Introduction
Dale, a Shareholder in the Trusts & Estates and Trusts & Estates Litigation Groups at Fredrikson & Byron, focuses on wealth transfer issues and trust and estate matters for individuals, families, and family offices including:
- Estate and tax planning and the preparation of wills, trusts and related documents
- Charitable gift planning and administration of charitable entities
- Trust and estate administration
- Premarital planning
- Trust and estate controversies
- Gift and estate tax controversies
Education
- William Mitchell College of Law, J.D., 1995, magna cum laude
- St. John’s University, B.A., Government 1991
Bar Admissions
- Minnesota, 1995
- North Dakota, 2010
- U.S. District Court for the District of Minnesota, 1995
Practice Areas
Selected Publications & Presentations
- “Real Estate Issues” Minnesota Trust Administration, Second Addition, August 2005
- “The Use of Family Limited Partnerships in Estate Planning,” 2005 Ethics and Estate Planning Symposium, April 2005
- “Minnesota Legislation Update,” Minnesota State Bar Association Probate and Trust Law Annual Seminar, June 2004
- “Minnesota Legislation Update,” Minnesota State Bar Association Probate and Trust Law Annual Seminar, June 2003
- “Minnesota Legislation Update,” Minnesota State Bar Association Probate and Trust Law Annual Seminar, June 2002
- “Minnesota Legislation Update,” Minnesota State Bar Association Probate and Trust Law Annual Seminar, June 2001
- “Post-Mortem Elections,” Minnesota Institute of Legal Education, January, 2001
- “Drafting Antenuptial and Postnuptial Agreements,” Minnesota Continuing Legal Education, January 2001
Professional Activities
- Fellow, American College of Trust and Estate Counsel (ACTEC), 2008 to present
- Content Editor of the Minnesota Probate and Trust Law Deskbook, 2004 to present
- Member of the Estate Planning Governing Council of the Probate and Trust Law Section, Minnesota State Bar Association, 2001 to 2009, past Secretary, Vice-Chair, and Chair
- Member of the Probate and Trust Law Section’s Legislation Committee, Minnesota State Bar Association, 1998 to present, Co-Chair 2000 to 2004
- Leadership Minneapolis Participant, Greater Minneapolis Chamber of Commerce, 1999 to 2000
- Board Member of Gillette Children’s Hospital, 2010 to present; Vice-Chair, 2010 to 2013
- Board Member of Gillette Children’s Hospital Foundation, St. Paul, Minnesota, 2008 and 2009
- Member of the Planned Giving Committee, Gillette Children’s Hospital,
- Member of the Planned Giving Committee,
- Adjunct Professor, Advanced Estate Planning,
Honors & Distinctions
- Minnesota Super Lawyer, Minnesota Super Lawyers magazine