Credit Shelter Trust for Minnesota Farmers

Описание: Minnesota farm families are often surprised to learn that the Minnesota estate tax exemption is only $3 million per person. With today’s land values, machinery, livestock, and retirement accounts, many farms exceed that threshold quickly.

In this video, Jason Wagner, The Farm Lawyer, explains how revocable trusts, disclaimer trusts, formula-funded credit shelter trusts, and the family farmland deduction can help married couples maximize both spouses’ exemptions — potentially protecting up to $5 million or more from Minnesota estate tax.

If you own farmland in Minnesota, estate tax planning isn’t optional — it’s essential.

I’m Jason Wagner, a farm succession attorney and owner of Wagner Oehler, Ltd. I was born and raised on a farm in Wabasha County, Minnesota, and I help families across the Midwest protect their land, navigate estate and succession plans, and pass on their farms with confidence. You can find me at www.farmlawyer.com or www.wagnerlegalmn.com.

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💻 www.wagnerlegalmn.com/contact-us

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