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Let us guide you through the forest of tax law and estate planning.

Welcome to Jessica Croze

Jessica graduated from the University of California Hastings College of the Law in May of 2009 and took the California bar after graduation in July. She obtained a BA Degree at the University of California Los Angeles with a psychology major. Although a California native, Jessica moved to Minnesota with her fiancé following graduation.

Her main area of practice is family law but she has recently expanded into estate planning, wills, trusts and tax law. Her most recent summer associate positions during law school involved civil litigation revolving around real estate and employment law.

We are happy to have Jessica join our practice.

Increase to Amount before Probate Required

Before a recent change in the law, an individual could avoid probate at death if they did not own more than $20,000 of probatable assets. That amount has changed and is now $50,000. If you have any questions as to the significance of this change and how it affects you, please call our office.

Transfer on Death Deed

Last year Minnesota passed a law which enables individuals to have a Transfer on Death Deed (TODD) for real estate. Prior to this change in the law, an individual could use a Transfer on Death (TOD) designation for securities and a Payable on Death (POD) designation for bank accounts to avoid probate for these assets. Now individuals may use a TODD to avoid probate for real estate in Minnesota.

Please call our office if you wish to discuss the use of a TODD in your estate plan.

1345 Corporate Center Curve
Suite 205
Eagan, MN 55121

651-209-8925
651-209-8926 Fax

genelle@forsberglaw.com