Overview
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
Services & Industries
Credentials
Bar Admissions
Minnesota
Education
University of Nebraska College of Law
J.D. (1998)
Insights & Events
Honors
- Phi Beta Kappa
- Kappa Tau Alpha