Overview

Dale focuses his practice on wealth transfer issues and trust and estate matters for individuals, families and family offices.

His areas of expertise include:

  • 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

Services

Credentials

Education

  • William Mitchell College of Law, J.D., 1995, magna cum laude
  • St. John’s University, B.A., Government, 1991

Admissions

  • Minnesota, 1995
  • North Dakota, 2010

Recognition

  • Best Lawyers in America, Trusts and Estates, 2008-2024; Litigation-Trusts and Estates, 2011-2024
  • Minnesota Super Lawyers, Estate Planning & Probate, 2003, 2009-2023
  • Chambers High Net Worth Guide, Private Wealth Law, Minnesota, 2018-2023
  • Lawyer of the Year in Minneapolis for Trusts and Estates, Best Lawyers, 2017, 2023

Civic & Professional

Professional Activities

  • American College of Trust and Estate Counsel (ACTEC), Fellow, 2008-present
  • Minnesota Probate and Trust Law Deskbook, Content Editor, 2004-present
  • Minnesota State Bar Association, Estate Planning Governing Council of the Probate and Trust Law Section, past Secretary, Vice-Chair and Chair, 2001-2009
  • Minnesota State Bar Association, Probate and Trust Law Section’s Legislation Committee, Member, 1998-present; Co-Chair 2000-2004
  • Greater Minneapolis Chamber of Commerce, Leadership Minneapolis Participant, Greater Minneapolis Chamber of Commerce, 1999-2000
  • Gillette Children’s Hospital, Board Member, 2010-2014; Vice-Chair, 2010-2012
  • Gillette Children’s Hospital Foundation, Board Member, 2008, 2009
  • Gillette Children’s Hospital, Planned Giving Committee, Member, 2000-2011; Chair, 2005-2011
  • St. John’s University, Planned Giving Committee, Member, 2003-present
  • University of Minnesota Law School, Adjunct Professor, Advanced Estate Planning, Spring 2004

News & Insights

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