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 Anne L. Bjerken
Tel: 612/632-3432
Fax: 612/632-4432
Attorney - Minneapolis
anne.bjerken@gpmlaw.com
Support Staff: Lynn Larson, 612/632-3431
Anne Bjerken is an associate at Gray Plant Mooty and practices within the Trust, Estate & Charitable Planning Group. Anne is a member of the Minnesota State Bar Association, First District Bar Association, and Minnesota Women Lawyers.
Anne concentrates on estate planning for simple to very complex estates, and estate and trust administration. She helps all types of families attain their estate planning, charitable giving, and business succession goals. After the death of a loved one, Anne assists families with the administration and distribution of the probate estate or trust assets, preparation of estate and fiduciary tax returns, and resolution of estate and trust controversies. Anne has frequently spoken to groups on the topics of basic wills, marital deduction planning, revocable trusts, insurance trusts, probate, health care directives, powers of attorney, and other general estate planning techniques.
Anne grew up and still resides in South St. Paul, MN. She graduated from the College of Saint Catherine magna cum laude and Phi Beta Kappa with a degree in Sociology, and received her law degree at the University of Minnesota Law School, cum laude. Anne is admitted to practice in Minnesota and the US District Court, District of Minnesota. Anne is admitted to practice in Minnesota and the US District Court, District of Minnesota, and was recently named a 2008 "Up & Coming Attorney" by Minnesota Lawyer.
EXPERIENCE - Advising clients on estate planning options
- Estate administration
- Prepare estate planning documents such as wills, revocable trusts, irrevocable life insurance trusts (ILIT), grantor retained annuity trusts (GRAT), supplemental needs trusts, qualified domestic trusts (QDOT), qualified personal residence trusts (QPRT), charitable remainder trusts (CRT), family and educational foundations, community property agreements, disclaimers, health care directives, beneficiary designations, and powers of attorney.
- Charitable planning
- Business succession planning
- Trust administration including preparation of court documents and accounts
- International estate planning
- Estate and trust litigation
- Preparation of estate, gift, and fiduciary tax returns
PUBLICATIONS & PRESENTATIONS
Estate Planning 101, Ameriprise Financial, Inc., April 17, 2008
You are an Executor of an Estate, Now What?, Gray Plant Mooty Estate Planning Seminar, September 2007
COMMUNITY INVOLVEMENT Wingspan Life Resources, board member since 2007
Wills For Heroes, MN State Bar Association, pro bono volunteer
College of St. Catherine, International Institute of Women Entrepreneurs
Chrysalis Pro Bono Safety Project, Pro Bono Volunteer
South St. Paul Restorative Justice Council, Volunteer
Leukemia & Lymphoma Society, Minnesota Chapter, Volunteer and Fundraiser
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