Introduction
Dana is a shareholder in the Trusts & Estates Group at Fredrikson & Byron. Her practice focuses on tax and estate planning for individuals and families. Dana’s practice also involves business succession planning, charitable giving, estate administration, tax controversies, and trust litigation.
Education
- William Mitchell College of Law, J.D., 1999, cum laude
- St. Cloud State University, B.S., Accounting & Economics, 1993, summa cum laude
Bar Admissions
- Minnesota, 1999
Practice Areas
Selected Publications & Presentations
- “Decanting Irrevocable Trusts,” Minnesota State Bar Association 37th Annual Probate & Trust Law Section Conference, June 2011
- “A Tax Primer for the Trusts and Estates Attorney,” Minnesota Continuing Legal Education, April 2011
- “Interpreting and Applying the Final Regulations under Section 2053,” Minnesota State Bar Association 36th Annual Probate & Trust Law Section Conference, June 2010
- “Estate Planning Tools for Uncertain Times,” Minnesota Continuing Legal Education, October 2009
- “Estates and Trusts: Mastering Complex Income Tax Issues,”
- “Estate Planning in a Depressed Economy: How to Use it to Your Client’s Advantage,” Minnesota Continuing Legal Education, January & June 2009
- “Estate Planning Opportunities Using Sophisticated Tools,”
- “Exit Strategies,” Women’s Business Development Center of Minnesota, October 2008
- “Revocable Trusts: Practical and Technical Considerations,” Minnesota Continuing Legal Education, July 2008
- “Basics of Revocable Trusts,” Minnesota State Bar Association 34th Annual Probate & Trust Law Section Conference, June 2008
- “Liquidity Issues in Estate Planning,” Lorman Education Services National Teleconference, December 2007
- “The American Jobs Creation Act of 2004,” Fredrikson & Byron’s Trusts & Estates Newsletter, February 2005
- “Estate Planning for Executives,” Fredrikson & Byron’s Leadership Series for Women, June 2004
- “Advanced Estate Planning Techniques in Minnesota,” National Business Institute, October 2003
- “The Essentials of Estate and Charitable Planning,” Macalester College, October 2002
- “Estate Planning Basics,” 3M, May 2002
- “Gift Tax Returns and Gift Tax Strategies,” Minnesota Institute of Legal Education, February 2002
Professional Activities
- Hennepin County, Minnesota State and American Bar Associations
- Minnesota State Bar Association Trusts & Estates Litigation Subcommittee
- Minnesota Society of Certified Public Accountants
Honors & Distinctions
- Certified Public Accountant (inactive), Minnesota, 1993
- Named a Minnesota Rising Star Attorney, 2003-2011
Community Involvement
- Board Member of Accountability Minnesota
- Past Board Member of March of Dimes Twin Cities Chapter
- St. Cloud State University Student Mentor