flat fee basis, so if people only need a deed that’s what they get charged for. But we will never just draft a deed without knowing someone’s entire situation! Otherwise, we wouldn’t be doing a good job! Everything we learn is kept confidential.

Visit this link for more information about deeding real estate to children:
https://static1.squarespace.com/static/54931133e4b0f45ce66817aa/t/5b6cdb0ecd8366a919878ebb/1533860623233/Pros+and+Cons+of+transferring+a+home+outright+to+child.pdf

12/23/2021

04/23/2021

We are thrilled to be expanding into our new space to better accommodate our clients next week! However, we ask for your patience as we make this transition as our availability will be sporadic and a bit of exterior construction/landscaping is still being finished up.

10/08/2020

PUBLIC SERVICE ANOUNCEMENT: If you get a letter from a research company reminding you to file your annual MN LLC renewal and telling you to pay them $55 to do so, don’t! You can complete your renewal online for free in less than five minutes at the MN Secretary of State’s website. If you forget and have to reinstate your company, currently the SOS’s office charges $45 to do so, which is less than this company is charging to take care of filing that free annual
renewal for you. (This is a copy of a letter they sent to remind us to file our law firm’s LLC annual renewal.)

07/31/2020

A system-wide outage in our area has resulted in our phone lines being down. We are sorry for any inconvenience.

07/04/2020

06/15/2020

We are excited to announce we have broke ground on a new office space to better enable us to serve our clients. The new office will be located just down the road from our current office on the SW corner of HWY 78 and 108 in Ottertail. The new building will also have separate space available for rent.

05/23/2020

“Who gets Grandma’s Yellow Pie Plate” is a great resource for helping you walk through decisions about personal property.