Alison Midden and Paula Stumne Speak on Lead Trusts

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January 27, 2015

Briggs and Morgan shareholders Alison Midden and Paula Stumne spoke on the topic of lead trusts at the Minnesota Planned Giving Council’s Breakfast Meeting and Education Program on January 27. The MPGC works to maximize philanthropy throughout Minnesota for the public good by providing education and programming that advances the knowledge and value of gift planning.

Midden is co-chair of the firm’s Estate Planning and Administration Section and advises clients on estate, gift, and generation-skipping transfer taxes, charitable planning, asset-protection planning and disability planning. She also works with a variety of tax-exempt corporations and charitable trusts, helping organizations obtain and keep tax-exempt status, and advising on governance, structure, and compliance with federal and state tax law.

Stumne is a member of the Estate Planning and Administration Section and helps individuals and families craft estate plans to attain their goals and objectives, including the preparation of wills, trusts, health care directives, durable powers of attorney and related documents. She also advises clients on estate, gift and generation-skipping tax issues, as well as income tax issues associated with estate planning.