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


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

Affiliations:

  • Member, Minnesota State Bar Association
  • Member, Wealth Counsel
  • Member, Rochester Estate Planning Council

Past Seminars