Minnesota estate planning and elder law services
Boulay Law is a Minnesota estate planning and elder law firm based in Eden Prairie. We help individuals and families create estate plans that put their wishes in writing and direct their assets to the people and organizations that matter most. Whether a plan involves caring for family, preparing for long-term care, minimizing taxes or preserving assets for future generations, Boulay Law attorneys provide guidance tailored to each client’s circumstances.
A Coordinated Approach to Estate Planning
At Boulay Law, every plan starts with a conversation about what matters to you. For many clients, that means providing for their families. For others, it means supporting a cause they have championed for years or seeing a family business carry on. Our attorneys take the time to understand those priorities before recommending the legal structures and documents that may fit your circumstances.
Estate planning rarely happens in isolation. Legal decisions affect your taxes, and tax decisions shape your financial plan. Families with significant wealth often rely on advisors spread across several firms, each seeing only part of the picture. We bring that expertise together under one roof.
Through our affiliation with Boulay and Boulay Wealth, Boulay Law works alongside experienced tax professionals and wealth advisors, with business consultants available when your plan involves a company. Your estate plan is developed with the complete picture in view, and a single coordinated team keeps each element aligned.
Our Minnesota Legal Services
A well-designed estate plan puts important wishes in writing and helps those left behind understand how to carry them out. Depending on a client’s needs, the plan may include wills, trusts, powers of attorney, health care directives and other strategies for managing and transferring assets over time, while also protecting loved ones and preparing for disability, illness or other life transitions.
Guidance for every stage of life
Looking for estate or trust tax support? Explore Boulay’s Estate and Trust Tax Services.
Estate and legacy planning
Wealth built over a lifetime deserves a plan that is just as thoughtful. We work with business owners and families with significant wealth, including those whose estates exceed Minnesota’s estate tax exemption.
Beyond wills and living trusts, our attorneys advise on Minnesota estate tax planning and wealth transfer strategies designed to pass more of what you’ve built to the next generation.
We also assist with business succession planning and beneficiary designations, along with personal instructions that help your family understand your wishes.
Elder Law and Long-Term Care Planning
For many Minnesota families, the cost of long-term care can pose a greater risk to their savings than estate tax. Our elder law team helps families plan for the cost of memory care or nursing home care and work through Medical Assistance (Medicaid) eligibility, with the goal of preserving more of what you’ve saved for a spouse or children.
Our services also include Medicaid asset protection trusts and guardianship matters, as well as guidance when elder financial exploitation is a concern. Whether you are planning years in advance or responding to an immediate care need, we can help you understand your options and act promptly when timing matters.
How Boulay Law Guides You Through The Process
When to Talk with a Boulay Law Attorney
- You don’t have an estate plan, or your documents haven’t been reviewed in several years
- Your family has changed through marriage, divorce, a birth or a death
- Your estate may exceed Minnesota’s $3 million estate tax exemption
- You’ve sold a business or experienced a significant change in your wealth
- You are preparing to transfer or transition ownership of a closely held business
- A parent or spouse has received a diagnosis, or care needs are changing
- A move to assisted living or a nursing home is on the horizon
- You’ve been named a trustee or personal representative
Meet the Team
Makenzie Zenisek
Connect with us
Whether you are preserving a legacy for the next generation or helping a parent through a change in care, our Minnesota-based team can help you plan with clarity. Schedule a consultation to discuss your goals.
Boulay Law is an independent Minnesota law firm affiliated with Boulay and Boulay Wealth. Legal services are provided by Boulay Law.
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Boulay Law FAQs
An estate planning attorney prepares the legal documents that direct how your assets are managed and distributed. These documents also name who may make financial and health care decisions for you if you become unable to. A typical plan includes a will or trust, along with powers of attorney and a health care directive.
Yes. In 2026, Minnesota imposes an estate tax on estates valued above $3 million per person, a threshold well below the federal exemption. Minnesota also does not allow a surviving spouse to use the unused portion of the first spouse’s exemption, so married couples may benefit from trust planning. Our attorneys are experienced in estate tax and can work with your Boulay tax advisors to evaluate how the tax may apply to your estate.
It depends on your goals and your assets. A will directs how assets in your name pass through probate. A properly funded trust can allow assets held in the trust to pass outside of probate, often with greater privacy. Our attorneys can help you determine which approach fits your situation.
Estate planning focuses on documenting your wishes and transferring your assets. Elder law addresses legal issues that often arise with aging, such as long-term care planning and Medical Assistance eligibility. The two are both related to preparing for the future, and the Boulay Law team can advise on both.
Ideally, well before care is needed. When you apply for Medical Assistance to cover long-term care, Minnesota reviews transfers made for less than fair market value during the prior 60 months. Planning in advance generally provides more options. Our elder law team also assists families facing an immediate care need. To learn more about our elder law process, visit the Elder Law page.
Boulay Law is an independent Minnesota law firm affiliated with Boulay and Boulay Wealth. Legal services are provided by Boulay Law. Clients who also work with Boulay or Boulay Wealth teams may choose to have their advisors coordinate on their behalf.
Get Connected
To learn more about how we can help, contact us by phone at 952.893.9320 or email us.