Stacey K. Nelson

Senior Paralegal

Overview

Stacey Nelson supports attorneys on estate and trust administration, estate planning, and court matters relating to trusts and estates.
Stacey’s expertise includes:
  • Preparing federal and multiple state estate tax returns and related elections
  • Reviewing fiduciary income tax returns and related fiduciary income tax considerations during trust and estate administration
  • Preparing and reviewing federal gift tax returns and related elections
  • Preparing probate and trust hearing pleadings to be filed with courts located in multiple counties and states
  •   Working with trustees on estate and trust accountings, both informally and for trusts under court supervision
  • Preparing estate planning flowcharts including calculating potential estate taxes due and disposition of estate and trust assets
  • Identifying, discovering, valuing and collecting estate and trust assets
  • Coordinating process and preparing required documents relating to change of trustees
  • Preparing distribution schedules and assisting in making distributions to beneficiaries
  • Preparing deeds and other real estate transfer documents and coordinating with title companies and other law firms on real estate matters in multiple states
  • Completing transfer of ownership forms and beneficiary designations relating to retirement plan assets, life insurance and corporate entities
  • Coordinating daily with clients, their financial advisors, accountants and other professionals on estate planning and trust and estate administration matters
  • Preparing nonjudicial settlement agreements and coordinating execution by all parties
  • E-filing documents in probate and trust court matters
  • Monitoring court docket and filings

Personal Interests

Stacey enjoys taking road trips with her family, cheering for her sons during their basketball and football games, exploring Minnesota state parks and reading with her book club. Stacey grew up on a farm in southern Minnesota and is thankful that her sons have a connection with the farming community.

Services & Industries

Credentials

Certifications

Legal Lean Sigma™ White Belt

Education

Minnesota State University, Mankato
B.S. in Political Science (1996)

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