Mark W. Balzarini
Mark Balzarini practices in the areas of trusts and estates with a focus in estate planning and farm transition planning. Over the years he has assisted many clients in planning their estate through the appropriate use of trusts, wills, powers of attorney, health care directives and business entities. He has assisted numerous trustees and personal representatives through the process of administering estates and trusts. He has worked with many farm and business owners as they work out the successful transition of their farm and business.
He enjoys most having the opportunity to help bring the peace of mind for his clients that their estate and succession plans will work.
Assistant
- Tabitha L. Long
- [email protected]
- Phone: 507-825-8601
Experience
- Represented clients in estate planning using trusts, wills, powers of attorney, and health care directives.
- Represented clients in estate and gift tax planning through the proper use of estate tax exemptions and discount planning.
- Represented clients through the process of administering the estates and trusts of their family members and loved ones.
- Represented clients in transitioning their farms and businesses using various estate and business entity options.
- Represented clients in gift planning using various estate planning options.
- Represented clients in long term care planning with the objective to protect assets through the appropriate use trusts, business entities, and gifting.
In The News
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Mark W. Balzarinihttps://hjlawfirm.com/author/mbalzarini/
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Thought Leadership
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Mark W. Balzarinihttps://hjlawfirm.com/author/mbalzarini/
Affiliations:
- Member, Minnesota State Bar Association
- Member, Wealth Counsel
- Member, Rochester Estate Planning Council
Past Seminars
- Legal & Business Issues Affecting Contractors 2020
- 2019 Community Association Fall Seminar
- CLE: Millennials and Gen Xers Are in Your Jury – Are You Ready?
- 2019 Community Association Spring Seminar
- 2019 Community Association Spring Seminar
- Legal and Business Issues Affecting Contractors 2019
- Community Association Seminar Fall 2018
- Divorce Litigation from Start to Finish
- New Overtime Rules Seminar 2016
- Second Saturday Divorce Seminar
- Community Association Seminar Fall 2016
- Revocable Living Trusts from Start to Finish
- Entertainment Law
- Revocable Trusts from A to Z
- Business Decisions You Can Bank On
- Cyberliability Insurance Session
- Intellectual Property – Armor for Entrepreneurs
- Small Business Series: Wage and Hour Issues
- Mastering Fiduciary Accounting Income
- Small Business Series: Succession Planning
- Drafting IRA Trusts
- Proactive vs. Reactive: Charitable Giving Seminar
- 2017 Women’s Entrepreneurship Conference
- Small Business Series: Intellectual Property
- Community Association Seminar Spring 2017
- Trusts From A to Z
- 2017 Probate & Trust Law Conference
- What Can You Do With Property Nobody Wants?
- How Not to Get Sued
- Estate Planning: The Ultimate Guide
- How To Get It Done: A Homeowners Guide
- Accommodation Requests Under the Fair Housing Act
- Small Business Series: Business Banking
- Legal and Business Issues Affecting Contractors 2017
- Commercial RE Seminar: Environmental Due Diligence
- ABA Property Insurance Law Spring CLE Conference
- Community Association Seminar Spring 2018
- Preventative Maintenance & Const. Defect Claims
- Single Member LLCs
- Revocable Living Trusts 101
- Trust Taxation: The Ultimate Guide
- Legal and Business Issues Affecting Contractors 2018
- Intellectual Property: Start to Finish
- 2017 Greater Mankato MHA Conference and Trade Show
- Community Association Seminar Fall 2017
- Drafting IRA Trusts
- Small Business Series: Non-Competes & More
- Rochester Community Association Seminar 2017
- What’s Your End Game? Succession Planning
- Handling the Sale of a Business
- “Guilty Until Proven Innocent” Flooring Seminar