简介

Jolene Cutshall is an advisor for high net worth individuals, trustees, beneficiaries and fiduciaries on trusts and estates matters.
Jolene’s commitment to clients includes:
  • Reviewing, analyzing, designing and implementing estate planning techniques for high net worth individuals, including tax-planning strategies and the preparation of wills, trust agreements and related documents necessary to implement the estate design
  • Representing individual and corporate trustees in the administration of trusts and estates and in matters relating to fiduciary duties and powers, proper investments, and interpretation of trust agreements and wills
  • Administering and distributing complex estates and trusts; preparing federal and state estate tax returns, federal and state individual and fiduciary income tax returns, and federal gift tax returns
  • Representing interests in cases involving undue influence, breach of fiduciary duty, fee disputes, improper investment of trust assets and related fiduciary issues
  • Representing beneficiaries and fiduciaries of estates and trusts in protecting their beneficial interests and advising on proper conduct of fiduciaries
  • Representing clients in litigation and on appeal in estate and trust-related matters 
  • Representing individuals in connection with charitable giving, including formation of family foundations
  • Representing individual clients in connection with asset protection planning, including formation of trusts, implementation and administration of gifting programs, and titling of assets

服务和行业

资质

执业资格

Minnesota

教育

University of Nebraska College of Law
J.D. (1998)

荣誉

  • Phi Beta Kappa
  • Kappa Tau Alpha
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