We are attorneys that serve our clients by advising and guiding them through the most crucial decisions they will make in their lives.

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Phone: (507) 288-5567

© 2017 by Ward & Oehler, Ltd. 

Recent news

Ward & Oehler Featured in Best of Rochester 2019 Profile Series

7/25/2019

We are featured in this week's edition of the Post-Bulletin/507 Magazine's "2019 Best of Rochester" profile series. You can read it here: http://www.proactiveresources.com/072519/#ward-oehler.

May 13, 2019

Alyssa Jerde was recognized with the 2019 New Volunteer Award by Legal Assistance of Olmsted County for her volunteer work with LAOC and pro bono legal representation of low-income individuals in Olmsted County. Way to go, Alyssa!

See us at the Farm Show!

03/10/2019

We will again have a booth at the AgriNews Farm Show on March 12 and 13. The Farm Show is a free event open to the public, and is held at the Graham Arena. Stop by and say hi!

Maggie Cook Joins Law Firm

12/17/2018

Margaret Cook has joined the law firm as an Associate Attorney. Maggie has several years of experience in the areas of estate planning, probate, guardianship/conservatorship, and elder law. Welcome aboard, Maggie! 

Learn more about Maggie in her Q&A.

Office in St. Charles Opened

February 1, 2018

We are now meeting clients in St. Charles!

For over 40 years, our attorneys have provided exceptional legal service in the areas of estate planning, probate, real estate, business law, and farm law to farmers, individuals, and families throughout Southeastern Minnesota. We are now able to serve you in our Rochester and St. Charles offices!

To schedule an appointment in St. Charles, call our office at (507) 288-5567.

Farm & Succession Planning Seminar Scheduled in St. Charles on January 31, 2018

January 17, 2018

Knowing where to start with an estate and succession plan for your farm may be difficult. In this seminar, we will:

  -  Go over the basics of estate planning and review some of the unique estate planning tools used by farmers.

  -  Answer some common questions we get asked on a regular basis. Should my farm land be owned by a trust? Will I pay a gift tax if I give the farm away? Should I establish an LLC to own the farm? Do I qualify for the family farm land deduction for the Minnesota estate tax?

  -  Give an update on the federal and Minnesota gift and estate tax.

Attorney Jason Wagner will answer these and other questions so you are better equipped to start the conversation and develop a solid transition plan for you and your family.

This seminar will be held at the St. Charles Community Center - 820 Whitewater Avenue St. Charles, MN 55972. 

Please RSVP by calling the office at 507-288-5567.

Farm & Succession Planning for Farmers Seminar Scheduled for March 2018

January 10, 2018

Knowing where to start with an estate and succession plan for your farm may be difficult. This class will go over the basics of estate planning and review some of the unique estate planning tools used by farmers. We will also review some common questions we get on a regular basis. Should my farm land be owned by a trust? Will I pay a gift tax if I give the farm away? Should I establish an LLC to own the farm? Do I qualify for the family farm land deduction for the Minnesota estate tax? Attorney Jason Wagner will answer these and other questions so you are better equipped to start the conversation and develop a solid transition plan for you and your family.

Register at https://zmps.cr3.rschooltoday.com/public/costoption/class_id/2601/public/1/sp/

Estate Planning Seminar & Tax Update Scheduled for February 2018

January 10, 2018

Join us for a free information seminar on February 7, 2018 at 7:00 p.m. Our attorneys will walk you through the core concepts of sound estate planning and give you an update on how the new tax law impacts your estate plan. 

Here is your chance to: 
- Learn about Wills vs. Trusts
- Learn about Healthcare Directives
- Get up to speed on the new tax law
- Ask your questions in an open forum

We look forward to seeing you!

Please RSVP by emailing marylynn.schiltz@wardoehler.com or calling the office at 507-288-5567.

Estate Planning Seminar Scheduled for January 2018

January 10, 2018

We will be offering a class through Stewartville Community Education on January 23, 2018 at 6:00 p.m. to discuss estate planning. Register through Stewartville Community Education for this educational event. 

Sometimes we tend to think only the ultra-rich need an estate plan. However, everyone already has an estate plan! Even if you don’t have a will, your assets will eventually pass to your loved ones and be subject to the default rules. Through estate planning, you can guide the way in which your assets will eventually pass. By having a better understanding of estate planning concepts, you can start to take control of your estate plan and ensure your wishes are honored.

Tuesday, January 23
6:00—7:30 PM

https://ssd.cr3.rschooltoday.com/public/costoption/class_id/2568/public/1/sp/ 

October 2017 Newsletter

10/9/2017

The most recent issue of our quarterly newsletter is now available.

 

October 2017 NEWSLETTER

The October 2017 issue includes:

 - An update on the proposed Treasury regulations for valuation discounts

 - An overview of the new law impacting all existing LLCs in Minnesota

 - The What, Who, Why, When and How? of Easements

 - Staff corner featuring Mary Lynn Schiltz

 - Save the date for our estate planning update in February

 - Community engagement

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