As a partner in Lindquist & Vennum’s Trusts and Estates practice group, her practice includes all aspects of fiduciary representation, estate planning, and related administrations. She understands the big picture while guiding clients through the details of fiduciary representation, dynasty trusts, domestic asset protection trusts (DAPTs), estate and trust administration, including trust reformations, modifications, decanting, and conversions to total return unitrusts, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals and related litigation. Mary is also skilled at establishing public and private trust companies in South Dakota.
As one of the state’s most experienced lawyers on South Dakota situs and trust laws, Mary serves as local counsel, providing document review, trust modification, and general advice on selecting South Dakota trust law to lawyers, professional advisors, family offices and charities nationwide. She also has significant experience working with international advisors, attorneys, and clients with respect to cross-border planning, non-resident alien trust formation, and international tax issues.
Mary has experience advising and defending fiduciaries, including trustees, personal representatives, executors, guardians and conservators in routine and complex matters, including tax issues, compliance with state and federal law, litigation, responding to subpoenas and representation for depositions.
Along with corporate and individual fiduciaries and family offices, Mary represents business owners, professionals, retirees, and individuals interested in establishing a South Dakota trust. She is experienced in trust and estate litigation, probate, guardianships and conservatorships, prenuptial agreements, cohabitation agreements and special needs trusts.
Mary attended law school on the Everett Bogue Scholarship. While earning her J.D., she served on the Board of Editors of the South Dakota Law Review.